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04/20/2026Monday, April 20, 2026 1:30 PM City of Clearwater Main Library - Council Chambers 100 N. Osceola Avenue Clearwater, FL 33755 Main Library - Council Chambers Council Work Session Work Session Agenda April 20, 2026Council Work Session Work Session Agenda 1. Call to Order 2. Presentations April Service Awards2. 1 The Sound Quarterly Update - Susan Crockett, Ruth Eckerd Hall, President and CEO 2. 2 3. Parks and Recreation Approve a Term Sheet between the City of Clearwater (City), Pinellas County (County), and the Phillies Florida LLC (Phillies) for the redevelopment and improvements to BayCare Ballpark Stadium Facility and authorize the appropriate officials to execute same. 3.1 4. Public Works Award a construction contract to Southern Road & Bridge, LLC of Palm Harbor, FL, for slope stabilization in the annual not-to-exceed amount of $3,500,000.00 for an initial one-year term with the option to renew for three additional one-year terms, on a unit price basis pursuant to Invitation to Bid (ITB) 26-0006-EN, and authorize the appropriate officials to execute same. (consent) 4.1 Approve a Locally Funded Agreement between the State of Florida, Department of Transportation (FDOT), and the City of Clearwater to provide $200,000.00 for the preliminary engineering (planning) phase of the State Road 60 (SR 60) Corridor Study from east of Shore Drive to east of North Rocky Point Drive (FPN 454711-1-12-01) and authorize the appropriate officials to execute same. (consent) 4.2 Approve a Community Forestry Capacity Grant Agreement between the city of Clearwater and the Florida Department of Agriculture and Consumer Services (FDACS) in the amount of $50,000, accept the grant for a total project value of $100,000 including required city match, and authorize the appropriate officials to execute same. (consent) 4.3 Approve an ordinance of the City of Clearwater, Florida, vacating city right of way, alley, drainage and utility easements as more particularly described and recorded in the Bay View City Subdivision Plat Book 9, Page 43 and the abutting Bayview Terrace Subdivision as recorded in Plat Book 12, Page 63 of the Public Records of Pinellas County; providing severance; providing an effective date, and pass Ordinance 9888-26 on first reading. 4.4 Page 2 City of Clearwater Printed on 4/14/2026 April 20, 2026Council Work Session Work Session Agenda 5. Planning Approve Connecting Clearwater: An Active Transportation Plan for the City of Clearwater, and adopt Resolution 26-04. 5.1 Provide direction regarding the City’s Tree Preservation Ordinance. (WSO) 5.2 6. Information Technology Approve a purchase order to GovConnection dba Connection Public Sector Solutions (Connection), of Merrimack, NH for software licensing and maintenance, for a term beginning April 1, 2026 through February 28, 2029, in the amount of $145,756.86, pursuant to Clearwater Code of Ordinances Section 2.563(1)(c), Piggyback or Cooperative Purchasing, and authorize the appropriate officials to execute same. (consent) 6.1 7. Marine & Aviation Approve a Construction Contract and Purchase Order to Kelly Brothers, Inc., for Harbor Marina S-N Wave Attenuator Replacement in the not-to-exceed amount of $4,331,027.80 per Invitation to Bid (ITB) 23-0030-MA and authorize the appropriate officials to execute same. (consent) 7.1 8. Public Utilities Award a construction contract to Innovative Masonry Restoration LLC for the of Northeast Water Reclamation Facility Clarifier Splitter Boxes in the amount of $656,342.50 pursuant to Invitation to Bid (ITB) 21-0017-UT; approve an increase to the current purchase order with Black and Veatch for Supplemental Work Order II in the amount of $212,097.00, bringing the total to $433,621.00 pursuant to RFQ 34-23 Engineer of Record (EOR), and authorize the appropriate officials to execute same. (consent) 8.1 9. City Attorney Approve an increase to the legal services contract with GrayRobinson for representation in certain municipal law matters. (consent) 9.1 Amend Clearwater Code of Ordinances Section 28.04 relating to Trading and Selling on Streets and pass Ordinance 9906-26 on first reading. 9.2 Adopt Ordinance 9878-26 on second reading, annexing certain real property whose post office address is 2381 Gulf to Bay Boulevard Clearwater, FL 33765 into the corporate limits of the city and redefining the boundary lines of the city to include said addition. 9.3 Page 3 City of Clearwater Printed on 4/14/2026 April 20, 2026Council Work Session Work Session Agenda Adopt Ordinance 9879-26 on second reading, amending the future land use element of the Comprehensive Plan of the city to designate the land use for certain real property whose post office address is 2381 Gulf to Bay Boulevard Clearwater, FL 33765, upon annexation into the City of Clearwater, as Residential Urban (RU). 9.4 Adopt Ordinance 9880-26 on second reading, amending the Zoning Atlas of the city by zoning certain real property whose post office address is 2381 Gulf to Bay Boulevard Clearwater, FL 33765, upon annexation into the City of Clearwater, as Mobile Home Park (MHP). 9.5 Adopt Ordinance 9901-26 on second reading and amend the City’s fiscal year 2025/26 operating budget at first quarter. 9.6 Adopt Ordinance 9902-26 on second reading and amend the City’s fiscal year 2025/26 capital improvement budget at first quarter. 9.7 10. City Manager Verbal Reports 11. City Attorney Verbal Reports 12. New Business (requests by Councilmembers to add discussion items to the next work session or, if agreed to by the majority of Council, at the upcoming council meeting instead) 13. Council Comments 14. Closing Comments by Mayor 15. Adjourn 16. Presentation(s) for Council Meeting Arbor Day 2026 Proclamation - Ali Ismailoski; Public Works Right of Way Division Manager 16.1 National Library Week 2026 Proclamation - Jennifer Obermaier, Library Director 16.2 Medal of Courage Award Presentation to Fire Fighter Charles Stokes and Certificate of Commendation to Pinellas County Sheriff’s Office Deputy Kennedy Boone. 16.3 Page 4 City of Clearwater Printed on 4/14/2026 Cover Memo City of Clearwater Main Library - Council Chambers 100 N. Osceola Avenue Clearwater, FL 33755 File Number: ID#26-0125 Agenda Date: 4/20/2026 Status: Agenda ReadyVersion: 1 File Type: PresentationIn Control: Council Work Session Agenda Number: 2. 1 SUBJECT/RECOMMENDATION: April Service Awards SUMMARY: 5 Years of Service: Robert Merck Police Jerry Hahn Public Utilities Timothy Palmese Parks & Recreation Joshua Engberg Fire Noah Kidd Fire David Padilla Fire Scott Sims Fire Christopher Vital Fire John Zawojski Fire Colton Jacobs Parks & Recreation Monica Stevenson Police 10 Years of Service: Phillip Greene Public Utilities Matthew Prianciani Police Langston Woodie Police Kelsey Viars Police Ethan Winget Parks & Recreation 15 Years of Service: Patrick Brafford Fire Brandi Portalatin Solid Waste Joseph Marshall Solid Waste 20 Years of Service: Caroline Tellier Public Works Anne Lopez Community Redevelopment Agency Shannon Winthrop Public Utilities 25 Years of Service: Samantha Freeland Police Michelle Arnold Library Charles Walden Public Utilities 30 Years of Service: Tanya Smith Police Andrew Blauvelt Public Utilities Page 1 City of Clearwater Printed on 4/14/2026 File Number: ID#26-0125 STRATEGIC PRIORITY: The city of Clearwater celebrates its employees and the Superior Public Service they provide to our citizens. The city strives to attract and retain top-quality personnel through the maintenance of a competitive compensation program. The service awards are a testament to the city and our high performing government. Page 2 City of Clearwater Printed on 4/14/2026 Cover Memo City of Clearwater Main Library - Council Chambers 100 N. Osceola Avenue Clearwater, FL 33755 File Number: ID#25-1248 Agenda Date: 4/20/2026 Status: Agenda ReadyVersion: 1 File Type: PresentationIn Control: Council Work Session Agenda Number: 2. 2 SUBJECT/RECOMMENDATION: The Sound Quarterly Update - Susan Crockett, Ruth Eckerd Hall, President and CEO Page 1 City of Clearwater Printed on 4/14/2026 Economic Impact Study Ruth Eckerd Hall, Inc. 2026 Report Johnson Consulting Analysis Issued by Johnson Consulting, Chicago Data confined to show activity Attendance based on FY 2025 Touring production crew and artists included Utilized Pinellas County Tax structure Utilized US GSA Per Diem for Pinellas County Utilized IMPLAN multipliers (standard assumptions) Executive Summary (full report available) Methodology Overnight Attendees Attendance & Visiting Personnel Day-Trip Attendees Overnight Tour/Other Day-Trip Tour/Other Avg Daily Spending (By Relevant Categories) Direct Spending Detailed Direct Spending By Sector Tax Revenues Net Direct Spending Increased Earnings Employment Induced Spending Indirect Spending Effective Tax Rates IMPLAN Multipliers ECONOMIC IMPACT FISCAL IMPACT Events Venue # Events Ruth Eckerd Hall 148 Bilheimer Capitol Theatre 114 The BayCare Sound 65 Clearwater-Based Events 327 REH on the Road 9 Attendance Venue Attendance Ruth Eckerd Hall 176,768 Bilheimer Capitol Theatre 51,951 The BayCare Sound 222,878 Clearwater-Based Events 451,597 REH on the Road*18,436 * Inc Tampa, St. Petersburg, Palm Harbor, Ft Myers, New Port Richey Visitor Origin All Stages Clearwater Pinellas County Florida United States Outside United States Residency % Clearwater 11% Pinellas (non-Clearwater)29% Florida (non-Pinellas)48% U.S. (non-Florida)11% Outside U.S.1% Visitor Origin The BayCare Sound Clearwater Pinellas County Florida United States Outside United States Residency % Clearwater 11% Pinellas (non-Clearwater)27% Florida (non-Pinellas)50% U.S. (non-Florida)11% Outside U.S.1% Fiscal Impact All Stages $7.8M TOTAL $5.8M State Sales Tax $1M Tourist Development Tax $801K Local Sales Tax $167K County Discretionary Surtax Fiscal Impact The BayCare Sound $3.6M TOTAL $2.7M State Sales Tax $465K Tourist Development Tax $373K Local Sales Tax $77K County Discretionary Surtax Economic Impact All Stages +Direct Spending $136.8M +Indirect Spending $49.1M +Induced Spending $66.3M +Total Spending $252.2M +Increased Earnings $76.7M +Increased Employment 1,709 FTEs Economic Impact The BayCare Sound +Direct Spending $59.9M +Indirect Spending $21.5M +Induced Spending $29.0M +Total Spending $110.4M +Increased Earnings $33.5M +Increased Employment 748 FTEs BayCare Sound Net New Impacts: +$103.4M in total spending +$31.4M in increased earnings +701 new jobs On City of Clearwater On Pinellas County On the State of Florida +$77.1M in total spending +$23.4M in increased earnings +522 new jobs +$28.7M in total spending +$8.7M in increased earnings +194 new jobs Key Findings $136.8M in Direct Spending • $76.7M in increased earnings • Support for 1,709 ongoing FTEs $252.M in Total Economic Impact • Includes Sales and Hotel taxes • Validates support of public funding as a revenue generator $7.8M in Total Fiscal Impact • $1.5M in Sales Tax plus $1.2M in Hotel Tax$2.7M of Tax Revenue flowing back to Pinellas If operations were to cease, a $40M+ business, $7.8M in tax revenue, 1,709 jobs, and 103,500 hotel rooms would be lost Thank you About Johnson Consulting: Since its inception in 1996, Johnson Consulting has conducted numerous engagements in the U.S. and abroad, including community development projects that comprise event and entertainment, tourism, hotel, commercial, and retail uses. The majority of work is focused on market analysis, financial analysis, operational reviews, and economic and fiscal impact analyses. Cover Memo City of Clearwater Main Library - Council Chambers 100 N. Osceola Avenue Clearwater, FL 33755 File Number: ID#26-0489 Agenda Date: 4/20/2026 Status: Agenda ReadyVersion: 1 File Type: Action ItemIn Control: Parks & Recreation Agenda Number: 3.1 SUBJECT/RECOMMENDATION: Approve a Term Sheet between the City of Clearwater (City), Pinellas County (County), and the Phillies Florida LLC (Phillies) for the redevelopment and improvements to BayCare Ballpark Stadium Facility and authorize the appropriate officials to execute same. SUMMARY: Since 1947 the City and the Philadelphia Phillies have had a long-standing partnership to make Clearwater the Major League Baseball (MLB) Spring Training home for the Philadelphia Phillies and the Minor League Baseball home for the Clearwater Threshers. The current lease/use agreement expires in 2028. Staff have been in discussions with the Phillies and other partners to define the terms and conditions acceptable to all parties that would provide the framework to craft multiple agreements that would ensure the City and Phillies partnership reaches the 100-year milestone. The terms include capital investments that will improve Baycare Ballpark and Carpenter Complex intended to improve the fan experience and ensure the facilities meet MLB standards. The main components of the Term Sheet include: Baycare Ballpark ·Renovations to approximately 50,000 square feet of the home and visitor areas providing proper amenities for male and female coaches, staff and players, and bringing the amenities in compliance with Major League Baseball and Player Development License standards. ·Improvements and renovations to the left field concourse, concession stands and fan amenities on an expanded concourse. ·Renovating and enclosing suite level walkway to address operational needs. ·Expansion of retail store to improve pedestrian flow, fan access and fan experience. ·Increase restroom facilities to modernize facility and improve fan experience. ·Construct a 3-story expansion in the Southwest corner of the stadium to support technical needs, maintenance and cleaning operations, improve ADA and fan convenience capabilities, and kitchen expansion to meet current operational needs. ·Replacement of stadium seating. ·Replacement of stadium lighting with modern LED field lighting. ·Construct a 2-story Center Field Building to add additional restrooms and elevator to service new fan observation deck. ·Refreshing suites add creating a climate controlled “First Base Club.” ·Improve and update the primary fan entrance on the west side of the stadium. ·Improvements will increase capacity of the stadium by 700 patrons. Carpenter Complex ·Construct a baseball lab inside of the Montgomery Building ·Updating the 17,000 square foot Owens Building ·Replace the 3,700 square-foot Groundskeeping Building and needed field maintenance storage. ·Make field improvements. ·Improvements and upgrades to underground drainage and water retention and diversion. Additional commitments include improvements to the overall site, service road, flood mitigation, parking lot, and adding a site generator. Page 1 City of Clearwater Printed on 4/14/2026 File Number: ID#26-0489 The collective total of capital improvements is $205 million and includes some projects that have recently been completed or are currently in progress. Funding for the project is proposed to come from the following sources: ·City of Clearwater - $30 million ·Pinellas County - $85 million ·State of Florida Capital Contribution - $20 million over 20 years with estimated present value of $15 million ·Phillies - $75 million Should the State of Florida not approve the Retained Spring Training Facility Funding or the anticipated State Capital Contribution, the parties agree to renegotiate modifications to the scope of the project or elements of the project budget. Phillies are responsible for cost overruns of the capital projects, and any overall project savings will be shared proportionally with the City, County, and Phillies. The maintenance and repair responsibilities remain the same as what is currently in place but are included in the term sheet for transparency. The City will contribute $85,000 for field supplies in the initial year, and each year thereafter adjusting the amount by the Consumer Price Index. The City and Phillies would enter into a single lease/use agreement for Baycare Ballpark and Carpenter Complex that would begin on January 1, 2028, and expire on December 31, 2047, with two automatic 5-year renewals. As part of that lease/use agreement, the Phillies will provide, in the initial year, an annual payment of $350,000 for the use of Baycare Ballpark and $200,000 for the use of Carpenter Complex; and each year thereafter, adjusted annually by the Consumer Price Index (CPI). Additionally, the Phillies will pay the City $1.20 per MLB Spring Training ticket sold each year. Council approval of these terms will allow all parties to draft the formal agreements which would be presented to Council for formal approval at a future meeting. APPROPRIATION CODE AND AMOUNT: The City portion of funds included in the term sheet is proposed to be funded by the following funding sources or Council actions: ·Penny for Pinellas funding of $10.55MM available in capital project 315-C2001. ·An additional $6MM of Penny is budgeted for fiscal year 2027. ·Council will be requested to approve a $12MM interfund loan from the Central Insurance Fund to the General Fund for additional funding; for a 20-year term @ 0% interest. ·Council would need to approve the use of $1.45MM from General Fund reserves. USE OF RESERVE FUNDS: Funding for this agreement will be provided by a mid-year budget amendment allocating General Fund reserves in the amount of $1,450,000. Inclusive of this item if approved, a net total of $1,664,262 of General Fund reserves has been used to date to fund expenditures in the 2025/26 operating budget. The remaining balance in General Fund reserves after the 8.5% reserve is approximately $54.4 million, or 24.3% of the current General Fund operating budget. STRATEGIC PRIORITY: 2.3 Promote Clearwater as a premier destination for entertainment, cultural experiences, tourism, and national sporting events. 2.2 Cultivate a business climate that welcomes entrepreneurship, inspires local investment, supports Eco-friendly enterprises, and encourages high-quality job growth. 2.1 Strengthen public-private initiatives that attract, develop, and retain diversified business sectors. Page 2 City of Clearwater Printed on 4/14/2026 KEY ECONOMIC FACTORSPROJECT DISCUSSION & MARCH 2026 1947-2047 100 YEARS IN CLEARWATER YOUR PARTNER •Iconic 144-year brand with passionate fans •Clearwater Spring Training since 1947 •Significant and Consistent Spring Training Economic Impact (top attendance tier with NYY & BOS) •Year-Round Economic and Community Impact of Full- Time Employees and Clearwater Threshers •Consistent Major League Payroll Top-4 Ranking •More stars + more wins = MORE FANS/TOURISTS •4th largest media market and the largest single team media market in Major League Baseball •Red (Loud!) October = MORE SPRING TOURISTS THE PHILLIES ARE A PREMIER MLB FRANCHISE ANNUAL COUNTY MARKETING ELEMENTS •Spring Training TV and Radio Broadcast 30-second commercials •Most home Spring Training games are broadcast in Philly •Phillies Regular Season TV and Radio Broadcast 30-second commercials •Reaching 200k+ TV Households plus Radio audience •Pocket Schedule and Periodicals presence •In-Ballpark Signage and Video Board presence •Phantasy Camp sponsorship •Over $10 million of County marketing assets provided to date Sources: Key Data - Amadeus HOTEL FEEDER MARKET PACING FEBRUARY THRU JUNE HOTEL REVENUE $0 $500,000 $1,000,000 $1,500,000 $2,000,000 $2,500,000 Hotel Revenue from Top 15 2026 Feeder Markets (Data is sample) 2025 Total Revenue (Nightly)2026 Total Revenue (Nightly) Large, out-of-state cities, such as New York, Chicago, Boston and Philadelphia show increase in sample revenue. Shopping Center purchased by the Phillies November 2022 ($22.5m) CC1 Baseball Lab CC 2 OWENS BUILDING UPDATES CC1 NEW BASEBALL LAB CC4 ASHBURN FIELD CONVERSION (E) ROBERTS FIELD (E) SCHMIDT FIELD CC4 GRASS HALF FIELD CC4 SYNTHETIC AGILITY FIELD SITE IMPROVEMENT EXPANDED STAFF PARKING LOT DROP OFF AREA (E) HALF FIELD (E) PITCHING PACK BCB7 WEST ENTRANCE ELEVATOR/ LOBBY BCB1A EXPANDED CONCOURSE BCB1B NEW/ RELOCATED FRENCHY'S BCB1D OFFICE CONNECTION WALKWAY CANOPY CC4 PITCHING PACK CC3 GROUNDSKEEPING BUILDING REPLACEMENT CC5 MULTI-PURPOSE TENT RELOCATION BCB1A Stadium Improvements - North Addition / Renovation BCB6 NEW CENTER FIELD BUILDING WITH RESTROOMS, ELEVATOR AND FAN DECK BCB2 New Video Board and Berm Improvements BCB5 Baycare LED Light Replacement BCB3 Southwest Building BCB8 Right Field Corner BCB7 Suite and Club Improvements BCB9 Upgrade West Entrance Plaza BCB1C&D Stadium Improvements - Renovating Left Field Concourse CC4 GRASS HALF FIELD CC4 PITCHING PACK CCI ROM Cost Estimate 03-03-26 Philadelphia Phillies | BayCare / Carpenter Complex Transformation 16326482432 SCALE: 1/32" = 1'-0" 0 CCI ROM Cost Estimate 03-03-26 Philadelphia Phillies | BayCare / Carpenter Complex Transformation 16326482432 SCALE: 1/32" = 1'-0" 0 NORTH EXPANSION RE-ROUTE SERVICE ROAD AND UTILITIES SUITE LEVEL (E) HALF FIELD (E) OWEN'S BUILDING (E) SCHMIDT FIELD (E) CARLTON FIELD (E) ROBERTS FIELD ASHBURN FIELD (E) MONTGOMERY CENTER BCB4 Replacement of all Stadium Seats (incl. seating tables). BCB3 Southwest Building BCB5 Baycare LED Light Replacement BCB5 Baycare LED Light Replacement BCB6 NEW CENTER FIELD BUILDING BCB7 Suite and Club Improvements BCB8 Expand Right Field Concourse BCB1D Stadium Improvements - Renovating and Expanding Stadium Operating Space BCB1B Stadium Improvements - Renovating Left Field Concourse BCB1F Stadium Improvements - Enhancing Concessions BCB1E Stadium Improvements - Expanding Main Retail Store BCB1A Stadium Improvements - North Addition / Renovation BCB2 New Video Board and Berm Improvements KEY FAN AMENITIES ELEMENTS •Video Board Replacement •Replace Field Lights •Larger concourse (expand capacity) •Upgrade West Plaza Fan Entrance Plaza •Expand and enhance concessions •Fan Seats Replacement •Center Field Fan Deck (expand capacity) •Retail Store expansion •Center Field Restrooms (new – to service the berm) •Diamond Dugout Restrooms upgrade •Enclosure of 1st Base Club Area and Suite Hallway •Addition of South and West Fan-servicing elevators •Refresh Suite interiors and Home Plate concessions •Update grounds crew area/wayfinding signage C E L E B RAT I N G 80 Y E ARS | SEE YOU IN CLEARWATER THANK YOU 1947-2047 100 YEARS IN CLEARWATER 4-9-26 TERM SHEET Term Sheet Redevelopment and Improvements to BayCare Ballpark Stadium Facility inclusive of BayCare Ballpark, Phillies Complex, and Carpenter Complex April [ҝ], 2026 The purpose of this term sheet (the “Term Sheet”) is to assist the parties in negotiating and drafting certain future definitive project agreements, which may include a Capital Funding Agreement (“CFA”), Lease/Use Agreement (“Use Agreement”),Non-Relocation Agreement (“Non-Relocation Agreement”; for avoidance of doubt terms relevant to same may instead be set forth in the Use Agreement), and Construction Funds Trust Agreement (“Trust Agreement”) in relation to the Project (as deƱned herein). This Term Sheet sets forth certain terms, conditions and provisions contemplated by the parties to be necessary for (i) the Ʊnancing, development, design, construction and furnishing of the Project and (ii) the use, management, maintenance and operation of the Stadium Facility (as deƱned herein). This Term Sheet is intended solely as an expression of interest to facilitate discussions among the parties and does not constitute a legally binding obligation. No party shall be bound in any way unless and until the parties have negotiated, Ʊnalized, and executed deƱnitive written project agreements reƲecting the terms and conditions of the proposed transactions with respect to the Project (collectively, “DeƱnitive Agreements”). Any obligations of the parties shall arise only under, and subject to, the terms and conditions set forth in the fully executed DeƱnitive Agreements. For the avoidance of doubt, no course of dealing, partial performance, reliance, or continued negotiations shall create any binding obligation in the absence of executed DeƱnitive Agreements. Section:Topic:Contemplated Terms for Definitive Agreements: 1.Parties:x City of Clearwater, Florida (the “City”) x Pinellas County, Florida (the “County”) x The Phillies, a Pennsylvania limited partnership (“The Phillies”) x Phillies Florida LLC, a Delaware limited liability company (“Phillies Florida”), a wholly-owned subsidiary of The Phillies. 2.Background:The Phillies owns and operates a professional baseball club, which is a member of Major League Baseball (“MLB”), currently known as the “Philadelphia Phillies” (the “MLB Team”) and Phillies Florida operates a Minor League Baseball team (the “Minor League Team”) operated under the auspices of, and licensed by, MLB Professional Development Leagues, LLC (“PDL”) currently known as the “Clearwater Threshers”. Phillies Florida currently operates (i) those facilities located within, and on land owned by, the City consisting 2 Section:Topic:Contemplated Terms for Definitive Agreements: of the BayCare Ballpark, and the Carpenter Complex, and (ii) the Phillies Complex located within the County and owned by the City (collectively, the “Stadium Facility”) pursuant to certain separate use agreements between the City and Phillies Florida (the “Existing Use Agreements”). The land on which the BayCare Ballpark, the Carpenter Complex, and the Phillies Complex are currently constructed is referred to herein as the “Site” or the “Stadium Facility Campus.” 3.Project Scope:The anticipated project (the “Project”) and the anticipated scope thereof are set forth in the Project Narrative attached to this Term Sheet as Exhibit “A” (the “Project Narrative”). A final Project Narrative, Project Scope and Project Budget (in each case including Key Components (as such term will be defined in the definitive CFA) of the Project (the “Key Components”)) will be attached to the definitive CFA. Additionally, attached as Exhibit “B” to this Term Sheet is a conceptual site rendering for the Site and improvements after giving consideration to completion of the Project. For purposes hereof, “Project Scope” will mean the aggregate of all work, improvements, and deliverables to be designed, developed, constructed, installed, and completed as part of the Project, including all buildings, structures, renovations, reconfigurations, site improvements, utilities, fixtures, furnishings, and equipment, as more particularly described in the final Project Narrative and the final plans and specifications for the Project undertaken in accordance with the Definitive Agreements. The Project (other than any necessary off-site improvements including without limitation utilities, drainage, or transportation improvements) will be completed within the existing footprint of the Stadium Facility Campus and the City will not be required to contribute additional real property for the Project. Phillies Florida currently occupies the Stadium Facility Campus and the same has been accepted for development and completion of the Project in its “as-is” 3 Section:Topic:Contemplated Terms for Definitive Agreements: condition, subject to any rights necessary to be obtained for any required off-site improvements necessary for completion and operation of the Project. 4.Permitting:Phillies Florida will be responsible for applying for and obtaining any required governmental permits or approvals necessary for completion of the Project, the cost of which will be included in the Project Budget. To the extent required by applicable ordinances or legal requirements, the City, solely in its capacity as the owner of the Site, will join in and execute any applications necessary for obtaining any required governmental permits and/or approvals. The City will facilitate, and, to the fullest extent permitted by (and not in violation of) applicable ordinances and legal requirements, expedite any permits or approvals required by the City (in the exercise of its police powers in the issuance of permits and approvals) for commencement and completion of the Project. The City, solely in its capacity as owner of the Site, will further, to the fullest extent possible and permitted by (and not in violation of) applicable law, assist Phillies Florida in the application and prosecution of any other permits and/or approvals issued by other governmental agencies (e.g., the Florida Department of Environmental Protection, the Florida Department of Transportation, the Southwest Florida Water Management District, Tampa Bay Water, U.S. Army Corps of Engineers,etc.). The foregoing, however, does not obligate the City or the County to (i) approve any rezoning or additional land use approval or (ii) issue any building permit, in each case, which would otherwise be in violation of applicable laws. For the avoidance of doubt, the foregoing sentence is not intended to prohibit or restrict Phillies Florida in any manner from applying and prosecuting any rezoning and/or land use amendment as is necessary in order to complete the Project and the City agrees that, as the owner of the Site, it will join in and consent to any such application necessary for completion of the Project in accordance with the terms of the Definitive Agreements. Fees and costs for permits and governmental approvals to the 4 Section:Topic:Contemplated Terms for Definitive Agreements: extent required to be paid as a condition of the issuance thereof will be included within the Project Budget. 5.Design and Construction Documents/Project Budget: Prior to execution of the Definitive Agreements, Phillies Florida must negotiate documents with third-party design professionals (architects and/or engineers), to be entered into on or before entry into the Definitive Agreements, for the design phase of the Project, which must include budgeted amounts for the design, construction, and/or completion of the various elements of the Project. Phillies Florida must, in connection with such design, establish a budget for the completion of the Project including the cost of developing, designing, constructing and furnishing and equipping the Project which will include hard costs, soft costs, and contingencies, which must be agreed to by the parties (subject to change orders, amendments, reallocations, and parameters all as set forth in the definitive CFA) (the “Project Budget”). Disbursements for project costs will be made in accordance with the Project Budget subject to the terms of the definitive CFA. 6.Project Timeline/Progress Meetings: The Project will be developed and completed by Phillies Florida in accordance with the Project Budget (which is estimated to have a total cost of not less than $205,000,000) and a project schedule (the “Project Schedule”) (both to be attached to, and subject to the terms of, the definitive CFA). Phillies Florida has previously commenced portions of the Project, which is ongoing and which will be completed in phases. It is anticipated that the Project will be completed in 2029. The Project Schedule may be revised as provided in the definitive CFA and/or as a result of any Force Majeure Event or Governmental Permitting Delay (as such terms are defined below). Phillies Florida must provide to the City and County progress reports, not less than monthly, as to the status of the completion of the Project and adherence to the Project Schedule and the Project Budget. Additionally, if Phillies Florida requests any Material Changes to the Project Schedule or Project Budget, it will submit the same to the City and the County in accordance with, and subject to, the terms and conditions set forth in the definitive CFA. Phillies Florida will not make any Material Change to the Project Scope without the prior written approval of the City and the 5 Section:Topic:Contemplated Terms for Definitive Agreements: County, which approval will not be unreasonably withheld or delayed. For the purposes hereof and of the Definitive Agreements: “Force Majeure Event” means any event, action, omission, or circumstance beyond the reasonable control of Phillies Florida (or its contractors, subcontractors, or materialmen) or The Phillies (or their successors in interest), as applicable, whether foreseen or unforeseen, that prohibits, prevents or materially delays the performance of any obligation under the Definitive Agreements, including, but not limited to: acts of God; natural disasters; fire; flood;wind;hurricane; tornado; earthquake; explosion; war; terrorism; civil commotion or unrest; sabotage; strikes, lockouts, or other labor disturbances (whether or not involving employees of Phillies Florida or The Phillies); embargoes; shortages or unavailability of materials, equipment, labor, or utilities; governmental shutdowns; quarantines; public health emergencies; pandemics or epidemics; or the imposition of workplace safety standards, restrictions, or other requirements by any governmental authority in response to a pandemic or public health emergency. For the avoidance of doubt, a Force Majeure Event will include any delay or failure to perform caused by any governmental order, directive, or action (including, but not limited to, shelter-in-place orders, business closures, or restrictions on construction activities) arising from or in connection with a pandemic or public health emergency. “Governmental Permitting Delay” means any delay to the commencement, prosecution, or completion of the Project that (i) directly results from the failure of any governmental authority having jurisdiction thereof to review the application for, approve, and/or issue any certificates, licenses, permits or no action letters required by applicable law for completion of the Project in accordance with the Plans and Specifications within time periods required by applicable law and (ii) could not have been avoided by Phillies Florida’s (or its contractors, as applicable) commercially reasonable, diligent, and timely efforts, including without limitation the prompt and timely preparation and submission of complete applications and supporting materials and payment of fees for such certificates, licenses, permits or no action letters. 6 Section:Topic:Contemplated Terms for Definitive Agreements: “Material Change” means, with respect to the Project Budget, the Project Schedule, or the Project Scope, as applicable: (a) any single modification, revision, or adjustment to the Project Budget that increases or decreases the total project cost or any Key Component by more than the lesser of (i) ten percent (10%) of the originally budgeted amount therefor or (ii) an amount in dollars to be agreed to by the Parties in the definitive CFA; (b) any modification, revision, or adjustment to the Project Schedule that extends or accelerates final completion of the Project by more than 180 days; (c) any reallocation of funds among line items in the Project Budget that, although not increasing the project cost, results in a change to any Key Component in excess of the lesser of (i) ten percent (10%) of the originally budgeted amount therefor or (ii) an amount in dollars to be agreed to by the Parties in the definitive CFA. Notwithstanding the foregoing, “Material Change” will not include any modification, revision, or adjustment to the Project Budget, the Project Schedule, or the Project Scope that: (i) is required to comply with applicable laws or the directives of any governmental authority; (ii) arises from a Force Majeure Event or from a Governmental Permitting Delay;(iii) results from a change order as approved in accordance with the terms of the definitive CFA; or (iv) has been approved in writing by the City and the County. For avoidance of doubt, the removal of a Key Component, or substantial deviation in kind from the design of any Key Component at the time of the definitive CFA, from the Project Scope will be a “Material Change”. 7.Project Agreement Approvals:Each of the applicable Definitive Agreements will be subject to approval by the City’s City Council. The definitive CFA, definitive Non-Relocation Agreement, definitive Marketing Agreement, and the definitive Trust Agreement (in each case, as and to the extent required or applicable) will be subject to approval by the County’s Board of County Commissioners. Each of the Definitive Agreements (in each case, as and to the extent required or applicable) will be subject to approval by MLB. 7 Section:Topic:Contemplated Terms for Definitive Agreements: 8.Builder’s Risk Insurance:Builder’s Risk Insurance for the Project must be procured by Phillies Florida (for avoidance of doubt, the same may be procured directly by any contractor of Phillies Florida, as opposed to directly by Phillies Florida). The City and Phillies Florida will be shown as insureds under each such Builder’s Risk Insurance policy. The cost for premiums and applicable claims related deductibles for such Builder’s Risk Insurance will be either included in the construction cost payable pursuant to the applicable construction contract or otherwise may be included within the Project Budget. 9.Payment and Performance Bonds: Each direct construction contract must provide for payment and performance bonds covering the contractor under such construction contract and naming Phillies Florida, as obligee thereunder, and will contain dual obligee endorsements in favor of each of the City and the County. Premiums for any such bonds will be either included in the construction cost payable pursuant to such construction contract or otherwise may be included within the Project Budget. 10.Construction Warranty:Each prime contractor performing work for the Project under a direct contract with Phillies Florida must provide a written warranty in favor of both the City and Phillies Florida that such prime contractor’s work will be free from defects in workmanship and materials for a period of at least one (1) year from the date of completion of such work. 11.Project Cost Allocations/Overruns/Proceeds for Construction or Design Defects: Cost savings realized with respect to the allocated cost of any Key Component provided for in the Project Budget may be reallocated, in the discretion of Phillies Florida, to (a) cover cost overruns on other Key Components and/or (b) increase the allocation for contingencies within the Project Budget. Any permitted reallocations will be reflected in an updated Project Budget prepared by Phillies Florida and timely submitted to the other parties in accordance with the terms of the definitive CFA. Phillies Florida will be entitled to all insurance proceeds payable or recoveries made with respect to any design or construction defects in work for the Project, which will be 8 Section:Topic:Contemplated Terms for Definitive Agreements: used either for the completion or remediation of design or construction defects or making Phillies Florida whole for funds expended by Phillies Florida in completion or remediation of any such design or construction defect. Any insurance proceeds which are not used as provided in the preceding sentence (“Unapplied Insurance Proceeds”) will be shared by the City, the County, and Phillies Florida on a pro rata basis determined as to each such party as follows: (i) as to the City by multiplying the amount of the Unapplied Insurance Proceeds by a fraction the numerator of which is the City Capital Contribution and the denominator of which is the Parties’ Aggregate Contributions; (ii) as to the County, by multiplying the amount of the Unapplied Insurance Proceeds by a fraction the numerator of which is the County Capital Contribution and the denominator of which is the Parties’ Aggregate Contributions; and (iii) as to Phillies Florida, by multiplying the amount of the Unapplied Insurance Proceeds by a fraction the numerator of which is the Phillies Florida Pro Rata Contribution and the denominator of which is the Parties’ Aggregate Contributions. 12.Capital Contributions:The anticipated total cost of the Project will include the anticipated costs and expenses incurred or to be incurred in connection with the design, development, construction and completion of the Project (the “Project Costs”) and which will be included within the Project Budget. The following are the sources of capital funding for the Project Costs: 1) the anticipated capital contribution based on the net present value of the State Retained Spring Training Facility Funding having a notional value of $20,000,000.00 (the “State Capital Contribution”); 2) the City’s anticipated capital contribution is up to a maximum of $30,000,000.00 (the “City Capital Contribution”); 3) the County’s anticipated capital contribution is up to a maximum of $85,000,000.00 (the “County Capital Contribution”); and 4) Phillies Florida’s total capital contribution will be the Project Cost minus the sum of the State Capital Contribution, the City Capital Contribution and the County Capital Contribution (the “Phillies Florida Capital Contribution”), with the sum of 9 Section:Topic:Contemplated Terms for Definitive Agreements: $75,000,000 thereof for purposes of determining allocation of any costs savings as provided herein being referred to as the “Phillies Florida Pro Rata Contribution”. For purposes of allocation of cost savings as provided herein, the aggregate amount of the City Capital Contribution, the County Capital Contribution, and the Phillies Florida Pro Rata Contribution is referred to herein as the “Parties’ Aggregate Contributions”. If the State of Florida either (i) does not approve or commit to the Retained Spring Training Facility Funding for the Project or (ii) does not approve or commit to the full extent of the anticipated State Capital Contribution, the parties agree to negotiate in good faith modifications to the scope of the Project or specific elements thereof and the Project Budget. Each Party’s Capital Contribution (except to the extent of amounts expended or committed to be expended by Phillies Florida for the Phillies Florida Prior Project Work (as provided and defined in Section 20), which amounts for the Phillies Florida Prior Project Work shall be credited to the Phillies Florida Capital Contribution) and the State Capital Contribution (as outlined in Section 15) will be contributed to the Construction Funds Trust (the “Construction Trust Fund”) to be created, defined, and maintained with a trustee under a definitive Trust Agreement for disbursement for Project Costs in accordance therewith and with the definitive CFA as follows: (i) the State Capital Contribution will be contributed by the City during public entity fiscal year 2027, which commences on October 1, 2026; (ii) subsequent to the State Capital Contribution as provided in clause (i) and on the same date (the “First Funding Date”) as provided in the definitive CFA during public entity fiscal year 2027, each of the City and the County will contribute a portion of its respective Capital Contribution to the Construction Trust Fund in an amount such that, as of the First Funding Date, the amounts contributed or credited (in the case of Phillies Florida) to each of the City, the County, and Phillies Florida (based on amounts expended for Phillies Florida Prior Project Work as of the First Funding Date) reflect each such 10 Section:Topic:Contemplated Terms for Definitive Agreements: Party's respective pro rata share of the Parties' Aggregate Contributions; and (iii) on the same date (which is anticipated to be the first anniversary of the First Funding Date) as provided in the definitive CFA during public entity fiscal year 2028, which commences as of October 1, 2027, each of Phillies Florida, the City, and the County will contribute the respective remaining portions of each of the Phillies Florida Pro Rata Contribution, the City Capital Contribution and the County Capital Contribution. Notwithstanding anything contained herein to the contrary, any portion of the County’s Capital Contribution that is funded from the proceeds of tourist development taxes pursuant to the Local Option Tourist Development Act, Florida Statutes §125.0104, will be used for the purposes permitted, and not prohibited, by Florida Statutes §125.0104(5)(a) entitled “AUTHORIZED USES OF REVENUE”. 13.Timing/Method of Disbursement: Disbursements for Project Costs will be made from the Construction Trust Fund pursuant to applications for payment and requisition requests issued by Phillies Florida and supported by contractor applications for payment and invoices, as applicable, submitted to the Trustee, with copies to the City and County, and subject to verification, audit, and the City and County’s administrative review as necessary to comply with applicable law, all as provided in the definitive CFA. Interest accrued on funds deposited in the Construction Trust Fund will be available for funding of the Project Costs. 14.ODP of Builder’s Risk Insurance, Materials, and Personal Property: The City will promptly seek a Technical Assistance Advisement (“TAA”) from the Florida Department of Revenue as to the legality under Florida Statutes § 212.08(6) and Florida Administrative Code Rule 12A- 1.094 and required mechanisms for the use of “Owner- Direct Purchase” (“ODP”) for the Project. Phillies Florida will have the right to request that the City make and the City will make, to the fullest extent permitted by applicable law and consistent with the TAA, ODP for premiums with 11 Section:Topic:Contemplated Terms for Definitive Agreements: respect to Builder’s Risk Insurance, materials to be incorporated into the Project, furniture, fixtures and equipment installed in connection with the Project, or other third-party services in connection with the Project, in each case to the extent permitted by applicable law. In connection with the use of ODP undertaken in each instance, the City will be entitled to administrative fees (collectively, “ODP Administrative Fees”) equal to one percent (1.00%) of the documented actual cost savings achieved by the use of ODP, but which ODP Administrative Fees will not exceed $100,000.00 in the aggregate for the Project. Any cost savings resulting from the use of ODP, after payment of any applicable ODP Administrative Fees, will be available first for the Project, with any excess to be reallocated as provided in Section 11. 15.Retained Spring Training Facility Funding: Subject to certification under, and ongoing compliance with, Florida Statutes § 288.11631 and annual appropriation by the State of Florida, the Project may receive distributions from the State of Florida having a target value equivalent to an amount equal to the net present value, as of the date of initial distribution, of an income stream of $1,000,000 per fiscal year, payable in equal annual installments over a period of twenty (20) consecutive years (the “Net Present Value”). The calculation of Net Present Value will utilize a discount rate mutually agreed upon by the parties, reflecting prevailing market conditions, at the time of calculation, and will be determined in accordance with generally accepted financial principles. The parties acknowledge and agree that (a) any contribution by the State of Florida is contingent upon statutory certification, satisfaction of all statutory prerequisites and ongoing performance metrics, and annual legislative appropriation; (b) no party has any right to or entitlement to funds from the State of Florida unless and until appropriated and disbursed; and (c) nothing herein will be construed as a pledge of the full faith and credit or taxing power of the State of Florida. 12 Section:Topic:Contemplated Terms for Definitive Agreements: 16.Project Savings:Upon completion of the Project and payment in full of all Project Costs, to the extent of any overall savings (“Project Savings”) as to the total Project Costs expended and the Project Budget attached to the definitive CFA, such Project Savings will be shared by each of the City, the County, and Phillies Florida in the amount determined as to each such party as follows: (i) as to the City by multiplying the Project Savings by a fraction the numerator of which is the City Capital Contribution and the denominator of which is the Parties’ Aggregate Contributions; (ii) as to the County, by multiplying the Project Savings by a fraction the numerator of which is the County Capital Contribution and the denominator of which is the Parties’ Aggregate Contributions; and (iii) as to Phillies Florida, by multiplying the Project Savings by a fraction the numerator of which is the Phillies Florida Pro Rata Contribution and the denominator of which is the Parties’ Aggregate Contributions. 17.Cost Overruns:After reallocation of allocated costs for Key Components within the Project Budget as provided herein and exhaustion of amounts allocated for contingencies within the Project Budget, if a Key Component is subject to cost overruns, Phillies Florida will be solely responsible for the amount of such cost overruns. 18.Cooperation and Public Oversight: The City and the County (through their designated representative (the “City/County Construction Representative”)) may monitor the Project for the purposes of verifying compliance with the definitive CFA, including its provisions relating to verification and audit of amounts expended pursuant to the terms of the definitive CFA and definitive Trust Agreement, provided that any such monitoring, other than the regular Status Meetings (as defined below), will be conducted upon reasonable prior written notice to Phillies Florida, and will be conducted during normal business hours, in a manner that does not unreasonably interfere with the work, and subject to all site safety rules, and consistent with reasonable security protocols imposed by Phillies Florida 13 Section:Topic:Contemplated Terms for Definitive Agreements: or its construction manager (the “Construction Manager”). Phillies Florida will coordinate meetings (“Status Meetings”) among Phillies Florida (or its designee), the Construction Manager, the Architect, the City/County Construction Representative, and the City (and, if requested by the County, the County) not less often than once every two (2) weeks, or at such other more frequent intervals as Phillies Florida reasonably determines, in conjunction with the City/County Construction Representative, are necessary to manage the work, meet Project milestones, and address factual discrepancies, and may be conducted virtually where the subject permits. Attendance by the City/County is voluntary and informational, and their failure to attend coordinated meetings will not delay the work. All Phillies Florida contracts for design or construction services must be drafted in a manner that is consistent in all material respects with the negotiated terms of each of the definitive CFA and the payment provisions of the definitive Trust Agreement. 19.Changes:Phillies Florida will provide prior written notice to the City and County of any Material Changes to the design or the proposed work, including any Material Changes to the Key Components, the Project Schedule, the Project Budget, or the Project Scope, all in accordance with the terms of the definitive CFA including rights of the City and the County for administrative review. The Key Components must comply in all material respects with the design standards set forth in the definitive CFA. Any Material Change to the agreed design or work that results in an increase in the allocated cost for any Key Component provided for in the Project Budget an amount equal to the lesser of (i) ten percent (10%) of the originally budgeted amount therefor or (ii) an amount in dollars to be agreed to by the Parties in the definitive CFA, and which is payable either by a reallocation from cost savings with respect to Key Components provided for in the Project Budget or from 14 Section:Topic:Contemplated Terms for Definitive Agreements: contingency allocations within the Project Budget will be reflected in an updated Project Budget prepared by Phillies Florida and disseminated to the other parties, subject to and in accordance with the requirements of the definitive CFA and as provided in Section 11. 20.Phillies Florida Prior Project Work: The Definitive Agreements will further address any elements of the overall Project undertaken and/or completed prior to the date of this Term Sheet, or which are to be undertaken and/or completed during the period commencing on the date of this Term Sheet and prior to both the County’s funding of its initial portion of the County Capital Contribution and the City’s funding of the initial portion of the City Capital Contribution (“Phillies Florida Prior Project Work”), including credit to Phillies Florida against the Phillies Florida Capital Contribution for all amounts expended and/or committed by Phillies Florida with respect to the Phillies Florida Prior Project Work, which, as of the date of this Term Sheet, is the aggregate approximate sum of $43,000,000.00. 21.Use Agreement Term:The City and Phillies Florida will enter into a definitive amended and restated Use Agreement (amending and restating the Existing Use Agreements into a single agreement) consistent with the terms of the Existing Use Agreements (as modified as contemplated by this Term Sheet) providing for a term(s) commencing as of January 1, 2028 and ending as of December 31, 2047 (the equivalent of twenty (20) MLB Spring Training Seasons) with two (2) automatic five-year renewals, unless Phillies Florida notifies the City that it does not intend to further renew the definitive Use Agreement not less than two (2) years prior to the then expiring term. 22.Use Payments:The definitive Use Agreement will provide for payment by Phillies Florida of the following use fees for each year of the term: $350,000.00 per year for BayCare Ballpark and the Phillies Complex for the initial year, with annual adjustments of the percentage change in the Consumer Price Index (base year is the first year of the term of the Use Agreement) from year to year. 15 Section:Topic:Contemplated Terms for Definitive Agreements: $200,000.00 per year for the Carpenter Complex for the initial year, with annual adjustments of the percentage change in the Consumer Price Index (base year is the first year of the term of the Use Agreement) from year to year. $1.20 per MLB Spring Training ticket sold each year. 23.Ad Valorem Taxes:Liability for ad valorem taxes and assessments for the Stadium Facility Campus will be as provided in the Existing Use Agreements. 24.Maintenance:The quality of materials incorporated into the Project will not deviate in any material respect from the quality of such materials as provided in the final plans and specifications for the Project in a manner that would materially increase the cost to the City of maintenance, repair, and/or replacement of elements of the Stadium Facility Campus. Phillies Florida will operate and manage the Stadium Facility Campus consistent with current practice under the Existing Use Agreements. The City will employ staff or retain independent contractors, or reimburse Phillies Florida for the cost of staff or independent contractors of Phillies Florida consistent with current practice under the Existing Use Agreements. Each of Phillies Florida and the City will provide the annual funding necessary to satisfy their respective operating and maintenance responsibilities (including without limitation an annual contribution by the City for field supplies in an amount of up to $85,000.00 for the initial year, with annual adjustments of the percentage change in the Consumer Price Index (base year is the first year of the term of the Use Agreement) from year to year), but otherwise in a manner consistent with current practice under the Existing Use Agreements. Exhibit “C” details Phillies Florida’s operating and maintenance responsibilities. The City will be responsible for all operating and maintenance responsibilities not identified in Exhibit “C”. 25.Indemnification:Obligations for indemnity as to the City will be consistent with the Existing Use Agreements. Phillies Florida will indemnify and defend the County for any claims relating to the Project except to the extent such claim is as a result 16 Section:Topic:Contemplated Terms for Definitive Agreements: solely of the gross negligence or willful misconduct of the County, its employees, agents, or independent contractors, or arising from a breach by the County of any Definitive Agreement to which the County is party. 26.Naming Rights/Sponsorships:Phillies Florida will retain 100% of the revenue generated from the sale of sponsorships and/or naming rights of all or any portion of the Stadium Facility Campus. 27.Home Games; Non-Relocation:The definitive Use Agreement will provide that (i) the MLB Team will play all home games during the regular MLB spring training season and (ii) the Minor League Team will play all home games during the PDL regular season within the BayCare Ballpark, except that either of the MLB Team and the Minor League Team may play home games in international locations or other locations in which the applicable team is designated as the “home team” (a) as required or approved by MLB or PDL, as applicable, in accordance with MLB or PDL Rules and Regulations applicable uniformly to all teams within each respective league or to all similarly-situated teams (Note: the italicized language or substitute language is subject to the approval of MLB before inclusion in the Definitive Agreements), (b) as a result of any damage or destruction to the BayCare Ballpark, or (c) as a result of any Force Majeure Event. Additionally, neither the MLB Team nor the Minor League Team will be required to play any scheduled spring training home game as to the MLB Team, or any scheduled regular season home game as to the Minor League Team as a result of the cancellation of any such scheduled home game (x) as required by MLB or PDL, as applicable, in accordance with MLB or PDL Rules and Regulations, (y) as a result of inclement weather or a Force Majeure Event, or (z) as a result of the cancellation of any spring training season in the case of the MLB Team or any regular season in the case of the Minor League Team. The County will be a beneficiary with independent enforcement rights under any definitive Non-Relocation Agreement or of the Use Agreement, to the extent that non-relocation provisions are set forth in the definitive Use Agreement instead of a separate definitive Non-Relocation Agreement. 17 Section:Topic:Contemplated Terms for Definitive Agreements: 28.Sale of Team:To the extent of any sale of or change in ownership of the MLB Team, all of the Definitive Agreements must be transferred and assigned to the new owner of the MLB Team or an affiliate thereof. To the extent of any sale of or change in ownership of the Minor League Team only, all rights and obligations applicable to the Minor League Team under the Definitive Agreements will be transferred and assigned to the new owner of the Minor League Team. For avoidance of doubt, neither the City nor the County will have the right to approve any such sale or transfer, however, The Phillies and/or Phillies Florida, as applicable, will provide written notice to the City and County of such transfer, and include evidence of any required consent of Major League Baseball and/or MLB Professional Development Leagues, LLC, as applicable. 29.Disaster Staging Provisions:To be consistent with the terms of the Existing Use Agreements. 30.Future Capital Expenditures:Provisions as to capital improvements and capital expenditures relating to the Stadium Facility Campus will be consistent with the provisions of the Existing Use Agreements relating to capital improvements and capital expenditures, including a requirement that the City, as owner of the Stadium Facility Campus, will be responsible for all of the cost of any MLB Required Improvements or such improvements as may be otherwise required by law. Discretionary capital improvements and financial responsibility therefor as between the parties will be determined prior to undertaking the same. “MLB Required Improvements” shall mean any Capital Improvement or Capital Expenditure required to be made or undertaken by Major League Baseball, MLB Professional Development Leagues, LLC, or any other affiliate of Major League Baseball, or otherwise necessary to maintain the Stadium Facility in accordance with first-class MLB Spring Training stadium standards at the time of reference. 31.Marketing Trips by City/County Officials: To be consistent with the existing practice with respect to same and incorporated into a definitive Marketing Agreement and the Use Agreement. The value of the 18 Section:Topic:Contemplated Terms for Definitive Agreements: marketing commitment by The Phillies to the County Tourism Agency (Visit St. Pete Clearwater “VSPC”) will be set at $850,000.00 annually beginning in 2026, with a 3% annual escalator beginning in 2032. 32.Dispute Resolution1:The Definitive Agreements to which the County is not a party will include provisions for expedited binding alternative dispute resolution (“Expedited ADR”) only as to disputes during and related to the construction of the Project and consistent with the following: (i) any such dispute will be conducted before a panel of three arbitrators, with the City and Phillies Florida each selecting an arbitrator of their choice, and with the third arbitrator to be selected by agreement of the two chosen arbitrators and (ii) such arbitration proceedings will occur in Clearwater, Florida. All other disputes may be subject to alternative dispute resolution mechanisms and procedures to be set forth in such Definitive Agreements, but such procedures will not include “binding” arbitration. Each other Definitive Agreement will provide for alternative dispute resolution mechanisms and procedures for certain matters provided that such mechanisms and procedures do not include “binding” arbitration. 33.Guaranty:The Phillies must guaranty payment obligations of Phillies Florida under the Definitive Agreements. Additionally, consistent with the Existing Use Agreements, The Phillies must agree to be bound by the provisions requiring the MLB Team to play spring training Home Games at the BayCare Ballpark as provided herein. 34.Major League Baseball Required Language: Each of the Definitive Agreements must include (and this Term Sheet is subject to) the following clause as required by Major League Baseball (“MLB”): Notwithstanding any other provision of this Agreement, this Agreement and any rights or exclusivities granted by The Phillies hereunder shall in all respects be subordinate to the MLB Rules and Regulations and the 19 Section:Topic:Contemplated Terms for Definitive Agreements: PDL Rules and Regulations applicable uniformly to all teams within each respective league or to all similarly-situated teams (Note: the italicized language or substitute language is subject to the approval of MLB before inclusion in the Definitive Agreements). The issuance, entering into, amendment or implementation of any of the MLB Rules and Regulations or the PDL Rules and Regulations shall be at no cost or liability to any MLB Entity or MLB PDL Entity or to any individual or entity related thereto. No rights, exclusivities or obligations involving the Internet or any interactive or on-line media (as defined by the applicable MLB Entities) are conferred by this Agreement, except as are specifically approved in writing by the applicable MLB Entities. MLB and MLB PDL are intended third party beneficiaries of the provisions of this [SECTION] and each other provision in this Agreement that specifically prohibits action without first obtaining MLB Approval or PDL Approval and has the right to waive or enforce such other provisions directly against any party hereto (or their successors and permitted assigns). Contemplated Project Agreements: x Capital Funding Agreement –Agreement among the City, County and Phillies Florida providing for (among other things): the final description of the Project including, and definitively describing, Project Key Components, Design Standards, financial contributions of each of the Parties and financing and Project Funding mechanisms (including potential use of Owner Direct Purchasing as well as payment and review provisions to implement reimbursement and other payments by the Trustee from the Construction Funds Trust Agreement); defining applicable terms; providing for dispute resolution;providing for allocation of final Project Savings; and providing for contingencies. x Use Agreement –Facilities Use Agreement describing the premises to be used by Phillies Florida, the length of the term and renewal options, use fees, allocation of maintenance and operating responsibilities, division of labor, future Capital Improvements and Capital Expenditures, and dispute resolution mechanisms, including expedited processes for repair and maintenance issues, and otherwise generally consistent with the terms of the Existing Use Agreements. x Non-Relocation Agreement (or provisions in Use Agreement) –An agreement (or provisions in the Use Agreement) among the City, the County, Phillies Florida, and The Phillies providing, subject to certain enumerated exceptions, for the MLB Team to play its Home Games during the MLB Spring Training Season, and the Minor League Team to play its MiLB Home Games within the BayCare Ballpark consistent, except as provided herein, with the terms as to same currently set forth in the Existing Use Agreements. x The Phillies Guaranty – Guaranty by The Phillies of the payment obligations of Phillies Florida 20 under the Definitive Agreements. x Construction Funds Trust Agreement –Agreement among the City,County and Phillies Florida providing for the escrow of funds required to be contributed by each pursuant to the terms of the Capital Funding Agreement, appointing a Trustee to administer the Construction Funds Trust, and providing for the disbursement of the escrowed funds by the Trustee pursuant to the terms thereof. x Interlocal Agreement –If required, an agreement between the City and County to assure the necessary flow of funds for their respective funding of the Project Costs required to be funded by them and, as applicable, eligibility for State of Florida funding for a Retained Spring Training Facility. EXHIBIT A PROJECT NARRATIVE 1 The Phillies Clearwater Campus (“Campus”) is comprised of three parcels: 1. BayCare Ballpark (stadium at 601 N. Old Coachman Road) 2. Carpenter Complex (player development complex at 651 N. Old Coachman Road) 3. Phillies Complex (residential property at 650 N. Old Coachman Road) BayCare Ballpark A general description of the expected Project key components on the BayCare Ballpark parcel includes, but is not limited to, the following items. Components marked with an asterisk (*) have been completed or are currently in process. Notations such as “BCB1A” are provided solely for reference to the site plan of the Campus for ease in identifying the location of a particular item. 1. BCB1 - Stadium Improvements a.BCB1A - Constructing and renovating, on both the stadium’s home and visiting sides and for males and females, player, coaching and related staff areas, such as: i. locker rooms ii. wet areas iii. strength & conditioning iv. treatment v. recovery vi. hydrotherapy vii. mental health viii. mental performance ix. video coaching x. dining xi. kitchen xii. batting cages These improvements include mandatory facility standards elements for the Clearwater Threshers to be compliant under their Player Development License (PDL) with Major League Baseball (MLB) as well as elements necessary to bring the stadium’s facilities for MLB players up to MLB first-class standards, a portion of which was completed during the restoration work that was necessary following Hurricanes Milton and Helene. This Project element involves renovation of approximately 50,000 square feet of existing stadium footprint, of which 15,000 square feet on the ground level related to the EXHIBIT A PROJECT NARRATIVE 2 completed effort referred to as the PDL Project (the primary purpose of which was to bring the visiting side of the stadium into PDL compliance on behalf of the Clearwater Threshers franchise) and 35,000 square feet on the ground level of the existing footprint relates to planned MLB home team improvements. The current plan includes a ground-floor stadium footprint expansion to the north that totals approximately 21,000 square feet to accommodate several of the elements described above, including batting tunnels, training, recovery, kitchen and dining space. There is also a planned 2-story stadium footprint expansion to the north with 8,000 square feet per floor for certain elements described above and operating space, as well as an enclosed connection on the west side of the building for operational vertical and horizontal movement. Other elements of the BCB1 Project key component include: b. BCB1B - Renovating the left field concourse, including expanding it by approximately 9,000 square feet, relocating the playground, and replacing and modestly relocating a new Frenchy’s Tiki Pavilion to allow for better fan access and experience; c.BCB1C – Enhancing concessions, including refreshing existing stands and expanding capacity for portables through the expanded concourse described in BCB1B and BCB8; d. BCB1D - Renovating and expanding (by 4,000 square feet) general stadium operating space on the concourse and suite levels, including a covered walkway necessary for operational vertical and horizontal movement; e.BCB1E - Expanding the main retail store on the concourse level of the stadium from 1,900 square feet to 2,700 square feet to improve fan access and experience; f. BCB1F - Constructing new restrooms for Hooters Diamond Dugout fans (this area hosts as many as 35 fans and we currently have only one toilet serving these VIP guests; this element will provide a greatly improved fan experience through modernizing the facility and expanding the number of toilets); 2.BCB2 - Replacing and relocating the main video board and related control equipment and upgrading the portion of the berm where the main video board is located*; 3.BCB3 - Constructing a 3-story (approximately 3,000 square feet per floor) expansion at the southwest corner of the stadium that would incorporate a new elevator tower and lobby to enhance ADA and fan convenience capabilities and house EXHIBIT A PROJECT NARRATIVE 3 Maintenance on the ground floor (for the entire Campus), information technology and communications equipment and cleaning operations space on the second floor (both of which will service the entire Campus), and on the third floor a suite and club kitchen (the current 400 square foot suite and club kitchen space has been grossly insufficient since the ballpark’s inaugural year and will be converted into much- needed suite and club storage); 4. BCB4 - Replacing stadium seating, chairs and benches generally with status quo size and quality; 5. BCB5 - Replacing metal halide field lighting with LED field lighting; 6. BCB6 - Constructing a 2-story Center Field building, with approximately 1,200 square feet per floor, to house fan restrooms on the concourse level, an elevator for fan use, and a rooftop deck that will accommodate approximately 50 fans; 7. BCB7 – Refurbishing suite interiors and converting the walkway behind the press area, suites and the First Base Club into climate-controlled space that would extend from a new restroom at the east end to a new elevator tower and lobby at the West entrance to enhance ADA and fan convenience capabilities; 8. BCB8 - Expanding the right field concourse by 3,500 square feet to allow for better fan access and experience and updating the grounds crew work area beneath the concourse; 9.BCB9 - Upgrading the West fan entrance plaza, which is the primary fan entrance from N. Old Coachman Road. Carpenter Complex A general description of the expected Project key components on the Carpenter Complex parcel includes, but is not limited to, the following items. Components marked with an asterisk (*) have been completed or are currently in process. Notations such as “CC1” are provided solely for reference to the site plan of the Campus for ease in identifying the location of a particular item. 1. CC1 - Constructing a Baseball lab inside the Montgomery Building*; 2. CC2 – Updating the existing 17,000 square-foot Owens Building; 3. CC3 - Replacing the 3,700 square-foot Groundskeeping Building (which services the entire Campus); 4. CC4 – Improvements to Ashburn Field including: a.Conversion of half of the field into two grass half-fields; b. Conversion of half of the field into an artificial grass agility field and covered pitching mounds; EXHIBIT A PROJECT NARRATIVE 4 c.Upgrading drainage and underground water retention and diversion capabilities (benefits the entire Campus); d. A storage area for field maintenance and player-related supplies. 5. CC5 – Relocating the existing multi-purpose tent at the stadium to Carpenter Complex for minor-league spring training dining and other related uses. Site Improvements and Soft Costs The Project will include customary soft costs (e.g. design, project management, insurance, etc.) and infrastructure across all Project components. The Project will also include Campus site improvements, including relocations and upgrades to Campus utilities, service road improvements, and adding a site generator to support emergency recovery situations. In addition, the Project is designed to include flood mitigation elements at various Campus locations, expanding employee parking primarily through a conversion of the Phillies Complex into a parking lot, technology items such as installing Campus Wi-Fi*, and replacing way finding signage primarily at the stadium. The current Project design, primarily through expanded concourse space, relocation of the playground, and a new Center Field fan rooftop deck, will provide flexibility to expand the BayCare Ballpark attendance capacity by several hundred compared to the current attendance capacity of 10,900, which consists of nearly 7,300 fixed seats plus berm and standing room capacity. CC1 Baseball Lab CC 2 OWENS BUILDING UPDATES CC1 NEW BASEBALL LAB CC4 ASHBURN FIELD CONVERSION (E) ROBERTS FIELD (E) SCHMIDT FIELD CC4 GRASS HALF FIELD CC4 SYNTHETIC AGILITY FIELD SITE IMPROVEMENT EXPANDED STAFF PARKING LOT DROP OFF AREA (E) HALF FIELD (E) PITCHING PACK BCB7 WEST ENTRANCE ELEVATOR/ LOBBY BCB1A EXPANDED CONCOURSE BCB1B NEW/ RELOCATED FRENCHY'S BCB1D OFFICE CONNECTION WALKWAY CANOPY CC4 PITCHING PACK CC3 GROUNDSKEEPING BUILDING REPLACEMENT CC5 MULTI-PURPOSE TENT RELOCATION BCB1A Stadium Improvements - North Addition / Renovation BCB6 NEW CENTER FIELD BUILDING WITH RESTROOMS, ELEVATOR AND FAN DECK BCB2 New Video Board and Berm Improvements BCB5 Baycare LED Light Replacement BCB3 Southwest Building BCB8 Right Field Corner BCB7 Suite and Club Improvements BCB9 Upgrade West Entrance Plaza BCB1C&D Stadium Improvements - Renovating Left Field Concourse CC4 GRASS HALF FIELD CC4 PITCHING PACK CCI ROM Cost Estimate 03-03-26 Philadelphia Phillies | BayCare / Carpenter Complex Transformation 16326482432 SCALE: 1/32" = 1'-0" 0 CCI ROM Cost Estimate 03-03-26 Philadelphia Phillies | BayCare / Carpenter Complex Transformation 16326482432 SCALE: 1/32" = 1'-0" 0 NORTH EXPANSION RE-ROUTE SERVICE ROAD AND UTILITIES SUITE LEVEL (E) HALF FIELD (E) OWEN'S BUILDING (E) SCHMIDT FIELD (E) CARLTON FIELD (E) ROBERTS FIELD ASHBURN FIELD (E) MONTGOMERY CENTER BCB4 Replacement of all Stadium Seats (incl. seating tables). BCB3 Southwest Building BCB5 Baycare LED Light Replacement BCB5 Baycare LED Light Replacement BCB6 NEW CENTER FIELD BUILDING BCB7 Suite and Club Improvements BCB8 Expand Right Field Concourse BCB1D Stadium Improvements - Renovating and Expanding Stadium Operating Space BCB1B Stadium Improvements - Renovating Left Field Concourse BCB1F Stadium Improvements - Enhancing Concessions BCB1E Stadium Improvements - Expanding Main Retail Store BCB1A Stadium Improvements - North Addition / Renovation BCB2 New Video Board and Berm Improvements EXHIBIT B Exhibit C Phillies Maintenance and Repair Responsibilities BayCare Ballpark - Cleaning and trash removal of stadium seating bowl, concourse, suite level and surrounding common areas for all Phillies events. - Cleaning and trash removal of all parking and exterior common areas for all Phillies events. - Cleaning and pressure washing of all interior ballpark areas, exterior sidewalks and plaza areas. - General housekeeping and cleaning of all interior buildings, player areas, offices, etc. on an as needed and regular basis. - Responsible for all necessary police, EMT and contracted security personnel for all Phillies events. - All cleaning and regularly scheduled maintenance of carpet, tile and flooring surfaces throughout the facility. - Maintenance and cleaning of all fountains and whirlpools. - Fire and security monitoring. - Contracted maintenance services such as document shredding, medical waste removal, air conditioning filters, concessions cooking equipment repair, concessions beverage line cleaning, concessions hood cleanings, concessions mechanical equipment (portable beer taps and refrigerators) , communications and servers, security and baseball operations camera systems, cooling tower water treatment, grease trap jetting and pumping, ansul fire suppression, pest control and life safety equipment (fire extinguishers and AEDs). - Maintenance and repair of electronic gates. - Minor repairs including light bulb replacement, umbrellas, ceiling tiles, millwork drywall repair, and “touch up” painting. - Maintenance, repair, and replacement of all static advertising signage. - All day-to-day maintenance and repair of playing fields, batting tunnels and bullpens. - Labor related to light maintenance and repair of seating in all spectator areas utilizing seat parts provided by the City at its cost. - Public restroom cleaning (labor and supplies) and supplying all restroom paper products. - Maintenance and replacement of laundry equipment and supplies. - Supply and maintain all portable concourse concessions and retail kiosks. - Maintenance and replacement of all interior and exterior banners promoting Phillies, Threshers and Naming Rights partners. Exhibit C Carpenter Complex - General housekeeping and cleaning of all interior buildings, player areas, offices, etc. on an as needed and regular basis. - Responsible for all necessary police, EMT and contracted security personnel for all Phillies events. - All cleaning and regularly scheduled maintenance of carpet, tile and flooring surfaces throughout the facility. - Maintenance and cleaning of all fountains and whirlpools. - Fire and security monitoring. - Contracted maintenance services such as document shredding, medical waste removal, communications and servers, security and baseball operations camera systems. - All day-to-day maintenance and repair of playing fields, batting tunnels and bullpens. - Public restroom cleaning (labor and supplies) and supplying all restroom paper products. - Maintenance and replacement of laundry equipment and supplies. - Maintenance and replacement of all interior and exterior banners promoting Phillies, Threshers and Naming Rights partners. Cover Memo City of Clearwater Main Library - Council Chambers 100 N. Osceola Avenue Clearwater, FL 33755 File Number: ID#26-0298 Agenda Date: 4/20/2026 Status: Agenda ReadyVersion: 1 File Type: Action ItemIn Control: Public Works Agenda Number: 4.1 SUBJECT/RECOMMENDATION: Award a construction contract to Southern Road & Bridge, LLC of Palm Harbor, FL, for slope stabilization in the annual not-to-exceed amount of $3,500,000.00 for an initial one-year term with the option to renew for three additional one-year terms, on a unit price basis pursuant to Invitation to Bid (ITB) 26-0006-EN, and authorize the appropriate officials to execute same. (consent) SUMMARY: The contract was intentionally structured to comply with all applicable Federal Emergency Management Agency (FEMA) procurement and reimbursement requirements, including the use of competitively bid unit prices, clearly defined scopes of work, and the inclusion of a broad range of eligible construction activities. This approach ensures that work performed under this contract remains eligible for FEMA reimbursement when associated with declared emergency events. To further support emergency response and recovery efforts, the bid was developed with a comprehensive set of line items designed to provide the City with flexibility and increased capacity to address a wide variety of stormwater and coastal infrastructure needs. These items include, but are not limited to, seawall repairs, minor and major slope stabilization, pipe replacement, erosion control, landscaping restoration, and emergency debris removal. By incorporating these elements into a single competitively procured contract, the City can respond more efficiently and effectively to both routine and large-scale emergency events without delay. The City issued Invitation to Bid (ITB) 26-0006-EN, Slope Stabilization, which closed on February 10, 2026, and resulted in four responsive bids. Southern Road & Bridge LLC was determined to be the lowest responsive and responsible bidder in accordance with the bid specifications, with a total bid amount of $10,986,300. This amount represents the full range of potential work under the contract based on estimated quantities and all possible line items. At this time, the City is requesting authorization in the amount of $3,500,000 to address the six currently identified FEMA-inspected and reimbursable project locations. The contract is unit price-based and includes a wide array of line items; therefore, not all bid items will be utilized for these initial projects. The intent of this bid is to obtain competitive prices to establish an annual contract for as needed services for Stormwater infrastructure improvements and repairs, specifically related to emergency slope stabilization construction. All quantities are estimates, the City is not obligated to purchase any minimum or maximum amount during the life of the Contract. All or part of the work is Unit Price per Work, as referenced in Section III, Article 11.3 of the Contract Documents. The work will be assigned at various locations with the limits of the City of Clearwater jurisdiction. The contract duration is one year from the notice to proceed date. City reserves the right to extend the contract on a yearly basis, and up to three one-year renewal terms and will be awarded on Unit Price Basis, as referenced in Section IV, 101 of the Contract Documents. Page 1 City of Clearwater Printed on 4/14/2026 File Number: ID#26-0298 APPROPRIATION CODE AND AMOUNT: Funds are available in capital improvement project ENST180001, Storm System Improvements, and ENST180006, Alligator Creek, to fund these work orders. These projects are funded by revenues from the Stormwater Utility Enterprise Fund, however reimbursement from FEMA will be requested. STRATEGIC PRIORITY: 1.2 Maintain public infrastructure, mobility systems, natural lands, environmental resources, and historical features through systematic management efforts.1.3 Adopt responsive levels of service for public facilities and amenities, and identify resources required to sustain that level of service. 1.4 Foster safe and healthy communities in Clearwater through first-class public safety and emergency response services. 1.5 Embrace a culture of innovation that drives continuous improvement and successfully serves all our customers. 2.2 Cultivate a business climate that welcomes entrepreneurship, inspires local investment, supports Eco-friendly enterprises, and encourages high-quality job growth. 2.3 Promote Clearwater as a premier destination for entertainment, cultural experiences, tourism, and national sporting events. 2.5 Facilitate partnerships with educational and research institutions to strengthen workforce development opportunities. 3.2 Preserve community livability through responsible development standards, proactive code compliance, and targeted revitalization. 3.3 Promote marketing and outreach strategies that encourage stakeholder engagement, enhance community education and build public trust. 3.4 Inspire citizen participation through civic engagement and volunteerism to build strong, inclusive and engaged communities. 4.1 Support proactive climate resiliency strategies based in science to protect natural and built environments from impacts associated with sea level rise. 4.2 Adopt renewable resource usage and waste reduction practices to ensure a vibrant City for current and future generations. Page 2 City of Clearwater Printed on 4/14/2026 Line Item Description Quantity Unit of Measure 1.01 Mobilization and Site Preparation 1.01.01 Mobilization, General (Baseline rate $5000 enter $5,000 for unit cost)1 EA 1.02 Maintenance of Traffic 1.02.01 MOT, Erect-Maintain-Remove, Arterial Road 10 EA 1.02.02 MOT, Erect-Maintain-Remove, Local Road 10 EA 1.02.03 MOT, Supplemental Item, VMB 10 EA/DAY 1.02.04 MOT, Supplemental Item, Type K Barrier 100 LF/DAY 1.02.05 MOT, Supplemental Item, Low Profile Barrier 100 LF/DAY 1.03 Erosion and Sediment Control 1.03.01 Silt Fence 10 LF 1.03.02 Inlet Protection 10 EA 1.03.03 Turbidity Barrier 10 EA 1.03.04 Soil Tracking 10 EA 1.04 Misc Services 1.04.01 Pre-Construction Video Services 5 EA 1.04.02 Post-Installation Pipe / Structure Televising 5 DAY 1.04.03 Vibration Monitoring 30 STRUCTURE/DAY 1.04.04 Engineering Design Services 20000 EA 1.04.05 Geotechnical Investigation, Material Testing, Allowance 10000 EA 2.0 Earthwork 2.0.01 Demolition / Clearing & Grubbing 5 AC 2.0.02 Unsuitable Material Removal, Muck / Organic Material 100 CY 2.0.03 Unsuitable Material Removal, Clay 100 CY 2.0.04 Unsuitable Material Removal, Rock 100 CY 2.0.05 Import Suitable Material 1075 CY Slope Stabilization 2.0.06 Dewatering, Supplemental, < 6' Depth 60 DAY 2.0.07 Dewatering, Supplemental, < 6'-10' Depth 30 DAY 2.0.08 Dewatering, Supplemental, <10'-12' Depth 15 DAY 2.0.09 Dewatering, Supplemental, < 12'-14' Depth 15 DAY 2.0.10 Regular Excavation 500 CY 2.0.11 Swale Excavation 150 CY 2.0.12 Channel Excavation, Minor 100 CY 2.0.13 Channel Excavation, Major 100 CY 2.0.14 Swale Grading & Profiling 500 SY 2.0.15 Channel Grading & Profiling, Minor 50 SY 2.0.16 Channel Grading & Profiling, Major 150 SY 2.0.17 Upland Grading & Profiling 1250 SY 2.0.18 Flowable Fill, Backfill 10 CY 2.0.19 Flowable Fill / Grout, Pipe Abandonment 10 CY 2.1 Slope Stabilization 2.1.01 Plastic Erosion Control Matting, FDOT Type 1 25 SY 2.1.02 Plastic Erosion Control Matting, FDOT Type 2 25 SY 2.1.03 Plastic Erosion Control Matting, FDOT Type 3 25 SY 2.1.04 Erosion Control Blanket, FDOT 25 SY 2.1.05 Riprap (Rubble) (Ditch Lining) w/ Bedding Stone 100 TON 2.1.06 Gabion Baskets, Initial Course 10 CY 2.1.07 Gabion Baskets, Additional Course 10 CY 2.1.08 Gabion Baskets, Passive Earth Anchor, Furnish & Install (≤ 10-feet)5 EA 2.1.09 Gabion Baskets, Passive Earth Anchor, Additional Footage 50 LF 2.1.10 Steel Sheet Piling, ≤ 0.375-inches, ≤ 20-ft 55000 SF 2.1.11 Steel Sheet Piling, ≤ 0.375-inches, 20- ft < x ≤ 50-ft 5000 SF 2.1.12 Steel Sheet Piling, ≤ 0.375-inches, > 50-ft 50000 SF 2.1.13 Steel Sheet Piling, 0.375-inches < x < 0.5-inches, ≤ 20-ft 5000 SF 2.1.14 Steel Sheet Piling, 0.375-inches < x < 0.5-inches, 20-ft < x ≤ 50-ft 5000 SF 2.1.15 Steel Sheet Piling, 0.375-inches < x < 0.5-inches, > 50-ft 5000 SF 2.1.16 Steel Sheet Piling, Structural Steel 50000 LB 2.1.17 Steel Sheet Piling, Existing Wall Connection 25 VF 2.1.18 Prestressed Soil Anchors, FDOT, Furnish & Install (≤ 20-feet)100 EA 2.1.19 Prestressed Soil Anchors, FDOT, Additional Footage 500 LF 2.1.21 Concrete Cap, Steel Reinforcement 9500 LB 2.1.22 Pipe Penetration, Erosion Control Matting 5 EA 2.1.23 Pipe Penetration, Steel Sheet Piling 5 EA 2.1.24 Pipe Penetration, Gabion Basket 5 EA 3.0 Drainage Pipe Pipe Depth ≤ 6’ 3.0.01 15" Reinforced Concrete Pipe (RCP)10 LF 3.0.02 18" Reinforced Concrete Pipe (RCP)10 LF 3.0.03 24" Reinforced Concrete Pipe (RCP)10 LF 3.0.04 30" Reinforced Concrete Pipe (RCP)10 LF 3.0.05 36" Reinforced Concrete Pipe (RCP)10 LF 3.0.06 42" Reinforced Concrete Pipe (RCP)10 LF 3.0.07 48" Reinforced Concrete Pipe (RCP)10 LF 3.0.08 12" HDPE Pipe Smooth Interior 10 LF 3.0.09 15" HDPE Pipe Smooth Interior 10 LF 3.0.10 18" HDPE Pipe Smooth Interior 10 LF 3.0.11 24" HDPE Pipe Smooth Interior 10 LF 3.0.12 30" HDPE Pipe Smooth Interior 10 LF 3.0.13 36" HDPE Pipe Smooth Interior 10 LF 3.0.14 42" HDPE Pipe Smooth Interior 10 LF 3.0.15 48" HDPE Pipe Smooth Interior 10 LF 3.0.16 Mitered End Section, FDOT Cross Drain, 15"2 EA 3.0.17 Mitered End Section, FDOT Cross Drain, 18"2 EA 3.0.18 Mitered End Section, FDOT Cross Drain, 24"2 EA 3.0.19 Mitered End Section, FDOT Cross Drain, 30"2 EA 3.0.20 Mitered End Section, FDOT Cross Drain, 36"1 EA 3.0.21 Mitered End Section, FDOT Cross Drain, 42"1 EA 3.0.22 Mitered End Section, FDOT Cross Drain, 48"1 EA 3.0.23 City Standard Curb Inlet (S.D. A-9)10 EA 3.0.24 FDOT Type J-7T M.H. (5x5)10 EA 3.0.25 FDOT Type J-7T M.H. (6x6)10 EA 3.0.26 FDOT Type J-7T M.H. (6x7)10 EA 3.0.27 FDOT Type "F" D.B.I 10 EA 3.0.28 FDOT Type "C" D.B.I 10 EA 3.0.29 FDOT Type "C" D.B.I, Pond Control Structure w/ Fiberglass Skimmer 1 EA 3.0.30 FDOT Type "E" D.B.I, Pond Control Structure w/ Fiberglass Skimmer 1 EA 3.0.31 Remove & Dispose Existing Pipe (All Sizes)10 LF PIPE DEPTH > 6’ ≤ 10’ 3.1.01 15" Reinforced Concrete Pipe (RCP)10 LF 3.1.02 18" Reinforced Concrete Pipe (RCP)10 LF 3.1.03 24" Reinforced Concrete Pipe (RCP)10 LF 3.1.04 30" Reinforced Concrete Pipe (RCP)10 LF 3.1.05 36" Reinforced Concrete Pipe (RCP)10 LF 3.1.06 42" Reinforced Concrete Pipe (RCP)10 LF 3.1.07 48" Reinforced Concrete Pipe (RCP)10 LF 3.1.08 12" HDPE Pipe Smooth Interior 10 LF 3.1.09 15" HDPE Pipe Smooth Interior 10 LF 3.1.10 18" HDPE Pipe Smooth Interior 10 LF 3.1.11 24" HDPE Pipe Smooth Interior 10 LF 3.1.12 30" HDPE Pipe Smooth Interior 10 LF 3.1.13 36" HDPE Pipe Smooth Interior 10 LF 3.1.14 42" HDPE Pipe Smooth Interior 10 LF 3.1.15 48" HDPE Pipe Smooth Interior 10 LF 3.1.16 City Standard Curb Inlet (S.D. A-9)10 EA 3.1.17 FDOT Type J-7 M.H. (5x5)10 EA 3.1.18 FDOT Type J-7 M.H. (6x6)10 EA 3.1.19 FDOT Type J-7 M.H. (6x7)10 EA 3.1.20 FDOT Type "F" D.B.I 10 EA 3.1.21 FDOT Type "C" D.B.I 10 EA 3.1.22 Remove & Dispose Existing Pipe (All Sizes)10 LF 4.0 Paving & Marking and Milling/Paving Paving and Marking 4.0.01 8" Roadway Base (LBR 100)10 SY 4.0.02 12" Stabilized Subgrade (LBR 40)10 SY 4.0.03 Straight Curb 10 LF 4.0.04 Header Curb 10 LF 4.0.05 City Modified Curb 10 LF 4.0.06 City Type I Curb 10 LF 4.0.07 Valley Gutter Curb 10 LF 4.0.08 R&R 6" Concrete Sidewalk 10 SF 4.0.09 R&R Concrete Driveway Restoration 10 SF 4.0.10 Pedestrian Ramps w/ Detectable Warning 10 EA 4.0.11 Remove and Replace Curbs 10 LF Milling/Paving 4.1.01 Milling (up to 2") (includes disposal at non-city facility)10 SY 4.1.02 Milling (2"-4") (includes disposal at non-city facility)10 SY 4.1.03 Superpave Asphalt Concrete, Type SP 12.5 10 TN 4.1.04 Superpave Asphalt Concrete, Type SP 9.5 10 TN 5.0 Landscaping and Restoration (includes disposal at non-city facility) 5.0.01 Tree Removal (0"-12" Diameter)10 EA 5.0.02 Tree Removal (13"-24" Diameter)10 EA 5.0.03 Tree Removal (25"-48" Diameter)10 EA 5.0.04 Tree Removal (Greater than 48" Diameter)10 EA 5.0.05 Tree Barricade 10 LF 5.0.06 Root Pruning 10 LF 5.0.07 Tree Planting and Watering (furnish tree/bag and install/fill bag 1x) (2"- 4" caliper-Native Species)10 EA 5.0.08 Tree Planting and Watering (furnish tree/bag and install/fill bag 1x) (5"- 6" caliper-Native Species) 10 EA 5.1 Performance Turf 5.01.01 Bahia 1500 SY 5.1.02 Bahia, Staked 500 SY 5.1.03 St. Augustine 10 SY 5.1.04 St. Augustine, Staked 10 SY 5.1.05 Seed Blend 10 SY 6.0 Emergency Debris Removal 6.0.01 Mobilization (Baseline rate $5000 enter $5,000 for unit cost)1 EA 6.0.02 Pickup with hand tools 10 HR 6.0.03 10 wheel dump truck with driver 10 HR 6.0.04 Loader (938 or Similar)10 HR 6.0.05 Skid Steer (Operator not included)10 HR 6.0.06 D-3 Bulldozer (Operator not included)10 HR 6.0.07 Operator - All Equipment 10 HR 6.0.08 Back Hoe (Operator not included)10 HR 6.0.09 Supervisor 10 HR 6.0.10 Laborer 10 HR 6.0.11 Debris Disposal 10 CY 6.0.12 Alternative Debris Disposal 10 TN 6.0.13 Grapple Truck-Self Loading (includes Driver)10 CY Total Unit Cost Total Unit Cost Total Unit Cost Total $5,000.00 $5,000.00 $5,000.00 $5,000.00 $5,000.00 $5,000.00 $11,500.00 $115,000.00 $2,500.00 $25,000.00 $2,500.00 $25,000.00 $9,500.00 $95,000.00 $2,500.00 $25,000.00 $2,500.00 $25,000.00 $55.00 $550.00 $100.00 $1,000.00 $200.00 $2,000.00 $125.00 $12,500.00 $10.00 $1,000.00 $50.00 $5,000.00 $110.00 $11,000.00 $10.00 $1,000.00 $50.00 $5,000.00 $5.00 $50.00 $15.00 $150.00 $15.00 $150.00 $450.00 $4,500.00 $325.00 $3,250.00 $220.00 $2,200.00 $35.00 $350.00 $75.00 $750.00 $500.00 $5,000.00 $3,200.00 $32,000.00 $3,250.00 $32,500.00 $3,800.00 $38,000.00 $2,000.00 $10,000.00 $1,000.00 $5,000.00 $500.00 $2,500.00 $4,500.00 $22,500.00 $5,500.00 $27,500.00 $500.00 $2,500.00 $2,250.00 $67,500.00 $1,000.00 $30,000.00 $465.00 $13,950.00 $7.00 $140,000.00 $1.00 $20,000.00 $1.00 $20,000.00 $4.00 $40,000.00 $1.00 $10,000.00 $1.00 $10,000.00 $90,000.00 $450,000.00 $17,500.00 $87,500.00 $32,500.00 $162,500.00 $135.00 $13,500.00 $40.00 $4,000.00 $100.00 $10,000.00 $135.00 $13,500.00 $40.00 $4,000.00 $100.00 $10,000.00 $135.00 $13,500.00 $60.00 $6,000.00 $185.00 $18,500.00 $65.00 $69,875.00 $65.00 $69,875.00 $50.00 $53,750.00 Cathcart Construction Keystone Excavators, Inc.Southern Road & Bridge $2,500.00 $150,000.00 $500.00 $30,000.00 $800.00 $48,000.00 $5,750.00 $172,500.00 $500.00 $15,000.00 $1,000.00 $30,000.00 $6,500.00 $97,500.00 $500.00 $7,500.00 $1,150.00 $17,250.00 $7,250.00 $108,750.00 $500.00 $7,500.00 $1,250.00 $18,750.00 $45.00 $22,500.00 $100.00 $50,000.00 $60.00 $30,000.00 $55.00 $8,250.00 $100.00 $15,000.00 $75.00 $11,250.00 $70.00 $7,000.00 $200.00 $20,000.00 $120.00 $12,000.00 $98.00 $9,800.00 $150.00 $15,000.00 $185.00 $18,500.00 $20.00 $10,000.00 $50.00 $25,000.00 $42.00 $21,000.00 $52.00 $2,600.00 $50.00 $2,500.00 $50.00 $2,500.00 $75.00 $11,250.00 $50.00 $7,500.00 $65.00 $9,750.00 $58.00 $72,500.00 $50.00 $62,500.00 $45.00 $56,250.00 $450.00 $4,500.00 $875.00 $8,750.00 $985.00 $9,850.00 $450.00 $4,500.00 $1,000.00 $10,000.00 $1,250.00 $12,500.00 $175.00 $4,375.00 $75.00 $1,875.00 $25.00 $625.00 $200.00 $5,000.00 $75.00 $1,875.00 $25.00 $625.00 $225.00 $5,625.00 $100.00 $2,500.00 $25.00 $625.00 $150.00 $3,750.00 $100.00 $2,500.00 $25.00 $625.00 $425.00 $42,500.00 $450.00 $45,000.00 $348.00 $34,800.00 $2,450.00 $24,500.00 $625.00 $6,250.00 $1,000.00 $10,000.00 $2,450.00 $24,500.00 $625.00 $6,250.00 $800.00 $8,000.00 $4,500.00 $22,500.00 $500.00 $2,500.00 $2,500.00 $12,500.00 $550.00 $27,500.00 $100.00 $5,000.00 $500.00 $25,000.00 $170.00 $9,350,000.00 $77.50 $4,262,500.00 $63.00 $3,465,000.00 $160.00 $800,000.00 $77.50 $387,500.00 $63.00 $315,000.00 $160.00 $8,000,000.00 $77.50 $3,875,000.00 $68.00 $3,400,000.00 $190.00 $950,000.00 $87.50 $437,500.00 $70.00 $350,000.00 $175.00 $875,000.00 $87.50 $437,500.00 $75.00 $375,000.00 $175.00 $875,000.00 $87.50 $437,500.00 $75.00 $375,000.00 $5.00 $250,000.00 $7.00 $350,000.00 $3.50 $175,000.00 $225.00 $5,625.00 $950.00 $23,750.00 $960.00 $24,000.00 $7,500.00 $750,000.00 $8,250.00 $825,000.00 $3,500.00 $350,000.00 $375.00 $187,500.00 $55.00 $27,500.00 $100.00 $50,000.00 $9.00 $85,500.00 $2.00 $19,000.00 $3.50 $33,250.00 $4,500.00 $22,500.00 $500.00 $2,500.00 $1,000.00 $5,000.00 $15,000.00 $75,000.00 $5,000.00 $25,000.00 $3,000.00 $15,000.00 $250.00 $1,250.00 $2,500.00 $12,500.00 $2,500.00 $12,500.00 $325.00 $3,250.00 $250.00 $2,500.00 $185.00 $1,850.00 $350.00 $3,500.00 $280.00 $2,800.00 $240.00 $2,400.00 $450.00 $4,500.00 $340.00 $3,400.00 $320.00 $3,200.00 $525.00 $5,250.00 $400.00 $4,000.00 $405.00 $4,050.00 $575.00 $5,750.00 $440.00 $4,400.00 $525.00 $5,250.00 $800.00 $8,000.00 $590.00 $5,900.00 $625.00 $6,250.00 $900.00 $9,000.00 $690.00 $6,900.00 $720.00 $7,200.00 $200.00 $2,000.00 $250.00 $2,500.00 $150.00 $1,500.00 $225.00 $2,250.00 $250.00 $2,500.00 $200.00 $2,000.00 $250.00 $2,500.00 $280.00 $2,800.00 $240.00 $2,400.00 $275.00 $2,750.00 $340.00 $3,400.00 $385.00 $3,850.00 $350.00 $3,500.00 $400.00 $4,000.00 $500.00 $5,000.00 $375.00 $3,750.00 $440.00 $4,400.00 $685.00 $6,850.00 $500.00 $5,000.00 $590.00 $5,900.00 $725.00 $7,250.00 $550.00 $5,500.00 $690.00 $6,900.00 $825.00 $8,250.00 $3,000.00 $6,000.00 $5,600.00 $11,200.00 $4,000.00 $8,000.00 $3,250.00 $6,500.00 $6,200.00 $12,400.00 $5,000.00 $10,000.00 $3,500.00 $7,000.00 $7,200.00 $14,400.00 $6,000.00 $12,000.00 $3,800.00 $7,600.00 $12,800.00 $25,600.00 $7,000.00 $14,000.00 $4,400.00 $4,400.00 $15,600.00 $15,600.00 $8,000.00 $8,000.00 $7,800.00 $7,800.00 $18,500.00 $18,500.00 $9,000.00 $9,000.00 $8,500.00 $8,500.00 $23,200.00 $23,200.00 $10,000.00 $10,000.00 $17,500.00 $175,000.00 $5,940.00 $59,400.00 $7,000.00 $70,000.00 $21,500.00 $215,000.00 $6,925.00 $69,250.00 $5,500.00 $55,000.00 $23,150.00 $231,500.00 $9,365.00 $93,650.00 $6,500.00 $65,000.00 $26,500.00 $265,000.00 $10,320.00 $103,200.00 $7,500.00 $75,000.00 $16,450.00 $164,500.00 $4,760.00 $47,600.00 $5,500.00 $55,000.00 $16,150.00 $161,500.00 $3,065.00 $30,650.00 $4,500.00 $45,000.00 $18,900.00 $18,900.00 $17,500.00 $17,500.00 $5,500.00 $5,500.00 $21,850.00 $21,850.00 $20,000.00 $20,000.00 $6,500.00 $6,500.00 $60.00 $600.00 $350.00 $3,500.00 $50.00 $500.00 $375.00 $3,750.00 $300.00 $3,000.00 $200.00 $2,000.00 $400.00 $4,000.00 $330.00 $3,300.00 $250.00 $2,500.00 $500.00 $5,000.00 $390.00 $3,900.00 $330.00 $3,300.00 $575.00 $5,750.00 $450.00 $4,500.00 $425.00 $4,250.00 $650.00 $6,500.00 $490.00 $4,900.00 $550.00 $5,500.00 $900.00 $9,000.00 $640.00 $6,400.00 $650.00 $6,500.00 $1,050.00 $10,500.00 $740.00 $7,400.00 $750.00 $7,500.00 $300.00 $3,000.00 $300.00 $3,000.00 $150.00 $1,500.00 $325.00 $3,250.00 $300.00 $3,000.00 $200.00 $2,000.00 $350.00 $3,500.00 $330.00 $3,300.00 $240.00 $2,400.00 $375.00 $3,750.00 $390.00 $3,900.00 $385.00 $3,850.00 $450.00 $4,500.00 $450.00 $4,500.00 $500.00 $5,000.00 $475.00 $4,750.00 $490.00 $4,900.00 $685.00 $6,850.00 $600.00 $6,000.00 $640.00 $6,400.00 $750.00 $7,500.00 $650.00 $6,500.00 $740.00 $7,400.00 $825.00 $8,250.00 $20,000.00 $200,000.00 $7,640.00 $76,400.00 $7,000.00 $70,000.00 $24,000.00 $240,000.00 $9,050.00 $90,500.00 $6,000.00 $60,000.00 $25,650.00 $256,500.00 $11,700.00 $117,000.00 $6,500.00 $65,000.00 $29,000.00 $290,000.00 $12,860.00 $128,600.00 $7,500.00 $75,000.00 $18,950.00 $189,500.00 $6,245.00 $62,450.00 $6,000.00 $60,000.00 $18,650.00 $186,500.00 $7,640.00 $76,400.00 $5,500.00 $55,000.00 $150.00 $1,500.00 $375.00 $3,750.00 $50.00 $500.00 $130.00 $1,300.00 $65.00 $650.00 $65.00 $650.00 $90.00 $900.00 $25.00 $250.00 $65.00 $650.00 $75.00 $750.00 $75.00 $750.00 $135.00 $1,350.00 $75.00 $750.00 $75.00 $750.00 $155.00 $1,550.00 $90.00 $900.00 $75.00 $750.00 $105.00 $1,050.00 $90.00 $900.00 $75.00 $750.00 $125.00 $1,250.00 $115.00 $1,150.00 $85.00 $850.00 $135.00 $1,350.00 $75.00 $750.00 $30.00 $300.00 $100.00 $1,000.00 $75.00 $750.00 $30.00 $300.00 $100.00 $1,000.00 $3,000.00 $30,000.00 $2,750.00 $27,500.00 $2,850.00 $28,500.00 $120.00 $1,200.00 $125.00 $1,250.00 $250.00 $2,500.00 $15.00 $150.00 $50.00 $500.00 $1,285.00 $12,850.00 $25.00 $250.00 $60.00 $600.00 $1,285.00 $12,850.00 $275.00 $2,750.00 $750.00 $7,500.00 $1,250.00 $12,500.00 $250.00 $2,500.00 $750.00 $7,500.00 $1,250.00 $12,500.00 $1,750.00 $17,500.00 $1,500.00 $15,000.00 $1,250.00 $12,500.00 $3,250.00 $32,500.00 $2,500.00 $25,000.00 $1,850.00 $18,500.00 $5,500.00 $55,000.00 $4,000.00 $40,000.00 $3,850.00 $38,500.00 $9,000.00 $90,000.00 $4,500.00 $45,000.00 $5,650.00 $56,500.00 $35.00 $350.00 $100.00 $1,000.00 $55.00 $550.00 $2,500.00 $25,000.00 $100.00 $1,000.00 $45.00 $450.00 $3,500.00 $35,000.00 $1,485.00 $14,850.00 $325.00 $3,250.00 $4,750.00 $47,500.00 $2,875.00 $28,750.00 $485.00 $4,850.00 $9.00 $13,500.00 $16.00 $24,000.00 $6.00 $9,000.00 $13.00 $6,500.00 $20.00 $10,000.00 $7.00 $3,500.00 $11.00 $110.00 $50.00 $500.00 $16.00 $160.00 $15.00 $150.00 $50.00 $500.00 $20.00 $200.00 $3.00 $30.00 $50.00 $500.00 $20.00 $200.00 $5,000.00 $5,000.00 $5,000.00 $5,000.00 $5,000.00 $5,000.00 $65.00 $650.00 $37.50 $375.00 $100.00 $1,000.00 $160.00 $1,600.00 $135.00 $1,350.00 $375.00 $3,750.00 $135.00 $1,350.00 $112.50 $1,125.00 $305.00 $3,050.00 $115.00 $1,150.00 $112.50 $1,125.00 $165.00 $1,650.00 $150.00 $1,500.00 $112.50 $1,125.00 $325.00 $3,250.00 $107.00 $1,070.00 $90.00 $900.00 $80.00 $800.00 $140.00 $1,400.00 $112.50 $1,125.00 $195.00 $1,950.00 $172.00 $1,720.00 $142.50 $1,425.00 $115.00 $1,150.00 $87.00 $870.00 $80.00 $800.00 $64.00 $640.00 $55.00 $550.00 $175.00 $1,750.00 $80.00 $800.00 $600.00 $6,000.00 $200.00 $2,000.00 $90.00 $900.00 $1,100.00 $11,000.00 $65.00 $650.00 $125.00 $1,250.00 $27,399,500.00 $13,359,175.00 $10,986,300.00 Unit Cost Total $5,000.00 $5,000.00 $1,200.00 $12,000.00 $1,100.00 $11,000.00 $500.00 $5,000.00 $100.00 $10,000.00 $95.00 $9,500.00 $2.50 $25.00 $1.50 $15.00 $550.00 $5,500.00 $2,000.00 $20,000.00 $4,900.00 $24,500.00 $4,900.00 $24,500.00 $675.00 $20,250.00 $275.00 $5,500,000.00 $2,000.00 $20,000,000.00 $10,000.00 $50,000.00 $250.00 $25,000.00 $275.00 $27,500.00 $225.00 $22,500.00 $100.00 $107,500.00 TSI Disaster Recovery, LLC $2,400.00 $144,000.00 $2,900.00 $87,000.00 $3,400.00 $51,000.00 $3,700.00 $55,500.00 $32.00 $16,000.00 $64.00 $9,600.00 $105.00 $10,500.00 $135.00 $13,500.00 $18.00 $9,000.00 $48.00 $2,400.00 $68.00 $10,200.00 $15.00 $18,750.00 $480.00 $4,800.00 $480.00 $4,800.00 $105.00 $2,625.00 $125.00 $3,125.00 $145.00 $3,625.00 $42.00 $1,050.00 $200.00 $20,000.00 $1,800.00 $18,000.00 $1,350.00 $13,500.00 $250.00 $1,250.00 $35.00 $1,750.00 $300.00 $16,500,000.00 $350.00 $1,750,000.00 $590.00 $29,500,000.00 $405.00 $2,025,000.00 $470.00 $2,350,000.00 $610.00 $3,050,000.00 $6.50 $325,000.00 $125.00 $3,125.00 $199.00 $19,900.00 $15.00 $7,500.00 $16.00 $152,000.00 $4,500.00 $22,500.00 $10,000.00 $50,000.00 $9,500.00 $47,500.00 $116.00 $1,160.00 $152.00 $1,520.00 $236.00 $2,360.00 $360.00 $3,600.00 $492.00 $4,920.00 $664.00 $6,640.00 $812.00 $8,120.00 $56.00 $560.00 $75.00 $750.00 $100.00 $1,000.00 $160.00 $1,600.00 $220.00 $2,200.00 $276.00 $2,760.00 $356.00 $3,560.00 $448.00 $4,480.00 $2,900.00 $5,800.00 $3,500.00 $7,000.00 $4,590.00 $9,180.00 $12,075.00 $24,150.00 $15,940.00 $15,940.00 $19,800.00 $19,800.00 $24,150.00 $24,150.00 $650.00 $6,500.00 $22,000.00 $220,000.00 $27,000.00 $270,000.00 $32,000.00 $320,000.00 $16,000.00 $160,000.00 $11,000.00 $110,000.00 $8,000.00 $8,000.00 $21,000.00 $21,000.00 $12.00 $120.00 $144.00 $1,440.00 $189.00 $1,890.00 $293.00 $2,930.00 $447.00 $4,470.00 $611.00 $6,110.00 $824.00 $8,240.00 $1,007.00 $10,070.00 $70.00 $700.00 $93.00 $930.00 $124.00 $1,240.00 $199.00 $1,990.00 $273.00 $2,730.00 $343.00 $3,430.00 $442.00 $4,420.00 $556.00 $5,560.00 $800.00 $8,000.00 $27,280.00 $272,800.00 $33,480.00 $334,800.00 $39,680.00 $396,800.00 $19,840.00 $198,400.00 $13,640.00 $136,400.00 $52.00 $520.00 $12.50 $125.00 $16.00 $160.00 $75.00 $750.00 $65.00 $650.00 $70.00 $700.00 $65.00 $650.00 $85.00 $850.00 $18.00 $180.00 $20.00 $200.00 $15,000.00 $150,000.00 $100.00 $1,000.00 $190.00 $1,900.00 $380.00 $3,800.00 $285.00 $2,850.00 $270.00 $2,700.00 $2,625.00 $26,250.00 $4,125.00 $41,250.00 $11,625.00 $116,250.00 $14,625.00 $146,250.00 $3.50 $35.00 $120.00 $1,200.00 $1,200.00 $12,000.00 $1,500.00 $15,000.00 $16.50 $24,750.00 $18.45 $9,225.00 $24.00 $240.00 $26.00 $260.00 $14.00 $140.00 $5,000.00 $5,000.00 $50.00 $500.00 $132.00 $1,320.00 $142.00 $1,420.00 $47.00 $470.00 $75.00 $750.00 $64.00 $640.00 $112.00 $1,120.00 $75.00 $750.00 $45.00 $450.00 $300.00 $3,000.00 $4,200.00 $42,000.00 $195.00 $1,950.00 $85,473,765.00 March 2, 2026 NOTICE OF INTENT TO AWARD Public Works and the Procurement Division recommend award of Invitation to Bid (ITB) No. 26-0006-EN, Slope Stabilization, to Southern Road & Bridge LLC, the lowest responsive and responsible bidder in accordance with the plans and bid specifications. This award recommendation is tentatively scheduled to be considered by the City Council at its March 30, 2026, Council Meeting (6:00 p.m.). Council meetings are held at the Clearwater Main Library, 100 N. Osceola Ave., Clearwater, FL 33755. Please note that this meeting date is tentative and subject to change. Inquiries regarding this Notice of Intent to Award may be directed to the City's Procurement Manager at lori.vogel@myclearwater.com, or mailed to City of Clearwater, Attn: Procurement Division, PO Box 4748, Clearwater, FL 33758-4748. Posted on this date by: Jennifer Burgett Contract Procurement Specialist Public Works Department DREW ST VARSITY DR N OLD C O A CHMANRDSHARKEY RD NE C O A C H M A N R D N OLD COACHMAN RDEUS-19FRONTAGERDDORA DRUS Hwy 19 NEUS-19FRONTAGERDSERVICERDAEARLHAM DRWUS-19FRONTAGERDNFERNWOODAVEOBERLIN DRRUSKIN RDOLD COACHMAN RDDocument Path: C:\Users\Michael.Koter\City of Clearwater\Engineering Geographic Technology - GIS\Engineering\Location Maps\26-0006-EN Slope Stabilization\26-0006-EN\26-0006-EN.aprx Prepared by:Department of Public Works - EngineeringGeographic Technology Division100 S. Myrtle Ave, Clearwater, FL 33756Ph: (727)562-4750, Fax: (727)526-4755www.MyClearwater.com Page: 1 of 1Aerial Flown 2025 Slope Stabilization or Project Number: 26-0006-EN ² N.T.S.Scale:MDMap Gen By:NJReviewed By:4/10/2026Date: AERIAL MAP Site 1 Site 3Site 2 Site 1 Site 2 Site 3 Cover Memo City of Clearwater Main Library - Council Chambers 100 N. Osceola Avenue Clearwater, FL 33755 File Number: ID#26-0388 Agenda Date: 4/20/2026 Status: Agenda ReadyVersion: 1 File Type: Action ItemIn Control: Public Works Agenda Number: 4.2 SUBJECT/RECOMMENDATION: Approve a Locally Funded Agreement between the State of Florida, Department of Transportation (FDOT), and the City of Clearwater to provide $200,000.00 for the preliminary engineering (planning) phase of the State Road 60 (SR 60) Corridor Study from east of Shore Drive to east of North Rocky Point Drive (FPN 454711-1-12-01) and authorize the appropriate officials to execute same. (consent) SUMMARY: Due to increasing traffic demand and evolving multimodal needs, the Florida Department of Transportation (FDOT) has programmed a corridor study to evaluate operational, safety, and mobility improvements along SR 60 from east of Shore Drive to east of North Rocky Point Drive. The project consists of the planning and preliminary engineering phase to evaluate corridor operations, safety, and multimodal connectivity. The study will analyze existing conditions, identify deficiencies, and develop potential improvement alternatives along the corridor. FDOT will administer the project, including procuring and managing a qualified consultant and maintaining project oversight. The City of Clearwater will participate in project coordination, review, and provide input throughout the study process. ·FDOT will fund: $386,780.00 ·City of Clearwater will fund: $200,000.00 Data collection began in Summer 2025. Based on the current project schedule, feasibility screening is anticipated to commence in June 2026, followed by alternatives development in August 2026 and alternative analysis in November 2026, with selection of alternatives targeted for Spring 2027. This timeline is based on the above level of funding. This Locally Funded Agreement formalizes the partnership between the City and FDOT and ensures the City has an active role in shaping improvements along this important regional corridor. The results of this study will guide future phases, including design, right-of-way, and construction, which may be brought forward under separate agreements for Council consideration. APPROPRIATION CODE AND AMOUNT: Funding for this agreement is available in capital project ENRD180005, City-Wide Intersection Improvements, utilizing road millage revenues. This project is funded by revenues from local option fuel tax, road millage, multimodal impact fees, and penny for Pinellas. STRATEGIC PRIORITY: [1.2] Maintain public infrastructure, mobility systems, natural lands, environmental resources, and historic features through systematic management efforts. Page 1 City of Clearwater Printed on 4/14/2026 EXHIBIT A SCOPE OF SERVICES FOR FINANCIAL PROJECT ID(s): 454711-1-12-01, 454711-1-22-01, 454711-1-32-01 SR 60 FROM E. OF SHORE DRIVE TO E. OF N. ROCK POINT DRIVE AND FINANCIAL PROJECT ID(s): 454696-1-12-01, 454696-1-22-01, 454696-1-32-01 SR 60 / GULF TO BAY BOULEVARD AT S. BELCHER ROAD FDOT District 7 Revised: 4/25/2025 3/18/2025 12/13/2024 12/17/2024 12/18/2024 Docusign Envelope ID: 98DEF8AA-6EFA-44C9-8AC5-DCEF2AF47565 i Table of Contents 1 PURPOSE AND PROJECT DESCRIPTION ............................................................................. 2 1.1 Project Description ............................................................................................................... 4 1.2 Project General (Activities 2, 3, and 4) ................................................................................ 4 1.3 Preliminary Engineering and Environmental Analysis (Activities 2, 3, 4, and 6a) .............. 6 1.4 Drainage (Activities 6a) ........................................................................................................ 6 1.5 Structures (Activities 9 and 18)............................................................................................. 6 1.6 Project Schedule ................................................................................................................... 7 1.7 Submittals .............................................................................................................................. 7 1.8 Provisions for Work .............................................................................................................. 8 1.9 Services to be Performed by the DEPARTMENT ................................................................. 8 2a PROJECT COMMON AND PROJECT GENERAL TASKS .................................................. 9 2a.1 Project Common Tasks ....................................................................................................... 9 2a.2 Project General Tasks....................................................................................................... 11 2b PUBLIC INVOLVEMENT ..................................................................................................... 12 2b.2 Public Involvement Data Collection ................................................................................. 12 2b.3 Scheduled Public Meetings ............................................................................................... 13 2b.4 Other Public and Agency Meetings or Informal Meetings ............................................... 14 2b.8 Comments and Coordination Report ................................................................................ 14 2b.10 Communication Aids ....................................................................................................... 14 2b.11 Additional Public Involvement Requirements (Optional Services) ................................ 15 3a PRELIMINARY ENGINEERING ANALYSIS...................................................................... 15 3a.1 Existing Conditions ........................................................................................................... 15 3a.1.1 Previous Studies ............................................................................................................. 15 3a.1.2 Existing Conditions Analysis ......................................................................................... 16 3a.1.3 Base Maps ...................................................................................................................... 16 3a.2 Travel Demand Forecasting ............................................................................................. 17 3a.3 Traffic Analysis ................................................................................................................. 17 3a.9 Safety Analysis .................................................................................................................. 19 3a.9.3 Safety Analysis Documentation ...................................................................................... 19 3a.10 Alternatives Evaluation ................................................................................................... 19 3a.11 Alternatives Analysis Documentation ............................................................................. 20 3b ENVIRONMENTAL ANALYSIS AND REPORTS .............................................................. 20 4 ROADWAY ANALYSIS .......................................................................................................... 21 Docusign Envelope ID: 98DEF8AA-6EFA-44C9-8AC5-DCEF2AF47565 ii 4.1 Design Controls and Criteria ............................................................................................. 21 4.2 Typical Section .................................................................................................................... 21 4.6 Geometric Design ............................................................................................................... 21 4.7 Access Management ............................................................................................................ 22 4.8 Intersections and Interchanges ........................................................................................... 22 4.18 Cost Estimate .................................................................................................................... 22 4.23 Technical Meetings ........................................................................................................... 22 4.24 Quality Assurance/Quality Control .................................................................................. 23 4.26 Supervision ........................................................................................................................ 23 4.27 Coordination ..................................................................................................................... 23 6a DRAINAGE ANALYSIS ........................................................................................................ 23 6a.19 Cost Estimate .................................................................................................................. 23 6a.27 Technical Meetings ......................................................................................................... 23 6a.28 Quality Assurance/Quality Control ................................................................................ 23 6a.30 Supervision ...................................................................................................................... 23 6a.31 Coordination ................................................................................................................... 23 9 STRUCTURES - SUMMARY AND MISCELLANEOUS TASKS AND DRAWING .......... 23 9.11 Field Reviews .................................................................................................................... 23 9.12 Technical Meetings ........................................................................................................... 23 9.13 Quality Assurance/Quality Control .................................................................................. 23 9.15 Supervision ........................................................................................................................ 23 9.16 Coordination ..................................................................................................................... 23 18 STRUCTURES – MISCELLANEOUS ................................................................................... 23 18.31 Other Structures .............................................................................................................. 23 37 PROJECT REQUIREMENTS ................................................................................................. 24 37.1 Liaison Office .................................................................................................................... 24 37.2 Key Personnel ................................................................................................................... 24 37.3 Progress Reporting ........................................................................................................... 25 37.4 Correspondence ................................................................................................................ 25 37.5 Professional Endorsement ................................................................................................ 25 37.6 Computer Automation ....................................................................................................... 25 37.7 Conflict of Interest ............................................................................................................ 26 37.8 Subconsultants .................................................................................................................. 26 37.9 Optional Services .............................................................................................................. 26 38 INVOICING LIMITS .............................................................................................................. 27 Docusign Envelope ID: 98DEF8AA-6EFA-44C9-8AC5-DCEF2AF47565 FPID(s): 454711-1-12-01, 454711-1-22-01, 454711-1-32-01, 454696-1-12-01, 454696-1-22-01, 454696-1-32-01 Stage III A-1 April 25, 2025 SCOPE OF SERVICES FOR PLANNING STUDY, PROJECT DEVELOPMENT AND ENVIRONMENT STUDY, AND DESIGN SERVICES HIGHWAY AND BRIDGE/STRUCTURAL DESIGN This Exhibit forms an integral part of the agreement between the State of Florida Department of Transportation (hereinafter referred to as the DEPARTMENT or FDOT) and H.W. Lochner Inc (hereinafter referred to as the CONSULTANT) relative to the transportation facility described as follows: Financial Project ID(s): 454711-1-12-01, 454711-1-22-01, 454711 1 32 01, 454696-1-12- 01, 454696-1-22-01, 454696-1-32-01 Related Financial Project ID(s): 455192-1-22-01, 447918-1, 441651-1 Federal Aid Project No.: TBD ETDM No.: N/A County Section No.: N/A Roadway: Roadway ID Begin Milepost End Milepost 15220000 15045000 15045101 15045000 15007000 15040000 10140000 15514000 0.197 0.00 0.00 1.402 3.021 1.661 0.000 2.789 1.225 1.370 0.764 1.697 3.785 9.443 5.363 3.101 Bridge No(s).: • 150043 • 150244 • 150111 • 150260 • 154266 • 150138 • 100301 • 100850 Railroad Crossing No.: 626804-V, 626805-C Lead Agency: Florida Department of Transportation Docusign Envelope ID: 98DEF8AA-6EFA-44C9-8AC5-DCEF2AF47565 FPID(s): 454711-1-12-01, 454711-1-22-01, 454711-1-32-01, 454696-1-12-01, 454696-1-22-01, 454696-1-32-01 Stage III A-2 April 25, 2025 Context Classification: • C3C-Suburban Commercial: Mostly non-residential uses with large building footprints and large parking lots within large blocks and a disconnected or sparse roadway network. • C4-Urban General: Mix of uses set within small blocks with a well-connected roadway network. May extend long distances. The roadway network usually connects to residential neighborhoods immediately along the corridor or behind the uses fronting the roadway. • C5-Urban Center: Mix of uses set within small blocks with a well-connected roadway network. Typically concentrated around a few blocks and identified as part of a civic or economic center of a community, town, or city. 1 PURPOSE AND PROJECT DESCRIPTION The purpose of this Exhibit is to describe the scope of work and the responsibilities of the CONSULTANT and the DEPARTMENT regarding the planning study for the transportation facility described herein. The scope includes conducting a comprehensive planning study to assess current and future transportation needs, identify context-sensitive solutions, and develop a strategy for future improvements. Optional Services include the Project Development and Environment (PD&E) Study, design, and preparation of complete sets of construction contract documents, along with any incidental engineering services as necessary to implement improvements recommended in the planning study. Optional Services for planning, PD&E, and design will be added by supplemental amendment. Major work mix includes: • 9998 - PLANNING MODELS/DATA UPDATE Major work groups include: • 3.2 - Major Highway Design • 4.2.1 - Major Bridge Design - Concrete • 4.2.2 - Major Bridge Design – Steel • 13.5 - Subarea/Corridor Planning Minor work groups include: • 2.0 - PD&E Studies • 3.1 - Minor Highway Design • 4.1.1 - Miscellaneous Structures • 4.1.2 - Minor Bridge Design • 6.1 - Traffic Engineering Studies • 6.2 - Traffic Signal Timing • 6.3.1 - Intelligent Transportation Systems Analysis and Design • 7.1 - Signing, Pavement Marking and Channelization • 7.2 - Lighting • 7.3 - Signalization • 8.1 - Control Surveying • 8.2 - Design, Right of Way & Construction Surveying Docusign Envelope ID: 98DEF8AA-6EFA-44C9-8AC5-DCEF2AF47565 FPID(s): 454711-1-12-01, 454711-1-22-01, 454711-1-32-01, 454696-1-12-01, 454696-1-22-01, 454696-1-32-01 Stage III A-3 April 25, 2025 • 8.3 - Photogrammetric Mapping • 8.4 - Right of Way Mapping • 9.1 - Soil Exploration • 9.2 - Geotechnical Classification Laboratory Testing • 9.3 - Highway Materials Testing • 9.4.1 - Standard Foundation Studies • 9.4.2 - Non-Redundant Drilled Shaft Bridge Foundation Studies • 9.5 - Geotechnical Specialty Laboratory Testing • 13.4 - Systems Planning The general objective is for the CONSULTANT to conduct a comprehensive planning study to assess transportation needs, propose context-sensitive solutions, and develop a strategic framework for future improvements to the transportation facility. Based on the outcomes of the planning study, Optional Services may include Project Development and Environment (PD&E) Studies, design phases, and the preparation of sets of contract documents for improvements identified in the planning study. These Optional Services will include plans, specifications, supporting engineering analysis, calculations, and other technical documents in accordance with FDOT policy, procedures, and requirements. The CONSULTANT shall demonstrate good project management practices while working on this project. These include communication with the DEPARTMENT and others as necessary, management of time and resources, and documentation. The CONSULTANT shall set up and maintain a contract file in accordance with DEPARTMENT procedures throughout the planning study and any subsequent PD&E and design activities included as Optional Services. The CONSULTANT is expected to know the laws and rules governing their professions and are expected to provide services in accordance with current regulations, codes and ordinances and recognized standards applicable to such professional services. The CONSULTANT shall provide qualified technical and professional personnel to perform, to DEPARTMENT standards and procedures, the duties and responsibilities assigned under the terms of this agreement. The CONSULTANT shall minimize to the maximum extent possible the DEPARTMENT's need to apply its own resources to assignments authorized by the DEPARTMENT. The DEPARTMENT will provide contract administration, management services, and technical reviews of all work associated with the development, preparation, and approval of the planning study, environmental documents, and contract documents, including construction documents. The DEPARTMENT's technical reviews are for high level conformance and are not meant to be comprehensive reviews. The CONSULTANT shall be fully responsible for all work performed and work products developed under this Scope of Services. The DEPARTMENT may provide job specific information and/or functions as outlined in this Scope of Services. Docusign Envelope ID: 98DEF8AA-6EFA-44C9-8AC5-DCEF2AF47565 FPID(s): 454711-1-12-01, 454711-1-22-01, 454711-1-32-01, 454696-1-12-01, 454696-1-22-01, 454696-1-32-01 Stage III A-4 April 25, 2025 1.1 Project Description This project includes all phases of project development necessary to identify, evaluate, and design transportation improvements along SR 60 from E. of Shore Dr. to E. of N. Rocky Point Dr. The project will be a collaborative effort with Pinellas County, Forward Pinellas, and the City of Clearwater. Key priorities in the corridor include enhanced safety (particularly for pedestrians) with minimized impacts to operations; lighting; access management; enhanced transit connecting the beach, downtown, and the airport; travel time reliability; improved trail crossings; operational improvements at the SR 60 at Belcher intersection; and multimodal facilities and connectivity. This project will include all planning activities to understand corridor issues and identify, evaluate, and prioritize recommended improvements. This project will also include (as Optional Services) any PD&E and design phases necessary to implement any of these recommended improvements at the direction of the DEPARTMENT. This project will overlap and run concurrently with a study on the Courtney Campbell Causeway (FPID 455192-1-22-01). While the project limits for this project extend from E. of Shore Dr. to E. of N. Rocky Point Dr., the main focus will be placed on developing improvements along SR 60 from E. of Shore Dr. to CR 611/McMullen Booth Road, a distance of approximately 8 miles. Project activities at McMullen Booth Road and to the east will need to be coordinated with the study on the Courtney Campbell Causeway. There are other upcoming projects in the corridor including a RRR project on SR 60 from E. of Old Coachman Rd. to Dr. Kiran Patel Blvd. (447918-1) and a RRR project on SR 60 from W. of Clearwater Harbor Channel to Memorial Causeway Bridge (441651- 1). Efforts on the planning study and resulting recommendations should be coordinated with these projects. 1.2 Project General (Activities 2, 3, and 4) Due to the various interests in this corridor, it is anticipated that significant public involvement will be necessary to adequately address the competing needs. There is also a wide spectrum of residents in the corridor, in terms of age and income, which means a range of engagement techniques are necessary. It is anticipated that public involvement activities in support of the initial phase of the planning study will consist of one (1) meetings of a Project Advisory Group (PAG) made up of agency staff, and one (1) ad hoc stakeholder meetings. Future Optional Services will add additional public involvement activities for a total of four (4) meetings of a Project Advisory Group (PAG) made up of agency staff, six (6) presentations to the boards/commissions/councils of local agencies and the MPO, six (6) presentations to MPO committees, and up to five (5) ad hoc stakeholder meetings. Public involvement activities will also include the development of newsletters and frequently asked questions. Social media, project website, radio/television content, and geofencing. The public involvement process and input will be summarized in a Public Involvement Summary Report. Additional public involvement activities supporting the planning study and future PD&E and design phases recommended in the planning study may be included as Optional Services. Docusign Envelope ID: 98DEF8AA-6EFA-44C9-8AC5-DCEF2AF47565 FPID(s): 454711-1-12-01, 454711-1-22-01, 454711-1-32-01, 454696-1-12-01, 454696-1-22-01, 454696-1-32-01 Stage III A-5 April 25, 2025 Access Management Classification: • Access Class 3 • Access Class 5 • Access Class 7 Transit Route Features: • PSTA Route 18 • PSTA Route 19 • PSTA Route 60 • PSTA Route 73 • Jolley Trolley Beach Route • Jolley Trolley Coastal Route • Suncoast Beach Trolley Major Intersections and Interchanges: Number of Major Intersections and Interchanges: 30 (24 intersections within focus area, 6 included in FPID 455192-1-22-01) • SR 60/Gulf to Bay Blvd. at Island Way • SR 60/Chestnut Street at Oak Avenue • SR 60/Chestnut Street at S Ft. Harrison Avenue • SR 60/Court Street at Oak Avenue • SR 60/Court Street at S Osceola Avenue • SR 60/Court Street at S Ft. Harrison Avenue • SR 60/Court Street at S Myrtle Avenue • SR 60/Chestnut Street at S Myrtle Avenue • SR 60/Court Street at S Martin Luther King Jr. Avenue • SR 60/Court Street at Missouri Avenue • SR 60/Court Street at S Hillcrest Avenue • SR 60/Gulf to Bay Blvd. at S Highland Avenue • SR 60/Gulf to Bay Blvd. at S Lake Drive • SR 60/Gulf to Bay Blvd. at S Duncan Avenue • SR 60/Gulf to Bay Blvd. at S Keene Road • SR 60/Gulf to Bay Blvd. at Arcturas Avenue • SR 60/Gulf to Bay Blvd. at S Hercules Avenue • SR 60/Gulf to Bay Blvd. at S Belcher Road • SR 60/Gulf to Bay Blvd. at S Old Coachman Road • SR 60/Gulf to Bay Blvd. at US-19 Interchange • SR 60/Gulf to Bay Blvd. at Park Place Blvd. • SR 60/Gulf to Bay Blvd. at Sky Harbor Drive • SR 60/Gulf to Bay Blvd. at Hampton Road • SR 60/Gulf to Bay Blvd. at SR-611/S McMullen Booth Road • SR 60/Gulf to Bay Blvd. at Bayshore Blvd. (Included with FPID 455192-1-22-01) • SR 60/Gulf to Bay Blvd. at Dr. Kiran C Patel Blvd. (Included with FPID 455192-1- 22-01) Docusign Envelope ID: 98DEF8AA-6EFA-44C9-8AC5-DCEF2AF47565 FPID(s): 454711-1-12-01, 454711-1-22-01, 454711-1-32-01, 454696-1-12-01, 454696-1-22-01, 454696-1-32-01 Stage III A-6 April 25, 2025 • SR 60/Gulf to Bay Blvd. at Boat Ramp Entrance (Included with FPID 455192-1-22- 01) • SR 60/Gulf to Bay Blvd. at Ben T Davis Beach Entrance (Included with FPID 455192-1-22-01) • SR 60/Gulf to Bay Blvd. at Bay Harbor Drive (Included with FPID 455192-1-22-01) • SR 60/Gulf to Bay Blvd. at N Rocky Point Drive (Included with FPID 455192-1-22- 01) Alternative Analysis: The CONSULTANT will conduct alternative analysis in support of the planning study. Additional alternative analysis needed to support the planning phase and any future PD&E and design phases recommended in the planning study may be included as Optional Services. 1.3 Preliminary Engineering and Environmental Analysis (Activities 2, 3, 4, and 6a) The CONSULTANT will conduct preliminary engineering analysis and environmental analysis to adequately support the development of a corridor planning study. Additional services required to support the PD&E and design phases of any recommendations advanced from the planning study may also be included as Optional Services. Previously Studied Project Alternatives: Development of alternatives will consider previously completed planning products. Preliminary Engineering Analysis: The CONSULTANT shall perform engineering activities essential to develop and evaluate Project alternatives as outlined in Part 2 Chapter 3 of the PD&E Manual. Based on engineering analysis, the public involvement process, and environmental analysis, the DEPARTMENT will recommend improvements to advance to PD&E and/or design. Some of the tasks under Activity 4 Roadway Analysis, Activity 6a Drainage Analysis, and Activity 18 Structures Miscellaneous will be used to perform preliminary engineering analysis for this project. 1.4 Drainage (Activities 6a) The CONSULTANT will produce cost estimates for the drainage components of improvements identified in the planning study. Additional drainage analysis and plans needed to support the planning study and any future PD&E and design phases recommended in the planning study may be included as Optional Services. 1.5 Structures (Activities 9 and 18) For the planning phase, the CONSULTANT shall provide an assessment of existing conditions, a feasibility-level determination of modifications needed to structures based on coordination with roadway concepts, and budget-level costs using best guess assumptions on plan areas of modifications and inherent structure types for using appropriate unit costs. Additional structures activities in support of the planning phase or subsequent PD&E or Design phases may be included as Optional Services. Docusign Envelope ID: 98DEF8AA-6EFA-44C9-8AC5-DCEF2AF47565 FPID(s): 454711-1-12-01, 454711-1-22-01, 454711-1-32-01, 454696-1-12-01, 454696-1-22-01, 454696-1-32-01 Stage III A-7 April 25, 2025 Bridge: No. Bridge Number Length Description 1 150043 323.0 LF SR 60 Over Clearwater Harbor 2 150244 2340.0 LF SR 60 Over Clearwater Harbor (Clearwater Memorial Causeway Bridge) 3 150111 46.3 LF SR-651 (Court ST) Over Stevensons Creek 4 150260 590.0 LF US-19 (SR-55) Over SR 60 5 154266 473.7 LF CR 611 (McMullen Booth Rd) Over SR 60 6 150138 477.0 LF SR 60 Over Old Tampa Bay (Included with FPID 455192-1-22-01) 7 100301 3255.0 LF SR 60 Over Tampa Bay (Courtney Campbell Causeway) (Included with FPID 455192-1-22-01) 8 100850 229.0 LF SR 60 Over Old Tampa Bay (Included with FPID 455192-1-22-01) 1.6 Project Schedule Within ten (10) business days after the Notice to Proceed, and prior to the CONSULTANT beginning work, the CONSULTANT shall submit a detailed project activity or event schedule to the DEPARTMENT. The schedule must indicate all required submittals, critical path activities, and key project milestones or activity codes. The schedule must be based on the DEPARTMENT’s expected production date and must be approved by the DEPARTMENT. An anticipated payout and fiscal progress curve must accompany the schedule. For the purpose of scheduling, the CONSULTANT shall allow for a review period of at least four (4) weeks for each draft technical report or memorandum submitted for District review. 1.7 Submittals The CONSULTANT will compile and transmit draft documents identified in this Scope of Services to the DEPARTMENT for review. The DEPARTMENT will review draft submittals and provide the CONSULTANT with review comments. The CONSULTANT will address comments, prepare a matrix of comments and responses as applicable, and submit revised documents. The CONSULTANT will assist the DEPARTMENT in resolving the comments received from partner agencies and the public, including preparation of individual responses. Docusign Envelope ID: 98DEF8AA-6EFA-44C9-8AC5-DCEF2AF47565 FPID(s): 454711-1-12-01, 454711-1-22-01, 454711-1-32-01, 454696-1-12-01, 454696-1-22-01, 454696-1-32-01 Stage III A-8 April 25, 2025 The CONSULTANT will submit to the DEPARTMENT final reports and other deliverables identified in this section, in the requested format. Upon completion of the project, the CONSULTANT will transfer to the DEPARTMENT all project electronic files, data, maps, sketches, worksheets, and other materials used or generated during the planning study in an organized manner, in an agreed upon portable storage drive. 1.8 Provisions for Work The services performed by the CONSULTANT must comply with all applicable DEPARTMENT's manuals, procedure, policies, and guidelines. Specifically, the CONSULTANT must comply with DEPARMENT's Project Development and Environmental (PD&E) Manual, FDOT Design Manual (FDM), Structures Manual, and Computer Aided Design and Drafting (CADD) Manual. The DEPARTMENT's manuals and guidelines incorporate, by requirement or reference, all applicable federal and state laws, regulations, and Executive Orders. The CONSULTANT will use the latest editions of the manuals, procedures, and guidelines to perform work for this project. All work shall be prepared with English units (unless otherwise specified) in accordance with the latest editions of standards and requirements utilized by the DEPARTMENT. The CONSULTANT will conduct the appropriate level of engineering and environmental analyses for this project, as outlined in the PD&E Manual, the FDM, and directed by the project objectives. The level of analysis depends on complexity of the project, level of controversy, potential for significant impacts, and degree and quality of information/data available. 1.9 Services to be Performed by the DEPARTMENT The DEPARTMENT will provide the following services and materials: • Lead and participate in coordination efforts with the Public Transit Office, Office of Environmental Management, FTA, environmental resource and regulatory agencies, the public, and other stakeholders, as appropriate. • Provide project data currently on file and available from study partners, such as: o Travel market analysis or ridership forecasting; o Planned new development or redevelopment including Developments of Regional Impact (DRIs) data, Community Reinvestment Act (CRA) plans, streetscape, landscape, road diet, or context sensitive design efforts; o ACER, planning studies, environmental evaluations; o ETDM Programming Summary Report; o Recently completed roadway studies for the study area including PD&E studies, access management, intersection plans, design files, and capacity improvements; o Multimodal or small area studies including freight, interchange, intersection, transit, pedestrian, bicycle, land use and signal priority; o Transportation Management Plan; o Traffic analyses for the study area/corridors; Docusign Envelope ID: 98DEF8AA-6EFA-44C9-8AC5-DCEF2AF47565 FPID(s): 454711-1-12-01, 454711-1-22-01, 454711-1-32-01, 454696-1-12-01, 454696-1-22-01, 454696-1-32-01 Stage III A-9 April 25, 2025 o Previously conducted transit vision plans, transit feasibility studies, comprehensive operations analyses, transit development plans, etc.; o All information in the possession of the DEPARTMENT pertaining to prior and on-going studies that may affect the project such as existing construction and as-built plans, bridge inspection reports and load ratings, prior environmental studies, existing permit information, existing drainage and geotechnical reports and any agreements with third parties related to the project corridor; o All available information in the possession of the DEPARTMENT pertaining to utility companies whose facilities may be affected by the proposed construction; o All future information that is in possession or may become available to the DEPARTMENT pertaining to subdivision plans, so that the CONSULTANT may take advantage of additional areas used as part of the existing right of way; o Advance Notification and all environmental and engineering documents including the Permit Coordination Packages; o Coordination with the State Historic Preservation Officer (SHPO); o Existing FDOT right of way maps and information on existing surplus right of way under ownership by the DEPARTMENT or participating local agency (counties and cities partnering with FDOT for the PD&E Study); o Existing Horizontal Network Control; o FDOT crash data; o Available traffic and planning data; o Proposed right of way cost data; o Construction cost database, as applicable; o Project Electronic File Root Directory Structure for delivery of project design files to the DEPARTMENT; o All applicable DEPARTMENT agreements with Utility Agency Owners; o Letters of authorization designating the CONSULTANT as an agent of the DEPARTMENT to enter lands, waters, and premises of another in the performance of duties in accordance with Section 337.274, F.S.; and o Reviews of planning and engineering deliverables. Note: The scope of services for this planning study will use the same activity numbers (Activities 2a, 2b, 3a, 3b, 4, 6a, 9, and 18), as the statewide Concurrent (or Combined) PD&E Study and Design Standard Scope of Services. 2a PROJECT COMMON AND PROJECT GENERAL TASKS 2a.1 Project Common Tasks Project Common Tasks, as listed below, are work efforts that are applicable to many project activities, 3 (PD&E Study) through 36 (3D Modeling). These tasks are to be included in the project scope in each applicable activity when the described work is to be performed by the CONSULTANT. Docusign Envelope ID: 98DEF8AA-6EFA-44C9-8AC5-DCEF2AF47565 FPID(s): 454711-1-12-01, 454711-1-22-01, 454711-1-32-01, 454696-1-12-01, 454696-1-22-01, 454696-1-32-01 Stage III A-10 April 25, 2025 Cost Estimates: The CONSULTANT is responsible for producing a construction cost estimate and reviewing and updating the cost estimate when scope changes occur and/or at milestones of the project. The CONSULTANT will use the DEPARTMENT's Long-Range Estimate (LRE) system to develop construction cost estimates. The CONSULTANT will obtain right of way cost from the DEPARTMENT for use in the comparison of alternatives. Field Reviews: The CONSULTANT shall make as many trips to the project site as required to obtain necessary data for all elements of the project. Technical Meetings: The CONSULTANT shall attend all technical meetings necessary to execute the Scope of Services of this contract. This includes meetings with DEPARTMENT and/or Agency staff, between disciplines and subconsultants such as environmental resource agencies meetings, access management meetings, local governments meetings, railroads coordination meetings, airports coordination meetings, progress review meetings (phase review), and miscellaneous meetings. The CONSULTANT shall prepare, and submit to the DEPARTMENT's Project Manager for review, the meeting minutes for all meetings attended by them. The meeting minutes are due within five (5) working days of attending the meeting. The CONSULTANT will attend meetings or make presentations at the request of the DEPARTMENT with at least five (5) business days’ notice. The CONSULTANT will prepare meeting notes for all meetings identified in this Exhibit and submit within five (5) working days to the DEPARTMENT Project Manager for review. Quality Assurance/Quality Control: The DEPARTMENT requires that all project documents, technical studies, calculations, maps, reports, and conceptual plans are correct, complete, appropriate for the intended purposes, and conform to requirements of this Scope of Services. The CONSULTANT is responsible for the quality of all (including the SUB-CONSULTANTS) deliverables. The CONSULTANT will independently and continually review deliverables for accuracy and completeness. The CONSULTANT must develop and follow an internal Quality Control (QC) process. The QC process intends to ensure that quality is achieved through checking, reviewing, and verifying work activities and deliverables by qualified individuals who were not directly responsible for performing the initial work. Within twenty (20) business days from the Notice to Proceed, the CONSULTANT must submit its QC Plan to the DEPARTMENT Project Manager for approval. The QC Plan will identify the deliverables, the personnel performing the reviews, and the method of documentation. The CONSULTANT Project Manager and the CONSULTANT QC Manager will sign the QC Plan. The CONSULTANT must include documentation of reviews and written resolution of comments with each submittal or deliverable to show adherence of the QC process. At a minimum, provide a quality review checklist which includes letters, exhibits, technical studies, reports, design calculations, or any documents used or referenced in the QC Plan. The CONSULTANT must maintain documentation which shows adherence of the QC Plan process was followed. The DEPARTMENT Project Manager may request Docusign Envelope ID: 98DEF8AA-6EFA-44C9-8AC5-DCEF2AF47565 FPID(s): 454711-1-12-01, 454711-1-22-01, 454711-1-32-01, 454696-1-12-01, 454696-1-22-01, 454696-1-32-01 Stage III A-11 April 25, 2025 document reviews and written resolution of comments from the CONSULTANT at any time during the planning study. Supervision: The CONSULTANT shall supervise all technical planning and engineering activities. Coordination: The CONSULTANT shall coordinate with all disciplines of the project to conduct and produce a planning study. 2a.2 Project General Tasks Project General Tasks, described in Sections 2a.2.1 through 2a.2.12, represent work efforts that are applicable to the project as a whole and not to any one or more specific project activity. The work described in these tasks shall be performed by the CONSULTANT when included in the project scope. 2a.2.3 Contract Management The CONSULTANT is responsible for maintaining project files, including copies of submittals and underlying data, calculations, information and supporting project documentation. The CONSULTANT is responsible for preparing monthly progress reports and schedule updates. Progress reports will be delivered to the DEPARTMENT in a format prescribed by the DEPARTMENT Project Manager with the corresponding invoice. The CONSULTANT will regularly communicate the status of the project with the DEPARTMENT while managing SUB-CONSULTANT efforts and executing SUB- CONSULTANT agreements. 2a.2.5 Prime Consultant Project Manager Meetings Includes only the CONSULTANT Project Manager's time for travel and attendance at Activity Technical Meetings and other meetings listed in the meeting summary for Task 2a.2.5 on tab 2a - Project General Task of the staff hour forms. Staff hours for other personnel attending Activity Technical Meetings are included in the meeting task for that specific Activity. Travel time shall be in accordance with the FDOT Procurement Procedure 001-375-030, Compensation for Consultant Travel Time on Professional Services Agreements. For all meetings attended, the CONSULTANT will be responsible for developing the agenda, sign-in sheets and preparation and submittal of the meeting minutes to the DEPARTMENT's Project Manager for review. 2a.2.10 Railroad, Transit and/or Airport Coordination Railroad (Optional Services) Transit The CONSULTANT shall coordinate with transit operators within the project limits. Docusign Envelope ID: 98DEF8AA-6EFA-44C9-8AC5-DCEF2AF47565 FPID(s): 454711-1-12-01, 454711-1-22-01, 454711-1-32-01, 454696-1-12-01, 454696-1-22-01, 454696-1-32-01 Stage III A-12 April 25, 2025 2a.2.12 Other Project General Tasks Coordination with Other Consultants and Entities The CONSULTANT will coordinate work activities with any ongoing and/or planned DEPARTMENT projects that may affect this project. The DEPARTMENT and CONSULTANT shall coordinate with local governmental entities to ensure project concepts are compatible with local improvements and right of way activities. The CONSULTANT will inform the DEPARTMENT Project Manager of all coordination activities with other agencies or entities prior to holding such activities. The DEPARTMENT Project Manager shall be included in all such coordination activities. The CONSULTANT shall coordinate with the following pertinent projects and studies: • SR60/Courtney Campbell Cswy from CR 611 to SR 589/Veterans Expressway; PD&E Study; FPID 455192-1-22-01 • SR 60 from E. of Old Coachman Rd. to Dr. Kiran Patel Blvd.; RRR; 447918- 1 • SR 60 from W. of Clearwater Harbor Channel to Memorial Causeway Bridge; RRR; 441651-1 2b PUBLIC INVOLVEMENT Public involvement includes communicating to and receiving input from all interested persons, groups, and government organizations regarding the development of the project. The Public Involvement Activity covers services required for the conduct of a planning study and may include additional services to support both PD&E and Design phases of the Project as Optional Services. The CONSULTANT shall provide to the DEPARTMENT drafts of all Public Involvement documents (e.g., newsletters, property owner letters, advertisements, etc.) associated with the following tasks for review and approval at least 20 business days prior to printing and/or distribution. 2b.2 Public Involvement Data Collection The CONSULTANT will assist the DEPARTMENT in collecting data specific to the public involvement process and preparing responses to any public inquiries received throughout the development of the Project. The Consultant will maintain and regularly update the public involvement file, which will document a record of all public involvement activities for the Project. The CONSULTANT will identify and maintain a list of local elected and appointed public officials; interested parties (any person or institution expressing an interest in the project); local citizens who may be impacted by the project; and agency staff. Docusign Envelope ID: 98DEF8AA-6EFA-44C9-8AC5-DCEF2AF47565 FPID(s): 454711-1-12-01, 454711-1-22-01, 454711-1-32-01, 454696-1-12-01, 454696-1-22-01, 454696-1-32-01 Stage III A-13 April 25, 2025 2b.3 Scheduled Public Meetings The CONSULTANT will assist the DEPARTMENT in conducting various public meetings, which may be conducted during weekends or after normal working hours. The CONSULTANT will support the DEPARTMENT in preparation, scheduling, attendance, note taking, documentation, and follow-up services for each meeting. The following public meetings are anticipated to be scheduled to support this Project: • Project Kick-off Meeting - (Optional Services). • Boards/commissions/councils presentations - (Optional Services) • MPO committee presentations - (Optional Services) • One (1) Project Advisory Group meetings to discuss the following elements: kick-off and visioning, existing and future conditions, alternatives development, and project prioritization. • One (1) ad hoc stakeholder presentations. • Alternatives Public Meetings or Corridor Workshops. (Optional Services) The CONSULTANT will investigate potential meeting locations to advise the DEPARTMENT of their suitability. The DEPARTMENT will ultimately approve the meeting location. The CONSULTANT will pay the cost for renting meeting venue and insurance (if required). The CONSULTANT will be responsible for logistics associated with setting up the meeting. The DEPARTMENT will approve the meeting format developed by the CONSULTANT. For any of the listed meetings, the CONSULTANT will prepare the following: • Agenda. • PowerPoint slides and presentation scripts. • Handouts. • Graphics (creative design exhibits) for presentation. • Meeting equipment set-up and tear-down. • Display advertisements (Local Newspaper and Florida Administrative Register). • Display boards (and / or use of Smart Screens). • Letters for notification of elected and appointed officials, property owners, and other interested parties. The letters will be prepared by the CONSULTANT on DEPARTMENT letterhead. After the DEPARTMENT signs the letters, the CONSULTANT will send them by First Class US Mail. • News releases or project fact sheets. The DEPARTMENT must review news releases and fact sheets at least two (2) weeks before the meeting or mail out. • Meeting summaries provided to the DEPARTMENT no later than five (5) business days after the meeting. • Response letters for DEPARTMENT signature on public comments. Any materials prepared by the CONSULTANT for such meetings as listed above are subject to review and approval by the DEPARTMENT. The CONSULTANT shall provide Docusign Envelope ID: 98DEF8AA-6EFA-44C9-8AC5-DCEF2AF47565 FPID(s): 454711-1-12-01, 454711-1-22-01, 454711-1-32-01, 454696-1-12-01, 454696-1-22-01, 454696-1-32-01 Stage III A-14 April 25, 2025 the DEPARTMENT with a draft of any proposed materials at least 4 weeks prior to the meeting. The CONSULTANT will assist the DEPARTMENT when facilitating the public meetings or workshops to present Project results and obtain comments related to the Project. The CONSULTANT will attend such meetings or workshops with a suitable number of personnel with appropriate technical expertise (based on project issues), as authorized by the DEPARTMENT Project Manager. The CONSULTANT will participate in briefing meetings with the DEPARTMENT staff related to the scheduled public meetings. The DEPARTMENT may request the CONSULTANT to identify the effect of the Project to individual properties on aerial maps or plans in response to requests from property owners. The DEPARTMENT may also request the CONSULTANT to meet with individual property owners with DEPARTMENT representative in attendance as well. 2b.4 Other Public and Agency Meetings or Informal Meetings In addition to scheduled public meetings the CONSULTANT may be required to participate in meetings with local governing authorities, Metropolitan Planning Organization (MPO), environmental resources agencies, Homeowner Associations, and Key Stakeholders. The CONSULTANT's participation may include, but not be limited to, presentations during the meeting, note taking, and summarizing the meeting in a memo to the file. Additional meetings for the planning, PD&E, and Design phases may be included later as a supplemental amendment. 2b.8 Comments and Coordination Report 2b.10 Communication Aids The CONSULTANT shall prepare materials to be used in the following communication aids: • Frequently Asked Questions (FAQs): The CONSULTANT shall prepare FAQs for use in various public involvement activities per the DEPARTMENT direction. • Social Media Optional Services: • Newsletters: The CONSULTANT shall prepare newsletters for distribution to elected officials, public officials, property owners along the corridor and other interested parties. The letters will be sent by the CONSULTANT via First Class US Mail, posted to the project website, and shared via social media. • Rendering and Fly Throughs: The CONSULTANT shall prepare renderings and fly-throughs for use in public meetings. • Simulation Videos and Visualizations: The CONSULTANT shall prepare simulation videos and visualizations for use in public meetings. Docusign Envelope ID: 98DEF8AA-6EFA-44C9-8AC5-DCEF2AF47565 FPID(s): 454711-1-12-01, 454711-1-22-01, 454711-1-32-01, 454696-1-12-01, 454696-1-22-01, 454696-1-32-01 Stage III A-15 April 25, 2025 2b.11 Additional Public Involvement Requirements (Optional Services) The CONSULTANT will assist the DEPARTMENT on the following public involvement tasks: • General Public Correspondence Optional Services: • Public Involvement Summary Report: The CONSULTANT shall prepare a comprehensive Public Involvement Summary Report that documents all public outreach efforts, including newsletters, social media content, public meetings, and geofencing activities. The report shall include a detailed analysis of feedback received through public comments, meetings, surveys, and geofencing notifications, highlighting key themes, concerns, and recommendations. The CONSULTANT shall document how public input was considered and incorporated into the project's decision-making process. • Geofencing: The CONSULTANT shall use geofencing technology for public involvement activities, targeting specific geographic areas for notifications and updates on project developments and for the collection of public input. 3a PRELIMINARY ENGINEERING ANALYSIS The CONSULTANT shall perform preliminary engineering and environmental analysis tasks required to develop an understanding of the existing conditions and issues, identify current and future needs, and develop, evaluate, and prioritize alternative improvements. This analysis will be documented in a planning study document. Additional services to support PD&E and design phases for recommendations in the planning phase will be Optional Services. Traffic count data for the planning study will be provided by the DEPARTMENT. 3a.1 Existing Conditions 3a.1.1 Previous Studies The CONSULTANT shall review and summarize previously completed or concurrent planning studies and other studies that are related to the Project and appropriately incorporate their results in the analysis of the Project as described in the PD&E Manual. The following studies were conducted for this project: • Belcher Road (CR 501) & Gulf to Bay Boulevard (SR 60) Project Development and Environment (PD&E) Reevaluation Study (Pinellas County) • SR 60 Preliminary Screening Corridor Study (FDOT - FPID 259109-1-12-23) • SR 60 Corridor Multimodal Implementation Strategies (Forward Pinellas) • Long Range Transportation Plan (Forward Pinellas) • TIP/Priority List (Forward Pinellas) • SR 60/Memorial Causeway Busway Project (FDOT - FPID 441501-1-32-01) • SR 60 and McMullen Booth Pedestrian Improvements (FDOT - FPID 254677-2-52- 94) • SR 60 (Old Coachman Rd to Bayshore Blvd) Shared Use Path Concepts (FDOT) Docusign Envelope ID: 98DEF8AA-6EFA-44C9-8AC5-DCEF2AF47565 FPID(s): 454711-1-12-01, 454711-1-22-01, 454711-1-32-01, 454696-1-12-01, 454696-1-22-01, 454696-1-32-01 Stage III A-16 April 25, 2025 • Clearwater Comprehensive Plan Mobility Element (City of Clearwater) • Complete Streets for Clearwater Implementation Plan (City of Clearwater) • Other relevant planning studies, work program projects, or design concepts The CONSULTANT will review the adequacy of existing traffic data from planning studies to carry out traffic analysis for the project. If there are data gaps, the CONSULTANT must collect additional data for the study area. The CONSULTANT will review and document the location and condition of existing pedestrian, bicycle, and public transit accommodations and freight services in the study area. This activity includes reviewing existing plans, reports, and studies that outline strategies or define projects associated with each alternative. 3a.1.2 Existing Conditions Analysis The CONSULTANT will conduct field observations to determine existing field conditions, verify desktop data, and obtain additional data required to understand the Project focus area, assess Project needs, identify physical and environmental constraints, develop and analyze Project alternatives, and assess constructability issues. The CONSULTANT will also conduct one field review at night to perform high level inventory of existing roadway lighting. The CONSULTANT will collect data describing existing conditions and characteristics of the project including roadway geometrics, typical section elements, signalization, other operational features, ITS infrastructure, access features, and right of way requirements, and other data applicable to modes and sub-modes of transportation including walking/pedestrians, bicyclists, public transit users (including transit vehicles and riders), paratransit users, freight (including loading/unloading and parking, emergency response vehicles, service vehicles, and freight handler vehicles). The CONSULTANT will analyze the existing conditions to identify and verify current transportation deficiencies as they relate to the needs and objectives of the Project. The CONSULTANT will document the existing drainage patterns and systems establishing watershed boundaries and outfall locations. The CONSULTANT will review and evaluate existing signage as part of a future optional services. The CONSULTANT will furnish necessary exhibits for use in this project, such as a Project Location Map, Corridor Maps, and Concept Plans. 3a.1.3 Base Maps The CONSULTANT will produce a base map of the project focus area using the DEPARTMENT's CADD standards. The base map will be produced at the following scales: 1"=100' or 1"=200'. The base map will contain an aerial photo and existing characteristics for the project. The base map must show location of environmental issues that are specific to the study area Docusign Envelope ID: 98DEF8AA-6EFA-44C9-8AC5-DCEF2AF47565 FPID(s): 454711-1-12-01, 454711-1-22-01, 454711-1-32-01, 454696-1-12-01, 454696-1-22-01, 454696-1-32-01 Stage III A-17 April 25, 2025 such as cemeteries, wetlands, historic properties, drainage, contamination sites, public parks, and property lines. 3a.2 Travel Demand Forecasting The CONSULTANT shall collect data, develop methodology and forecast future year volumes according to the DEPARTMENT Project Traffic Forecast procedure for the full study area. The development of future forecast volumes will use the most currently adopted version of the Metropolitan Planning Organization (MPO) Long Range Transportation Plan (LRTP) travel demand model. If an MPO does not use the regional travel demand model, then a rationale will be provided and future travel data will be developed in accordance with guidance from Chapter 4 of the Project Traffic Forecasting Handbook. Otherwise, the CONSULTANT will validate the travel demand model at a subarea level. No-Build Volumes: The CONSULTANT will develop opening year and design year hourly volumes for the No-Build Alternative in accordance with the Project Traffic Forecasting Procedure, Topic No. 525-030-120. Build Alternatives Volumes: The CONSULTANT will develop design year design hour volumes only for viable or feasible Build Alternatives. The CONSULTANT shall use NCHRP 765 guidance in forecasting traffic growth. 3a.3 Traffic Analysis The CONSULTANT shall collect traffic data for existing conditions, forecast future year volumes, and analyze safety and operational characteristics of the Project alternatives according to the DEPARTMENT procedures. 3a.3.1 Traffic Analysis Methodology The CONSULTANT will perform traffic analysis in accordance with guidance from the PD&E Manual, Traffic Analysis Handbook, and Project Traffic Forecasting Handbook. The CONSULTANT will prepare a project traffic forecast and analysis methodology as agreed upon by the DEPARTMENT prior to beginning any analysis. The methodology will state the type of documentation require, define the Project study area to be analyzed, and identify method and assumptions that will be used to analyze existing and future traffic conditions. Capacity analysis will be based on the latest Highway Capacity Manual (HCM) procedures. Use of micro-simulation traffic analysis software is not anticipated for this project. Calibration and validation are required when a microscopic simulation approach is used. Data should be gathered in accordance with the Traffic Analysis Handbook. Traffic analysis methodology will include an approach or procedure to evaluate safety performance of the project alternatives. Docusign Envelope ID: 98DEF8AA-6EFA-44C9-8AC5-DCEF2AF47565 FPID(s): 454711-1-12-01, 454711-1-22-01, 454711-1-32-01, 454696-1-12-01, 454696-1-22-01, 454696-1-32-01 Stage III A-18 April 25, 2025 All traffic analysis documentation must be written in plain language and in a format that can be easily followed. The CONSULTANT must submit all traffic analysis files for assumptions, inputs, outputs, network data, calculation, and results to the DEPARTMENT. 3a.3.7 Existing Traffic Operational Analysis The CONSULTANT will conduct existing (base year) traffic operational analysis and report the operational performance measures as agreed upon in the analysis methodology. The analysis must include bicycle, pedestrian, and transit (if applicable) operations. The manual count data will be used to obtain the existing design hourly volumes using historical and seasonal adjustments as appropriate. All existing design hourly volumes must be balanced before being used in the analysis. Oversaturated conditions and locations with complex geometry or operations might require microsimulation. 3a.3.9 No-Build Analysis The CONSULTANT will analyze the operational performance of the No-Build Alternative for the analysis years to identify deficiencies related to the purpose and need for the project. The CONSULTANT will evaluate the operational effectiveness of the No-Build Alternative using agreed upon performance measures of effectiveness (MOEs). The analysis should include multimodal evaluation for pedestrian, bicycle, freight, and transit modes, as appropriate. 3a.3.10 Development and Screening of Alternatives The CONSULTANT will prepare design controls and criteria for developing Project alternatives according to the FDM. The CONSULTANT will identify, develop, assess, and screen preliminary or potential alternatives that would meet the purpose and need for the Project in accordance with Part 2, Chapter 3 of the PD&E Manual. The CONSULTANT will prepare concept plans for all viable Project alternatives in appropriate scales overlaid on the base map to show important design features, right of way requirements, and environmental and geometric design constraints including physical features such as railroad crossing and utilities. The CONSULTANT shall include in the sketches only the minimum information needed to establish feasibility of each design concept as a Project alternative. By considering Project purpose and need, results of the ETDM Programming screening event (if applicable), and constructability issues, the CONSULTANT in consultation with the DEPARTMENT will identify and document (in the alternatives evaluation memorandum) unfeasible alternatives to be eliminated from further detailed analysis. Only viable or feasible alternatives should be carried forward for detailed analysis. 3a.3.11 Operational Evaluation of Build Alternatives The CONSULTANT will analyze the operational performance of viable or feasible alternative(s) for design year. The analysis must include multimodal evaluation for Docusign Envelope ID: 98DEF8AA-6EFA-44C9-8AC5-DCEF2AF47565 FPID(s): 454711-1-12-01, 454711-1-22-01, 454711-1-32-01, 454696-1-12-01, 454696-1-22-01, 454696-1-32-01 Stage III A-19 April 25, 2025 pedestrian, bicycle, and transit modes, as appropriate. The analysis will also include evaluation of access management and refinement of design concepts in relation to traffic safety and operational efficiency within the study area. The CONSULTANT will evaluate the operational effectiveness of Build Alternatives using agreed upon performance MOEs. 3a.3.12 Project Traffic Analysis Report The CONSULTANT will summarize the traffic analysis and results in a brief memo. Full PTAR will be included in PD&E and/or Design phase as applicable under optional services. 3a.9 Safety Analysis 3a.9.1 Crash Data The CONSULTANT will obtain the most recent five (5) years of available data from the DEPARTMENT's crash database and other local sources for this project. The crash data will include the number and type of crashes, crash locations, number of fatalities and injuries, and estimates of property damage and economic loss. 3a.9.2 Data Driven Safety Analysis The CONSULTANT will perform safety analysis in accordance with Part 2, Chapter 2 of the PD&E Manual. Based on the information obtained from the crash data, the CONSULTANT will identify project safety needs associated with the existing and future conditions. The CONSULTANT will use the Highway Safety Manual (HSM) procedures to estimate the safety performance of the Project alternatives as agreed upon in the Traffic Analysis Methodology. No predictive safety analysis (use of CMFs only) is anticipated. 3a.9.3 Safety Analysis Documentation The CONSULTANT will document the results of the safety analysis in the planning study document. 3a.10 Alternatives Evaluation The CONSULTANT will analyze Build Alternatives to a level of detail sufficient to evaluate and compare their performance against the No-Build Alternative. Preliminary engineering analysis of the Build Alternative is covered in Activity 4. The CONSULTANT will compare the existing right of way width with the proposed right of way requirements to estimate the amount of right of way that the DEPARTMENT must acquire. The CONSULTANT will submit concept plans for the Build Alternative that include the parcel identification number, existing right of way lines, proposed right of way lines and acreage of property required. Additionally, the CONSULTANT will provide a spreadsheet with the following parcel information: owner, address, acreage of parent parcel and required amount of property for the Project, estimated business damages and right of Docusign Envelope ID: 98DEF8AA-6EFA-44C9-8AC5-DCEF2AF47565 FPID(s): 454711-1-12-01, 454711-1-22-01, 454711-1-32-01, 454696-1-12-01, 454696-1-22-01, 454696-1-32-01 Stage III A-20 April 25, 2025 way property costs. The CONSULTANT will develop right of way cost estimates using unit costs obtained from the DEPARTMENT. 3a.10.1 Comparative Alternatives Evaluation The CONSULTANT will establish evaluation criteria at the beginning of the Project, which must be agreed upon with the DEPARTMENT before use in the comparative evaluation of alternatives. After developing the viable alternatives, analyzing alternatives and estimating costs, the CONSULTANT will prepare a matrix which compares the impacts, performance, and costs of the alternatives evaluated in detail. The matrix will include the performance of the No-Build Alternative as the baseline for comparison. 3a.10.2 Selection of the Preferred Alternative The DEPARTMENT will select the preferred alternatives based on review and analysis of engineering, environmental, and public involvement issues related to this Project. 3a.11 Alternatives Analysis Documentation The CONSULTANT will document the results of the alternatives analysis in a planning study document, which will also include a summary of the existing conditions analysis, traffic analysis, safety analysis, public involvement activities, environmental analysis, and implementation strategy. 3b ENVIRONMENTAL ANALYSIS AND REPORTS The CONSULTANT will use the Efficient Transportation Decision ETDM) Area of Interest (AOI) Tool and other database resources to analyze the viable Build Alternatives and the No-Build Alternative with respect to impacts to natural, cultural, social and physical resources and document all analyses. Desktop level assessment only. Wherever appropriate, the CONSULTANT will describe proposed measures to avoid, minimize, or mitigate project impacts on environmental resources. Additionally, the CONSULTANT will summarize results of the environmental analysis in the final planning study document. Additional services to support a Class of Action determination will be Optional Services. 3b.1 Sociocultural Effects 3b.2.1 Archeological and Historic Resources 3b.2.2 Recreational Section 4(f) 3b.3.1 Protected Species and Habitat 3b.3.2 Wetlands and Other Surface Waters 3b.4.3 Contamination Docusign Envelope ID: 98DEF8AA-6EFA-44C9-8AC5-DCEF2AF47565 FPID(s): 454711-1-12-01, 454711-1-22-01, 454711-1-32-01, 454696-1-12-01, 454696-1-22-01, 454696-1-32-01 Stage III A-21 April 25, 2025 4 ROADWAY ANALYSIS The CONSULTANT shall analyze and document Roadway Tasks in accordance with all applicable manuals, guidelines, standards, handbooks, procedures, and current design memorandums. 4.1 Design Controls and Criteria The CONSULTANT shall prepare design controls and criteria for developing Project alternatives and designing roadway geometric and other roadway elements according to the DEPARTMENT standards. 4.2 Typical Section 4.2.1 Typical Section Analysis The CONSULTANT will develop conceptual typical sections for the Project alternatives which address project purpose and needs and roadway context classification. Development of typical sections must consider Context Sensitive Solutions and Complete Streets approaches and the needs of all Project users. 4.2.2 Typical Section Package – Optional Services 4.6 Geometric Design 4.6.1 Development of Design Options The CONSULTANT will develop the Build Alternative, screened in Task 3a.10, to a level of geometric design sufficient to identify and evaluate alignment (horizontal and vertical) constraints; nonstandard design features that will require Design Variation or Exception; potential environmental impact and mitigation measures; traffic flow and safety characteristics; drainage; structures; drainage and stormwater management; right of way needs; multimodal accommodation; constructability; TTCP during construction; and construction cost factors. 4.6.2 Horizontal/Vertical Master Design Files The CONSULTANT shall design the planning level geometrics using the Standard Plans that are most appropriate with proper consideration given to the design traffic volumes, design speed, capacity and levels of service, functional classification, adjacent land use, design consistency and driver expectancy, aesthetics, existing vegetation to be preserved, pedestrian and bicycle concerns, ADA requirements, Safe Mobility For Life Program, access management, concepts from previous studies and the scope of work. The CONSULTANT shall also develop utility conflict information to be provided to the project Utility Coordinator in the format requested by the DEPARTMENT. Docusign Envelope ID: 98DEF8AA-6EFA-44C9-8AC5-DCEF2AF47565 FPID(s): 454711-1-12-01, 454711-1-22-01, 454711-1-32-01, 454696-1-12-01, 454696-1-22-01, 454696-1-32-01 Stage III A-22 April 25, 2025 4.6.3 Alternatives Concept Plans The CONSULTANT will prepare concepts by overlaying viable alternatives evaluated in detail on the base map. The concept plan must show potential location for bridges, culverts, retaining walls, right of way lines (existing and proposed), environmental issues, major utility facilities, intersections, critical driveways, and median openings, among other roadway elements, at an appropriate scale according to the DEPARTMENT CADD Manual. 4.7 Access Management The CONSULTANT shall incorporate access management standards for each project in coordination with DEPARTMENT staff. The CONSULTANT shall review adopted access management standards and the existing access conditions (interchange spacing, signalized intersection spacing, median opening spacing, and connection spacing). Median openings that will be closed, relocated, or substantially altered shall be shown on plan sheets and submitted with supporting documentation for review with the first plans submittal. The DEPARTMENT shall provide access management classification information and information derived from PD&E studies and public hearings to be used by the CONSULTANT. 4.8 Intersections and Interchanges 4.8.1 Intersection and Interchange Concepts Evaluation The CONSULTANT will develop intersection and interchange concepts/layouts based on the results of traffic operational analysis. The layouts will include through lanes, turn lanes, ramps, auxiliary lanes, storage lengths, ramp terminals, ramp junctions, and other geometric details. The CONSULTANT will propose appropriate intersection controls and intersection/interchange footprint. 4.18 Cost Estimate The CONSULTANT will develop construction cost estimates using the DEPARTMENT's Long Range Estimate (LRE) program. The CONSULTANT will be responsible for reviewing and updating the cost estimate when scope changes occur, at project milestones, and during the DEPARTMENT's annual Work Program development cycle. Construction costs must include traffic management and right of way costs. The DEPARTMENT's Right of Way Office staff and CONSULTANT will conduct an interactive field trip to review conditions in the corridor as they pertain to actual conditions that might impact the cost of right of way acquisition for the Project. The CONSULTANT will develop a high level estimates of the probable cost. Detailed cost estimates and required updates will be covered under future optional services. 4.23 Technical Meetings Docusign Envelope ID: 98DEF8AA-6EFA-44C9-8AC5-DCEF2AF47565 FPID(s): 454711-1-12-01, 454711-1-22-01, 454711-1-32-01, 454696-1-12-01, 454696-1-22-01, 454696-1-32-01 Stage III A-23 April 25, 2025 4.24 Quality Assurance/Quality Control 4.26 Supervision 4.27 Coordination 6a DRAINAGE ANALYSIS The CONSULTANT will produce cost estimates for the drainage components of improvements identified in the planning study. Additional drainage analysis and plans needed to support the planning study and any future PD&E and design phases recommended in the planning study may be included as Optional Services. 6a.19 Cost Estimate Prepare cost estimates for the drainage components, except bridges and earthwork for stormwater management and flood compensation sites. 6a.27 Technical Meetings Meetings with Department staff, regulatory agencies, local governments such as meetings with District Drainage Engineer, the Water Management District, FDEP, etc. 6a.28 Quality Assurance/Quality Control 6a.30 Supervision 6a.31 Coordination 9 STRUCTURES - SUMMARY AND MISCELLANEOUS TASKS AND DRAWING Refer to description under Section 1.5. 9.11 Field Reviews 9.12 Technical Meetings 9.13 Quality Assurance/Quality Control 9.15 Supervision 9.16 Coordination 18 STRUCTURES – MISCELLANEOUS The CONSULTANT shall prepare plans for Miscellaneous Structure(*s) as specified in Section 1.5. 18.31 Other Structures Refer to description under Section 1.5. Docusign Envelope ID: 98DEF8AA-6EFA-44C9-8AC5-DCEF2AF47565 FPID(s): 454711-1-12-01, 454711-1-22-01, 454711-1-32-01, 454696-1-12-01, 454696-1-22-01, 454696-1-32-01 Stage III A-24 April 25, 2025 37 PROJECT REQUIREMENTS 37.1 Liaison Office The DEPARTMENT and the CONSULTANT will designate a Liaison Office and a Project Manager who shall be the representative of their respective organizations for the Project. While it is expected the CONSULTANT shall seek and receive advice from various state, regional, and local agencies, the final direction on all matters of this project remain with the DEPARTMENT Project Manager. 37.2 Key Personnel The DEPARTMENT will designate a Project Manager to represent the DEPARTMENT for this project. The DEPARTMENT Project Manager shall be responsible for coordination with the CONSULTANT pertaining to all contractual matters, invoicing, and reporting. The DEPARTMENT Project Manager shall also be responsible for approval of any additional staffing to be provided, including additional consultant staff (approval must be coordinated with the Procurement Office), and shall give approval of all products and services. The CONSULTANT will assign a Project Manager who will communicate regularly with the DEPARTMENT Project Manager regarding development of this project. Final direction on all matters of this project remains with the DEPARTMENT Project Manager. The CONSULTANT must maintain staffing levels and personnel qualifications necessary to complete the required activities for this Scope of Services. Personnel identified in the contract must perform the CONSULTANT's work to DEPARTMENT standards and procedures. Any changes in the identified personnel will be subject to review and approval by the DEPARTMENT. To the extent possible, the CONSULTANT must minimize the DEPARTMENT’s need to apply its own resources to the activities of the Scope of Services, unless otherwise identified. The CONSULTANT shall assign only competent technical and professional personnel qualified by the necessary experience and education to perform assigned work. The CONSULTANT is responsible for ensuring that staff assigned to work under this Agreement has the training established by the DEPARTMENT as a prerequisite for CONSULTANT staff to perform work. If the required training is such that the trainee can apply it to work on other contracts, (regardless of whether or not the trainee would work on other agreements), the cost of the trainee’s time and expenses associated with the training is not directly billable to the DEPARTMENT on this contract and shall only be recoverable through overhead for the CONSULTANT firm. The CONSULTANT must request approval from the DEPARTMENT’s Project Manager and Procurement for any modifications or additions to the list of available staff prior to the initiation of any work by that individual. If applicable, new job classifications may be added to the contract via a contract amendment. The CONSULTANT shall submit a copy of the resume and payroll register before new staff can be added. The CONSULTANT and its employees, agents, representatives, or SUB- CONSULTANTS are not employees of the DEPARTMENT and are not entitled to the Docusign Envelope ID: 98DEF8AA-6EFA-44C9-8AC5-DCEF2AF47565 FPID(s): 454711-1-12-01, 454711-1-22-01, 454711-1-32-01, 454696-1-12-01, 454696-1-22-01, 454696-1-32-01 Stage III A-25 April 25, 2025 benefits of State of Florida (State) employees. Except to the extent expressly authorized herein, the CONSULTANT and its employees, agents, representatives, or SUB- CONSULTANTS are not agents of the DEPARTMENT or the State for any purpose or authority, such as to bind or represent the interests thereof, and shall not represent that it is an agent, or that it is acting on the behalf of the DEPARTMENT or the State. The DEPARTMENT shall not be bound by any unauthorized acts or conduct of CONSULTANT. 37.3 Progress Reporting Periodically throughout the life of the contract, the CONSULTANT must review the project schedule, payout, and fiscal progress curves to monitor the progress of the project. The CONSULTANT shall submit monthly progress reports with the approved schedule and schedule status report, which includes critical-path review and progress and payout curves, to the DEPARTMENT Project Manager. The DEPARTMENT Project Manager must approve any adjustments or changes to the approved schedule. 37.4 Correspondence The DEPARTMENT Project Manager will be the representative of the DEPARTMENT for the project. The CONSULTANT must regularly communicate with the DEPARTMENT Project Manager to discuss and resolve issues or solicit opinions regarding this project. The CONSULTANT must include the DEPARTMENT when seeking and receiving advice from various State, regional, local agencies, and citizen groups. The final direction on all matters for this project remains with the DEPARTMENT Project Manager. All written correspondence between the CONSULTANT and any party pertaining specifically to this project must be reviewed and approved by the DEPARTMENT. The CONSULTANT must respond to information requests relevant to the planning study from third parties at the direction, and with the approval, of the DEPARTMENT. The CONSULTANT will assist the DEPARTMENT in preparing letters from DEPARTMENT personnel to other agencies, public officials, and others as needed or requested. 37.5 Professional Endorsement The CONSULTANT must have a Licensed Professional Engineer in the State of Florida to sign and seal all engineering reports, documents, technical special provisions, and plans, as required by DEPARTMENT standards. 37.6 Computer Automation The CONSULTANT shall develop concept plans and alternatives’ designs utilizing CADD systems. The DEPARTMENT makes software available to ensure quality and conformance with the DEPARTMENT’S policies and procedures regarding CADD. It is the responsibility of the CONSULTANT to meet the CADD production requirements in the FDOT CADD Manual. The CONSULTANT must submit final documents and files as described in the CADD Manual. Additional related information is found in the Docusign Envelope ID: 98DEF8AA-6EFA-44C9-8AC5-DCEF2AF47565 FPID(s): 454711-1-12-01, 454711-1-22-01, 454711-1-32-01, 454696-1-12-01, 454696-1-22-01, 454696-1-32-01 Stage III A-26 April 25, 2025 FDM. Concept plans and alternative designs shall also be displayed using Google Earth- ready KMZ files. The concept plans must have both existing and proposed engineering and environmental features. Upon DEPARTMENT approval, the CONSULTANT may also use computer tools and software to conduct some of the engineering and environmental analyses. Prior to using these tools, the CONSULTANT must agree to provide original electronic files in a format and standard consistent with the DEPARTMENT’s policies and procedures. Prior to submitting electronic files to the DEPARTMENT, all electronic files must be scanned for viruses. Failure to scan electronic files for viruses may result in a lower CONSULTANT work performance evaluation. 37.7 Conflict of Interest The CONSULTANT or any affiliate is not eligible to pursue advertised work in the CONSULTANT’s area of oversight for any project for which the CONSULTANT developed the Scope of Services. SUBCONSULTANTS are also ineligible to pursue projects where they participated in the development of the Scope of Services or have an oversight responsibility. The term “affiliate” is defined in FDOT Procedure No. 375- 030-006, Conflict of Interest Procedure for Department Contracts. The CONSULTANT and its SUB-CONSULTANTS will not enter into another contract during the term of the contract for this project which would create or involve a conflict of interest with the services herein. The CONSULTANT and its SUB-CONSULTANTS must comply with FDOT Procedure No. 375-030-006, Conflict of Interest Procedure for Department Contracts. 37.8 Subconsultants The DEPARTMENT Project Manager, Procurement Office, and the CONSULTANT Project Manager must approve, in writing in advance, any services assigned to any SUB- CONSULTANTS in accordance with this Scope of Services. All SUBCONSULTANTS must be technically qualified by the DEPARTMENT to perform all work assigned to them. Use of additional SUBCONSULTANTS with specialized areas of expertise may be required to complete specific assignments. Any SUBCONSULTANTS, including their work assignments and rates of compensation, shall be agreed to by the DEPARTMENT Project Manager, Procurement Office, and the CONSULTANT Project Manager, and documented in the contract file, prior to any work being performed. 37.9 Optional Services The DEPARTMENT has the option to request the CONSULTANT to provide professional services not explicitly outlined in this Exhibit. These services may include, but not limited to: planning activities, PD&E Studies, re-evaluation of previous PD&E Studies, environmental analysis not specifically listed in this Scope of Services, final design services, post design services, expert witness services for right of way acquisition, additional design analysis, and design plan preparation for utilities review. Additionally, by request, the CONSULTANT may provide services for Request for Proposal (RFP) development for Design-Build Procurement and/or support the DEPARTMENT in the Docusign Envelope ID: 98DEF8AA-6EFA-44C9-8AC5-DCEF2AF47565 FPID(s): 454711-1-12-01, 454711-1-22-01, 454711-1-32-01, 454696-1-12-01, 454696-1-22-01, 454696-1-32-01 Stage III A-27 April 25, 2025 acquisition of a Design-Build contract. The fee for such services shall be negotiated in accordance with the terms detailed in Exhibit B (Method of Compensation) for a fair, competitive and reasonable cost, considering the scope and complexity of the project. For Optional Services, a supplemental agreement shall be executed in accordance with Section 2 of the Standard Professional Services Agreement Terms. 38 INVOICING LIMITS Payment for the work accomplished shall be in accordance with Method of Compensation of this contract. Invoices shall be submitted to the DEPARTMENT, in a format prescribed by the DEPARTMENT. The DEPARTMENT Project Manager and the CONSULTANT shall monitor the cumulative invoiced billings to ensure the reasonableness of the billings compared to the project schedule and the work accomplished and accepted by the DEPARTMENT. The CONSULTANT shall provide a list of key events and the associated total percentage of work considered to be complete at each event. This list shall be used to control invoicing. Payments will not be made that exceed the percentage of work for any event until those events have actually occurred and the results are acceptable to the DEPARTMENT. Docusign Envelope ID: 98DEF8AA-6EFA-44C9-8AC5-DCEF2AF47565 CITY OF CLEARWATER FPN: 454711-1-12-01 1 LOCALLY FUNDED AGREEMENT This Agreement made by and entered into on this ______ day of _________, 2026, by and between the STATE OF FLORIDA, DEPARTMENT OF TRANSPORTATION, whose address for purposes of this Agreement is 11201 North McKinley Drive, Tampa, Florida, 33612-6403, (“the DEPARTMENT"), and and CITY OF CLEARWATER, whose address for purposes of this Agreement is One Clearwater Tower, 600 Cleveland Street, Clearwater, Florida, 33756 (“the CITY”); and WITNESSETH WHEREAS, the DEPARTMENT is authorized to enter into agreements with governmental entities in accordance with Chapter 334.044, Florida Statutes; and WHEREAS, the DEPARTMENT agrees to administer the planning phase of the SR 60 from E of Shore Dr to E of N Rocky Point Drive project as described in the DEPARTMENT’s Five-Year Adopted Work Program as Financial Project Number (FPN) 454711 1 12 01 (“the PROJECT”); and WHEREAS, the DEPARTMENT and the CITY have determined that it would be in the best interest of the general public and to the economic advantage of both parties to coordinate and cooperate in their efforts to facilitate development of the PROJECT; and WHEREAS, in order to complete the PROJECT, the CITY is prepared to provide financial assistance as provided in Exhibit “A.”; and WHEREAS, the CITY agrees to deposit funds with the Department of Financial Services in the amount of $200,000.00 (two hundred thousand dollars and zero cents) for the PROJECT. SECTION 1 OBLIGATIONS OF THE DEPARTMENT 1.1 The DEPARTMENT shall hire a qualified consultant to perform the project. 1.2 The DEPARTMENT shall invite the CITY to participate in project meetings and will offer periodic status updates as requested by the CITY. 1.3 The DEPARTMENT shall keep complete records and accounts in order to record complete and correct entries as to all costs, expenditures, and other items incidental to the cost of the PROJECT. CITY OF CLEARWATER FPN: 454711-1-12-01 2 SECTION 2 OBLIGATIONS OF THE CITY 2.1 The CITY shall provide the funds needed to administer the preliminary engineering of the PROJECT in accordance with the provisions hereunder in Section 3, Financial Provisions. 2.2 The CITY shall review the DEPARTMENT’s recommendations and offer comments for the DEPARTMENT’s consideration. 2.3 The CITY will be responsible for providing $200,000.00 (two hundred thousand dollars and zero cents) to aid the preliminary engineering phase of this project. SECTION 3 FINANCIAL PROVISIONS 3.1 The PARTIES recognize and accept the funding restrictions set forth in Section 339.135 (6)(a), and Section 166.241, Florida Statutes, which may affect each of the parties' obligations. Those provisions are as follows: (a) The Department, during any fiscal year, shall not expend money, incur any liability, or enter into any contract which, by its terms, involves the expenditure of money in excess of the amounts budgeted as available for expenditure during such fiscal year. Any contract, verbal or written, made in violation of this subsection is null and void, and no money may be paid on such contract. The Department shall require a statement from the Comptroller of the Department that funds are available prior to entering into any such contract or other binding commitment of funds. Nothing herein contained shall prevent the making of contracts for periods exceeding one (1) year, but any contract so made shall be executory only for the value of the services to be rendered or agreed to be paid for in succeeding fiscal years; and this paragraph shall be incorporated verbatim in all contracts of the Department which are for an amount in excess of $25,000 and which have a term for a period of more than 1 year. Section 339.135 (6)(a), Florida Statutes. (b) “The governing body of each municipality shall adopt a budget each year. The budget must be adopted by ordinance unless otherwise specified in the respective municipality’s charter. The amount available from taxation and other sources, including amounts carried over from prior fiscal years, must equal the total appropriations for expenditures and reserves. The budget must regulate expenditures of the municipality, and it is unlawful for any officer of a municipal government to expend or contract for expenditures in any fiscal year except in pursuance of the budgeted appropriations.” Section 166.241, Florida Statutes. (c) The PARTIES agree that in the event funds are not appropriated to the DEPARTMENT or the CITY for the PROJECT, this Agreement may be terminated, which shall be effective upon either party giving notice to the other CITY OF CLEARWATER FPN: 454711-1-12-01 3 to that effect. 3.2 The CITY shall furnish the DEPARTMENT with a deposit in the amount of $200,000.00 (two hundred thousand dollars and zero cents) by June 15, 2026, towards the project cost for Locally Funded project number 454711 1 12 01. The DEPARTMENT may utilize this deposit for payment of the costs of the PROJECT. 3.3 If the actual cost of the PROJECT is less than the funds provided, the excess will be applied to other phases on the project. 3.4 E-VERIFY The DEPARTMENT: 1. Shall utilize the U.S. Department of Homeland Security’s E-Verify system to verify the employment eligibility of all new employees hired by the DEPARTMENT during the terms of the contract; and 2. Shall expressly require any contractors or subcontractors performing work or providing services pursuant to the state contract to likewise utilize the U.S. Department of Homeland Security’s E-Verify system to verify the employment eligibility of all new employees hired by SUBCONTRACTOR during the contract term. SECTION 4 COMMENCEMENT AND TERMINATION OF AGREEMENT 4.1 This Agreement shall take effect upon being executed by the parties and shall be terminated upon the mutual consent of the parties. SECTION 5 MISCELLANEOUS PROVISIONS 5.1 Any amendment to or modification of this Agreement or any alteration, extension, supplement, or change of time or scope of work shall be in writing and signed by both parties. 5.2 Any notice or other document which either party is required to give or deliver to the other shall be given in writing and served either personally or mailed to: TO DEPARTMENT: TO CITY: Billy Schmidt Annabella (Anna) Hullen FDOT City of Clearwater CITY OF CLEARWATER FPN: 454711-1-12-01 4 11201 N. McKinley Drive, M.S. 7-350 One Clearwater Tower, 6th Floor Tampa, Florida 33612 600 Cleveland Street Clearwater, Florida 33756 5.3 If any word, clause, sentence, or paragraph of the Agreement is held invalid, the remainder of the Agreement would continue to conform to the intent of this Agreement. 5.4 This Agreement shall be governed and construed in accordance with the laws of the State of Florida. 5.5 Nothing herein shall be construed to create any third-party beneficiary rights in any person not a party to this Agreement. SECTION 7 ENTIRE AGREEMENT This document embodies the whole Agreement of the parties. There are no promises, terms, conditions, or allegations other than those contained herein, and this document shall supersede all previous communications, representations and/or agreements, whether written or verbal between the parties hereto. This Agreement may be modified only in writing executed by all parties. This Agreement shall be binding upon the parties, their successors, assigns and legal representative. CITY OF CLEARWATER FPN: 454711-1-12-01 5 IN WITNESS WHEREOF, the parties have caused this Agreement to be executed by their duly authorized representatives on the dates written below. CITY OF CLEARWATER ATTEST: BY:_____ (SEAL) BY: ROSEMARY CALL BRUCE RECTOR CITY CLERK MAYOR STATE OF FLORIDA DEPARTMENT OF TRANSPORTATION ATTEST_______________________ BY:__________________________ EXECUTIVE SECRETARY KELLI BRADLEY, P.E. DIRECTOR OF TRANSPORTATION DEVELOPMENT, DISTRICT SEVEN _________________________ DATE ___________________________ FDOT LEGAL REVIEW DEPARTMENT OF TRANSPORTATION CITY OF CLEARWATER FPN: 454711-1-12-01 6 EXHIBIT “A” PROJECT BUDGET This exhibit forms an integral part of that certain Locally Funded Agreement between the State of Florida, Department of Transportation and the City of Clearwater, dated _____________________, 2026. I. TOTAL ESTIMATED COST.........................…… $586,780.00 II. PROJECT PARTICIPATION State Funds.......................................................$386,780.00 Federal..............................................................$ 0.00 Local Funds..........…………………….……........$200,000.00 III. PROJECT funds are subject to legislative appropriation of available funds. CITY OF CLEARWATER FPN: 454711-1-12-01 7 EXHIBIT “B” PROJECT DESCRIPTION AND RESPONSIBILITIES This exhibit forms an integral part of that certain Locally Funded Agreement between the State of Florida, Department of Transportation, and the City of Clearwater, dated ______________, 2026. PROJECT LOCATION: SR 60 from E of Shore Dr to E of N Rocky Point Drive PROJECT DESCRIPTION: The project consists of the planning of S.R. 60 from east of Shore Drive to east of N. Rocky Point Drive corridor study. SPECIAL CONSIDERATIONS BY DEPARTMENT AND CITY: The CITY will be responsible for providing $200,000.00 (two hundred thousand dollars and zero cents) to aid in the preliminary engineering phase of the PROJECT in accordance with the provisions hereunder in Section 3, Financial Provisions. The DEPARTMENT shall be responsible for administering the preliminary engineering activities for this project. All other provisions for the compliance of this Agreement shall remain in full force in accordance with State of Florida and Federal Laws. Cover Memo City of Clearwater Main Library - Council Chambers 100 N. Osceola Avenue Clearwater, FL 33755 File Number: ID#26-0408 Agenda Date: 4/20/2026 Status: Agenda ReadyVersion: 1 File Type: Action ItemIn Control: Public Works Agenda Number: 4.3 SUBJECT/RECOMMENDATION: Approve a Community Forestry Capacity Grant Agreement between the city of Clearwater and the Florida Department of Agriculture and Consumer Services (FDACS) in the amount of $50,000, accept the grant for a total project value of $100,000 including required city match, and authorize the appropriate officials to execute same. (consent) SUMMARY: The Florida Department of Agriculture and Consumer Services (FDACS), through the Florida Forest Service and the USDA Forest Service, has awarded the city of Clearwater a Community Forestry Capacity Grant in the amount of $50,000, which requires a $50,000 city match, for a total project value of $100,000. The grant will fund a citywide tree canopy assessment and development of an Urban Forest Management Plan (Plan). This work will analyze existing canopy coverage, identify canopy gaps and priority planting areas, and establish long-term strategies for expanding and managing Clearwater’s urban forest. This effort is particularly important as the city works to recover tree canopy lost during recent storms and strengthen long-term resilience. Urban trees help cool neighborhoods, manage stormwater and support tourism and overall quality of life in Clearwater. A well-managed tree canopy increases property value and hence property taxes. Plantings will target areas with limited tree canopies to help ensure an expanded tree canopy across Clearwater. This project is aligned with the city’s Comprehensive Plan, Clearwater 2045, specifically Objective QP 5.7 - - Prioritize the creation of a sustainable and long-lived tree canopy on public and private properties during development or redevelopment, along with identified Policies QP 5.7.1, 5.7.2, 5.7.3, 5.7.4, and 5.7.5, as well as Policy CCM 2.2.5. In addition to guiding future city investments, development of the Plan will help position Clearwater to pursue future urban forestry implementation grants, which require clearly defined strategies and priority projects. The grant term runs through June 30, 2027, and funds will be reimbursed based on eligible project expenses. The grant agreement requires the city to indemnify, defend and hold harmless the Florida Department of Agriculture and Consumer Services and its officers, agents and employees from claims arising from the city’s performance under the agreement. It also includes standard administrative requirements such as quarterly reporting, compliance with federal procurement and subcontracting requirements, and completion of grant closeout documentation. As a governmental entity, the city’s obligations remain subject to the limitations of sovereign immunity as provided in Section 768.28, Florida Statutes. APPROPRIATION CODE AND AMOUNT: Revenues and expenditures associated with this grant will be accounted for in special program 181-99970, Page 1 City of Clearwater Printed on 4/14/2026 File Number: ID#26-0408 Tree Replacement Program. The Tree Replacement Program is funded through payments made when required tree replacements cannot be accommodated on development sites. In accordance with city code, these funds are used for tree planting projects on public lands and other urban forestry enhancement projects within the city. STRATEGIC PRIORITY: High Performing Government 1.2 Maintain public infrastructure, mobility systems, natural lands, environmental resources, and historic features through systematic management efforts. ·This project supports this objective by establishing a data-driven framework to assess, manage and expand Clearwater’s urban tree canopy as critical green infrastructure that contributes to stormwater management, neighborhood cooling and environmental health. Community Well-Being 3.3 Promote marketing and outreach strategies that encourage stakeholder engagement, enhance community education, and build public trust. ·The project includes community workshops and public outreach to educate residents on the benefits of urban trees and gather input that will inform development of the Urban Forest Management Plan. Environmental Stewardship 4.1 Support proactive climate resiliency strategies based in science to protect natural and built environments from impacts associated with sea level rise ·The tree canopy assessment will use GIS and existing environmental data to identify priority planting areas and guide strategies that strengthen Clearwater’s resilience to heat, storms and other environmental stressors. 4.3 Protect the conservation of urban forests and public green spaces to promote biodiversity and reduce our carbon footprint. ·Development of an Urban Forest Management Plan will establish canopy goals and implementation strategies to expand and protect Clearwater’s urban forest and green spaces over the long term. Page 2 City of Clearwater Printed on 4/14/2026 FDACS-02017 Rev. 12/24 Page 1 of 16 WILTON SIMPSON COMMISSIONER This Federal Financial Assistance Subrecipient Agreement (Agreement) made and entered into on ____________________________, by and between the FLORIDA DEPARTMENT OF AGRICULTURE AND CONSUMER SERVICES, the Recipient, and the City of Clearwater, the Subrecipient. The Subrecipient’s Application package for federal financial assistance, dated October 20, 2025, (Application) is incorporated by reference. The Subrecipient shall perform the Scope of Work contained in the Subrecipient’s Application. The Department of Management Services' designated United Nations Standard Products and Services Code (UNSPSC) is 70151500. A. SUBAWARD AMOUNT 1. The total award amount for satisfactorily completing the Scope of Work is $50,000.00. In no event shall the Recipient be liable for payment of any amount, which exceeds the total award amount. a. The Subrecipient may expend funds only for allowable costs resulting from obligations incurred during the agreement period. b. The balance of unobligated funds which have been advanced or paid must be refunded to the Recipient. c. Funds paid in excess of the amount to which the Subrecipient is entitled under the terms and conditions of the agreement must be refunded to the Recipient. B. TERM 1. The agreement period of this Subrecipient agreement shall commence on the upon execution and, unless sooner terminated or canceled, shall end on the 30th day of June, 2027 (Term). 2. No-cost extensions require the prior written approval of the Recipient and must be submitted not less than sixty (60) days prior to the end of the Term. Extension requests, which exceed the federal agency award period, will not be granted. C. UNIVERSAL IDENTIFIER AND SYSTEM OF AWARD MANAGEMENT 1. The Subrecipient shall comply with 2 CFR, Part 25, “Financial Assistance Use of Universal Identifier and System of Award Management” (SAM). The Subrecipient must register and maintain a registration in SAM until submittal of the final financial report. A unique entity identifier is a 12-character alphanumeric ID assigned to an entity by SAM.gov. 2. Compliance with 2 CFR, Part 25 is not required for individuals. D. FINANCIAL AND PROGRAM MANAGEMENT 1. Statutory and National Policy Requirements Florida Department of Agriculture and Consumer Services Division of Administration FEDERAL FINANCIAL ASSISTANCE SUBRECIPIENT AGREEMENT FDACS# 33510Docusign Envelope ID: DD4BAC58-E1AC-4E4F-B819-9A7E3CC4ABD2 FDACS-02017 Rev. 12/24 Page 2 of 16 a. All expenditures of federal financial assistance under the Agreement shall be in compliance with all applicable laws, rules, and regulations applicable to expenditures of federal funds. b. The Subrecipient shall implement applicable National Policy Requirements. 2. Deliverables a. The Subrecipient must provide quantifiable, measurable, and verifiable units of Deliverables which must be received and accepted in writing by the Recipient before payment. Deliverables must be directly related to the Scope of Work; specify minimum levels of service to be performed; and contain criteria for evaluating the successful completion of each Deliverable. The Deliverables are set forth in the Scope of Work contained in the Subrecipient Application. b. The Subrecipient shall perform all deliverables within the time frame established in this Agreement. Unless otherwise set forth in the Scope of Work, failure to meet the Deliverables of this Agreement shall result in a financial consequence up to 100% of the final payment request unless the failure to perform the deliverable is corrected or prohibited by the federal agency awarding the grant. 3. Financial Management a. The Subrecipient shall maintain an accounting system and a set of accounting records, which allow for the identification of revenues and expenditures related to this Agreement. b. The Subrecipient shall comply with 2 CFR, Part 200, as currently in effect and as may be amended from time to time and adhere to the accounting principles and procedures required therein, use adequate internal controls, and maintain necessary source documentation for all costs incurred. 4. Reimbursement Requests a. The allowability of costs shall be in accordance with the federal financial assistance cost principles applicable to the Subrecipient and terms of this Agreement. b. The Subrecipient shall submit the payment request packet to the Recipient’s Grant Manager not more often than monthly, but not less often than quarterly. To be eligible for reimbursement, costs shall be allowable, necessary, and reasonable, and must be submitted by budget category consistent with the budget plan submitted with the Subrecipient’s Application. c. All reimbursement requests must be submitted using the Recipient’s standard payment request packet and provide supporting documentation for each cost. An authorized Subrecipient representative shall sign the certifications on the payment request packet submitted. d. The payment request packet is downloadable from https://forms.fdacs.gov/02019.pdf. e. A Subrecipient whose federal financial assistance grant provides an online reimbursement system for reporting reimbursement details shall use the online reimbursement system instead of the payment request packet. Docusign Envelope ID: DD4BAC58-E1AC-4E4F-B819-9A7E3CC4ABD2 FDACS-02017 Rev. 12/24 Page 3 of 16 f. Travel Expenses. Justified and reasonable travel expenses which are directly and exclusively related to the services rendered under this Agreement will be reimbursed in accordance with Section 112.061, F.S. Authorization for travel expenses must be specified in this Agreement. g. $50,000.00 for one year based on invoices submitted for expenses incurred during the quarterly periods ending March 31, June 30, September 30 and December 31 of each year. Each quarter, The SUBRECIPIENT shall submit detailed quarterly reports using the format and content shown on the RECIPIENT’S performance progress report. Invoices must be received within 30 calendar days of the conclusion of each quarter. Bills will be in the form of an invoice by major categories and will include local funding information detailing staff salaries, benefits, indirect costs (at 10% of Total Direct Costs) and other approved expenses, if accrued. h. Travel and per diem costs are not allowable under this contract. Payment of Reimbursement Requests DPayment for allowable, necessary, and reasonable costs shall be made within thirty days after acceptance by the Recipient. Payment request packets returned to the Subrecipient due to omissions or preparation errors will result in a payment delay. EPayment requests for a percentage of work completed on each task deliverable are allowed. FPayment is contingent upon the availability of funding from the federal agency and the Subrecipient’s compliance with the terms and conditions of this Agreement.The final payment under this Agreement shall be made upon completion of theScope of Work including all Deliverables and the receipt and approval of allUHSRUWVUHTXLUHGKHUHXQGHU Reimbursement request form with required backup documentation. (2) Final Report – brief paragraph on letterhead or form FDACS-02018 summarizing what was accomplished with the grant funding. (3) Copy of a news release that will be submitted to a local publication crediting the U.S. Forest Service for providing funding. (4) Copy of Congressional thank you letter - Thank you letter addressed to your federal congressional representatives for the grant funding. Include a brief description of what you were able to accomplish with the funding. (5) Certification of Acceptance executed by a Florida Forest Service official. d. Disallowance or adjustments due to audit findings may require the Subrecipient to return funds to the Recipient. The Subrecipient is solely responsible for reimbursing the Recipient for amounts incorrectly paid to the Subrecipient. 6. Program Income a. “Program income includes but is not limited to income from fees for services performed, the use or rental of real or personal property acquired under federal awards, the sale of commodities or items fabricated under a federal award, license fees and royalties on patents and copyrights, and principal and interest on loans made with federal award funds”. 2 CFR 200.80 Docusign Envelope ID: DD4BAC58-E1AC-4E4F-B819-9A7E3CC4ABD2 FDACS-02017 Rev. 12/24 Page 4 of 16 b. The Subrecipient must report to the Recipient any program income received or anticipated from the activities performed under this Agreement. 7. Revision of Budget Plan a. The Budget Plan contained in the Subrecipient Application lists costs and budget categories to fund the Subrecipient’s performance of the Scope of Work, including the completion of Deliverables. b. The Subrecipient is required to report any transfers from one approved budget category to another approved budget category. If the cumulative budget transfers meet or exceed ten percent (10%), prior approval, evidenced by contract amendment, is required. c. Prior approval, evidenced by contract amendment, is required for: (1) Any transfers from an approved budget category to an unapproved budget category. An unapproved budget category is defined as having no funds allocated in the original Budget Plan. (2) Any equipment purchases not noted in the original Budget Plan and/or Scope of Work. (3) Any subawarding or contracting out of any work not noted in the original Budget Plan and/or Scope of Work. 8. Revision of Scope of Work a. The Subrecipient shall report any changes to the Scope of Work including but not limited to changes in the objectives, changes in key personnel, reduction of work effort by key personnel, and delays in completion of the work. 9. Acknowledgements a. The Subrecipient shall have an acknowledgement of the USDA Forest Service support placed on any publication written or published or audiovisual produced with grant support and, if feasible, on any publication reporting the results of, or describing, a grant-supported activity, or audiovisuals produced with grant support. This requirement does not apply to audiovisuals produced as research instruments or for documenting experimentations or findings and not intended for presentation or distribution to the public. Minimum verbiage requirement is as follows: "This publication made possible through a grant from the USDA Forest Service in cooperation with the Florida Forest Service." b. Publication means a published book, periodical, pamphlet, brochure, flier, or similar item. c. Audiovisual means a product containing visual imagery or sound or both. d. The Subrecipient acknowledgement must contain a disclaimer which states: “Any opinions, findings, conclusions, or recommendations expressed in this publication or audiovisual are those of the author(s) and do not necessarily reflect the view of the USDA Forest Service.” Docusign Envelope ID: DD4BAC58-E1AC-4E4F-B819-9A7E3CC4ABD2 FDACS-02017 Rev. 12/24 Page 5 of 16 e. Language shall read: The work upon which this (insert publication or audiovisual or both) is based was funded, in whole or in part through a subrecipient grant awarded by the USDA Forest Service through the Florida Department of Agriculture and Consumer Services. The contents do not necessarily reflect the views or policies of the USDA Forest Service nor does mention of trade names, commercial productions, services, or organizations imply endorsement by the U.S. Government. E. PROPERTY STANDARDS 1. Equipment and Real Property a. Equipment must be used in the project for which the federal funds are derived. b. The federal agency has a vested interest in equipment and/or real property which, when purchased, exceeds $5,000 in value. If a title is issued for the equipment and/or real property, the federal agency must be listed on the title. c. The Subrecipient must maintain property records, which include, but are not limited to, the description, serial number or other identification number, acquisition date, cost, location, percentage of federal participation in the cost of the property, use and condition of the property. When the property is disposed of, the property records must be updated with the date of disposal and sale price of the property. d. A physical inventory is required at least once every two years. e. If the equipment and/or real property are to be sold or used as a trade-in, approval of the Recipient is required. f. At the end of the award period, the Subrecipient is required to request from the Recipient disposal instructions and is required to notify the Recipient of the fair market value of the equipment and/or real property. 2. Insurance Coverage a. The Subrecipient will carry sufficient insurance coverage to protect all assets required under the Agreement from loss due to theft, fraud, and/or undue physical damage. The Subrecipient shall carry insurance on its own assets in commercially reasonable amounts and all statutorily required insurance, including without limitation Workers’ Compensation insurance. 3. Intellectual Property a. Anything by whatsoever designation it may be known, that is produced by, or developed in connection with this Agreement shall become the exclusive property of the Recipient and may be copyrighted, patented, or otherwise restricted as provided by Florida or federal law. Neither the Subrecipient nor any individual employed under this Agreement shall have any proprietary interest in such property. b. With respect to each Deliverable that constitutes a work of authorship within the subject matter and scope of U.S. Copyright Law, 17 U.S.C. Sections 102-105, such work shall Docusign Envelope ID: DD4BAC58-E1AC-4E4F-B819-9A7E3CC4ABD2 FDACS-02017 Rev. 12/24 Page 6 of 16 be a “work for hire” as defined in 17 U.S.C. Section 101 and all copyrights subsisting in such work for hire shall be owned exclusively by the Recipient. c. In the event it is determined as a matter of law that any such work is not a “work for hire,” the Subrecipient shall immediately assign to the Recipient all copyrights subsisting therein for the consideration set forth in the Agreement and with no additional compensation. d. The foregoing shall not apply to any preexisting software, or other work of authorship used by the Subrecipient to create a Deliverable but which exists as work independent of the Deliverable, unless the preexisting software or work was developed by the Subrecipient pursuant to a previous Agreement with the Recipient or by a purchase by the Recipient under a state term contract. F. MATCHING OR COST SHARE (IF APPLICABLE) 1. The matching or cost share portion must be tracked using a unique identifier in the Subrecipient accounting system. 2. If the matching or cost share portion is not met, the Recipient may disallow costs paid with federal funds in proportion to the reduction in the matching or cost share amount. 3. The matching or cost share portion must be incurred in direct proportion to the amount of federal funds used. 4. The matching or cost share portion must be reported based upon the Budget Plan submitted with the Application. 5. Records for in-kind contributions, which are based upon volunteer hours, must have timesheets or a sign-in/sign-out logs and must explicitly state the method for valuation of the hours. The value must be reasonable. 6. Records for in-kind contributions, which are based upon goods or services provided, must have an invoice, if available, or must explicitly state the method for the valuation. The value must be reasonable. 7. In-kind contributions must be provided by a third party during the period for which they are being claimed. 8. The matching or cost share portion must not be counted towards other cost sharing requirements. Neither costs nor values of third-party in-kind contributions may count if they have been used towards other cost sharing requirements. G. GENERAL PROCUREMENT STANDARDS 1. The Subrecipient will follow the same policies and procedures it uses for procurements from other funding sources. 2. The Subrecipient must have documented procurement procedures. 3. The Subrecipient must have written policies on standards of conduct covering conflicts of interest. No employee, officer, or agency may participate in the selection, award or administration of a contract supported by federal funds if he or she has a real or apparent conflict of interest. Docusign Envelope ID: DD4BAC58-E1AC-4E4F-B819-9A7E3CC4ABD2 FDACS-02017 Rev. 12/24 Page 7 of 16 H. PERFORMANCE MONITORING AND REPORTING 1. The Subrecipient shall submit detailed quarterly reports using the format and content shown on the Recipient’s performance progress report. The performance progress report is downloadable from https://forms.fdacs.gov/02018.pdf. 2. In the event the Agreement is terminated, the Subrecipient shall furnish a report detailing progress made under this Agreement through the date of termination within twenty (20) days of termination. 3. The Subrecipient shall cooperate in all on-site reviews from the Recipient, its authorized representatives, or federal government personnel. 4. The review personnel will be given full and complete access during normal business hours to all information related to the performance of this Agreement to ensure compliance with project activities and statutes, regulations, and rules. 5. The Recipient will give 48 hours’ notice of any on site review. 6. The Subrecipient shall make available all personnel involved in the performance of work on this Agreement. 7. Failure to correct substandard performance within thirty (30) days after written notice from the Recipient shall result in suspension and/or termination of the Agreement. I. RECORD RETENTION AND ACCESS 1. Retention Requirements for Records a. Upon reasonable notice, the Recipient shall have access to the Subrecipient’s records during normal business hours. b. The Subrecipient shall maintain all records pertinent to the activities to be funded under this Agreement for a period of five (5) years after final payment is received and for such additional period as may be required until all claims, litigation and appeals pertaining or related to the Agreement have been completely resolved. 2. Access to Public Records a. The Subrecipient shall comply with all applicable requirements of Chapter 119, F.S. b. To the extent that Subrecipient meets the definition of “Contractor” under Section 119.0701, F.S., all documents, including papers, letters, or any other record or materials prepared pursuant to this Agreement are subject to Florida’s Public Records Law. Subrecipient must: (1) Keep and maintain public records required by the Recipient to perform the service. (2) Upon request from the Recipient’s custodian of public records, provide the Recipient with a copy of the requested records or allow the records to be inspected or copied within a reasonable time at no cost to the Recipient. Docusign Envelope ID: DD4BAC58-E1AC-4E4F-B819-9A7E3CC4ABD2 FDACS-02017 Rev. 12/24 Page 8 of 16 (3) Ensure that public records that are exempt or confidential and exempt from public records disclosure requirements are not disclosed except as authorized by law for the duration of the contract period and following completion or termination of the contract if the Subrecipient does not transfer the records to the Recipient. (4) Upon completion or termination of the contract, transfer, at no cost, to the Recipient all public records in possession of the Subrecipient or keep and maintain public records required by the Recipient to perform the service. If the Subrecipient transfers all public records to the Recipient upon completion or termination of the contract, the Subrecipient shall destroy any duplicate public records that are exempt or confidential and exempt from public records disclosure requirements. If the Subrecipient keeps and maintains public records upon completion or termination of the contract, the Subrecipient shall meet all applicable requirements for retaining public records. All records stored electronically must be provided to the Recipient, upon request from the Recipient’s custodian of public records, in a format that is compatible with the information technology systems of the Recipient. c. The Recipient shall have the right of unilateral cancellation for refusal by the Subrecipient to allow public access to all documents, papers, letters, or other material made or received by the Recipient in conjunction with the contract, unless the records are exempt from s. 24(a) of Article I of the State Constitution and Section 119.07(1), F.S. d. Nothing in this article shall be considered a waiver of the provisions of Section 119.0701, F.S. IF THE SUBRECIPIENT HAS QUESTIONS REGARDING THE APPLICATION OF CHAPTER 119, FLORIDA STATUTES, TO THE SUBRECIPIENT’S DUTY TO PROVIDE PUBLIC RECORDS RELATING TO THIS CONTRACT, CONTACT THE CUSTODIAN OF PUBLIC RECORDS: OFFICE OF GENERAL COUNSEL 407 SOUTH CALHOUN STREET, SUITE 520 TALLAHASSEE, FL 32399 PHONE: (850) 245-1000 EMAIL: PRCUSTODIAN@FDACS.GOV J. REMEDIES FOR NONCOMPLIANCE 1. Prior to the exercise of any remedy provided for herein, the Recipient shall provide thirty (30) calendar days written notice of default and shall provide the Subrecipient the opportunity to cure such failure or default within said thirty (30) day period. Upon the failure or inability to cure, the Recipient shall have all rights and remedies provided at law or in equity, including without limitation the following: a. Temporarily withhold cash payments pending correction of the deficiency by the Subrecipient. b. Disallow all or part of the cost of the services not in compliance. Docusign Envelope ID: DD4BAC58-E1AC-4E4F-B819-9A7E3CC4ABD2 FDACS-02017 Rev. 12/24 Page 9 of 16 c. Wholly or partly suspend or terminate this Agreement. 2. Termination a. This Agreement may be terminated for convenience by either party upon giving not less than thirty (30) days advance written notice to the other party. The Subrecipient shall be paid for all work satisfactorily performed prior to the date of termination provided the Subrecipient has otherwise complied with the terms of this Agreement, including the submission of all reports. b. The Recipient may suspend or terminate this Agreement if the Subrecipient: (1) Fails to comply with any applicable rules, regulations or provisions referred to herein, or any other applicable state or federal statutes, rules, regulations, executive orders, federal guidelines, policies or directives; (2) Fails to timely fulfill its obligations under the Agreement; (3) Improperly or illegally uses funds provided under this Agreement; or (4) Submits reports that are incorrect in any material respect. K. CLOSE OUT 1. Notwithstanding the termination of this Agreement, the Subrecipient’s obligations to the Recipient shall survive until all close out requirements are completed. Close out activities shall include but are not limited to completing and submitting final reports, properly disposing of property, accounting for unspent cash advances and program income and transferring custodianship of records to Recipient or its designee. 2. Post-close Out Adjustments a. Any funds paid in excess of the amount to which the Subrecipient is entitled under the Agreement must be refunded to the Recipient within thirty (30) days after demand therefore by Recipient. L. AUDIT REQUIREMENTS 1. Audit Provisions a. If the Subrecipient is a state or local government or a nonprofit organization, the audit provisions as defined in 2 CFR, Part 200 Subpart F are applicable. b. If the Subrecipient is a commercial organization (for-profit), the organization will provide the Recipient with its annual audited financial statement or the annual tax return provided to the Internal Revenue Service. c. Audit provisions are not required for a Subrecipient who is an individual. d. In the event that the Subrecipient expends $1,000,000 or more in federal awards in its fiscal year, the Subrecipient must have a single or program-specific audit conducted in accordance with the 2 CFR, Part 200 Subpart F. Docusign Envelope ID: DD4BAC58-E1AC-4E4F-B819-9A7E3CC4ABD2 FDACS-02017 Rev. 12/24 Page 10 of 16 e. If the Subrecipient expends less than $1,000,000 in federal awards in its fiscal year, an audit conducted in accordance with the provisions of 2 CFR, Part 200 Subpart F is not required. Records must be available for audit or review if necessary. f. If the Subrecipient expends less than $1,000,000 in federal awards in its fiscal year and elects to have an audit conducted, the cost of the audit must be paid from non-federal resources. 2. Basis for Determining Federal Awards Expended a. In determining the federal awards expended in its fiscal year, the Subrecipient shall consider all sources of federal awards, including federal resources received from the Recipient. b. The determination of amounts of federal awards expended should be in accordance with the guidelines established by 2 CFR, Part 200 Subpart F. 3. Relation to Other Audit Requirements a. If the Subrecipient has an audit conducted in relationship to any other federal regulation or statute, the Recipient may determine upon review if the audit reports meet the needs of the Recipient. If so, an additional audit will not be required. b. An audit of the Subrecipient conducted by the Auditor General in accordance with provisions of 2 CFR, Part 200 Subpart F will meet these requirements. c. These provisions do not limit the authority of the federal agency, Inspector General, General Accounting Office (GAO), or Recipient to conduct or arrange for the conduct of audits or evaluations of federal financial assistance awards. 4. Frequency of Audits a. Audits shall be performed annually to meet this requirement. 5. Sanctions a. If the Subrecipient is unwilling or has a continued inability to have an audit conducted, the provisions for noncompliance will be enforced. 6. Subrecipient Responsibilities a. The Subrecipient shall arrange for the audit to be conducted in a timely manner and submitted as required in 2 CFR 200.512. b. The Subrecipient shall prepare the financial statements in accordance with 2 CFR 200.510. c. The Subrecipient shall promptly follow up and take corrective action on audit findings. d. The Subrecipient will provide the auditor with access to records, personnel, documentation, and other information as needed by the auditor. 7. Audit Findings Follow-up Docusign Envelope ID: DD4BAC58-E1AC-4E4F-B819-9A7E3CC4ABD2 FDACS-02017 Rev. 12/24 Page 11 of 16 a. At the completion of the audit, the Subrecipient must prepare, in a document separate from the auditor’s findings a corrective action plan to address each audit finding included in the current year auditor’s reports. b. The corrective action plan must provide the name(s) of the contact person(s) responsible for corrective action, the corrective action planned and the anticipated completion date. c. If the Subrecipient does not agree with the audit findings or believes corrective action is not required, then the corrective action plan must include an explanation and specific reasons. d. Any deficiencies noted in audit reports must be fully cleared by the Subrecipient within thirty (30) days after receipt by the Subrecipient. e. Failure of the Subrecipient to comply with the above requirement will constitute a violation of this Agreement and may result in the withholding of future payments. 8. Report Submission a. The audit must be completed and the data collection form and reporting package must be submitted within the earlier of thirty (30) calendar days after receipt of the auditor’s report(s) or nine months after the end of the audit period. If the due date falls on a Saturday, Sunday, or Federal holiday, the reporting package is due the next business day. b. The Subrecipient must submit required data elements described in Appendix X to 2 CFR, Part 200 – Data Collection Form (SF-SAC), which states whether the audit was completed in accordance with this part and provide information about the Subrecipient, its federal programs and the results of the audit. c. A senior representative of the Subrecipient must sign a statement to be included as part of the data collection that the Subrecipient has complied with the audit requirements, the data was prepared in accordance with 2 CFR 200.512, the reporting package does not include protected personally identifiable information, the information is accurate and complete, and the reporting package and form will be publicly available on the web. d. The Subrecipient shall also submit to the Recipient’s Grant Manager one copy of the audit report, reporting package, any management letter issued by the auditor, and the data collection form described in Appendix X to 2 CFR, Part 200. e. The Subrecipient is required to use the internet submission form on the Federal Audit Clearinghouse (FAC) website. The FAC website is located at https://www.fac.gov/. f. The Subrecipient shall ensure that audit working papers are made available to the Recipient’s Chief Financial Officer or Auditor General, or its designee, upon request for a period of five (5) years from the date the audit report is issued, unless extended in writing by the Recipient. M. GENERAL CONDITIONS 1. Nothing contained in this Agreement is intended to, or will be construed in any manner, as creating or establishing the relationship of principal and agent or employer and employee Docusign Envelope ID: DD4BAC58-E1AC-4E4F-B819-9A7E3CC4ABD2 FDACS-02017 Rev. 12/24 Page 12 of 16 between the parties. The Subrecipient will at all times remain an independent contractor with respect to the services to be performed under this Agreement. 2. Indemnification. The Subrecipient shall be fully liable for the actions of its agents, employees, partners, or subcontractors and shall fully indemnify, defend, and hold harmless the Recipient, and their officers, agents, and employees, from suits, actions, damages, and costs of every name and description, including attorneys’ fees, arising from or relating to personal injury and damage to real or personal tangible property alleged to be caused in whole or in part by the Subrecipient, its agent, employees, partners, or subcontractors, provided, however that the Subrecipient shall not indemnify for that portion of any loss or damages proximately caused by the negligent act or omission of the Recipient. Nothing herein contained shall be construed or operate as a waiver of sovereign immunity to the extent sovereign immunity, as set forth in Section 786.28, F.S., may otherwise apply. 3. Liability. The Recipient shall not assume any liability for the acts, omissions to act or negligence of the Subrecipient, its agents, servants, and employees, nor shall the Subrecipient disclaim its own negligence to the Recipient or any third party. 4. The Subrecipient shall not discriminate on the basis of race, sex, religion, color, national origin, age, or disability and shall comply with all applicable state and federal laws and regulations related thereto, including without limitation, the Americans with Disabilities Act (42 USC 12101 et. Seq.); Section 504 of the Rehabilitation Act of 1973 (29 USC 795); and the Age Discrimination Act of 1975 (42 USC 6101-6107). 5. The Subrecipient acknowledges and agrees that the employment of unauthorized aliens by any person or entity is considered a violation of 8 U.S.C. § 1324a. If the Subrecipient knowingly employs unauthorized aliens, such violation shall be cause for unilateral cancellation of this Agreement. The Subrecipient avers that it is registered in the E-Verify system and further agrees to comply with the provisions of Section 448.095(2), F.S., during the term of the contract, including receiving and maintaining required affidavits from subcontractors. 6. This Agreement is contingent upon the availability of funding from the federal agency. This Agreement may be terminated by Recipient if funding from the federal agency is reduced or terminated. 7. The Subrecipient represents and warrants that neither it, nor its principals, is presently debarred, suspended, proposed for debarment, declared ineligible or voluntarily excluded from participation in this transaction by any Federal department or agency; and, that the Subrecipient shall not knowingly enter into any lower tier contract, or other covered transaction, with a person who is similarly debarred or suspended from participating in this covered transaction. Any lower tier contract provider who receives funds as a result of this Agreement shall be verified by Subrecipient through the General Services Administration (GSA) Federal Excluded Parties List: https://sam.gov/SAM/. 8. The Subrecipient shall comply with the Federal Acquisition Regulation 52.204-25 Prohibition on Contracting for Certain Telecommunications and Video Surveillance Services or Equipment, as currently in effect and as may be amended from time to time. Failure to comply or if the Subrecipient knowingly provides funds to any entity prohibited from receiving a contract or award pursuant to the Federal Acquisition Regulation 52.204- 25 shall be cause for unilateral cancellation of this Agreement. 9. The Subrecipient acknowledges it has completed the certification regarding lobbying. Docusign Envelope ID: DD4BAC58-E1AC-4E4F-B819-9A7E3CC4ABD2 FDACS-02017 Rev. 12/24 Page 13 of 16 10. If prior written authorization for subcontracting is granted by the Recipient, any work or services subcontracted by the Subrecipient shall be specifically by written contract or Agreement, and such subcontracts shall be subject to each provision of this Agreement and applicable Federal, State or County guidelines and regulations as currently in effect and as may be amended from time to time. Prior to execution by the Subrecipient of any subcontract hereunder, the Subrecipient must submit such subcontracts to the Recipient for its review and approval. 11. The Subrecipient will comply with section 20.055, F.S. 12. This Agreement may not be modified except by a written instrument executed by a duly authorized representative of each party hereto. 13. In the event that two or more documents combine to form this Agreement, and in the event that there is any contradictory or conflicting clause or requirement in these documents, the provisions of the document(s) prepared by the Recipient shall be controlling. 14. This Agreement shall be controlled by Florida law, without regard to any conflict of law provisions thereof with venue in Leon County, Florida. 15. Severability. In the event that any clause or requirement of this Agreement is contradictory to, or conflicts with the requirements of Florida or federal law, including, but not limited to requirements regarding contracts with Florida's governmental agencies, the offending clause or requirement shall be without force and effect and the requirements of the applicable Florida or federal law shall substitute for that clause or requirement and be binding on all parties hereto. 16. Paragraph Headings. Paragraph headings contained in this Agreement are for convenience or reference only. They shall not be deemed to modify, limit, define or describe in any respect the provisions of this Agreement. 17. Compliance. The Subrecipient shall, at its sole cost and expense, comply with all requirements of all Municipal, County, State and Federal rules and regulations, statutes and/or ordinances now in effect and as may be amended from time to time pertaining to the duties and obligations arising from this Agreement. 18. Survival. The termination of this Agreement (whether by expiry, completion, the exercise of a termination right hereunder, or otherwise) will not relieve either party of any obligation, nor impair the exercise of rights, accrued hereunder prior to such termination. Without limiting the foregoing, the terms of Article D (entitled “FINANCIAL AND PROGRAM MANAGEMENT”), Article I (entitled “RECORD RETENTION AND ACCESS”), Article K (entitled “CLOSE OUT”), and Article L (entitled “AUDIT REQUIREMENTS”) hereof will survive the termination of this Agreement. 19. This Agreement may be executed in counterparts, each of which shall be an original and all of which shall constitute but one and the same instrument. Each person signing this Agreement warrants that he or she is duly authorized to do so and to bind the respective party to the Agreement. 20. The delay or failure by the Department to exercise or enforce any of its rights under this Agreement shall not constitute or be deemed a waiver of the Department’s right thereafter Docusign Envelope ID: DD4BAC58-E1AC-4E4F-B819-9A7E3CC4ABD2 FDACS-02017 Rev. 12/24 Page 14 of 16 to enforce those rights, nor shall any single or partial exercise of any such right preclude any other or further exercise thereof or the exercise of any other right. 21. Administration of Agreement. The Grant Manager for the Recipient is Todd Little and is located at 3125 Conner Boulevard, Tallahassee, Florida 32399. The Grant Manager for the Subrecipient is Cassie Cordova and is located at 100 S. Myrtle Ave., Clearwater, Florida, 33756. Substitution of a Grant Manager by any party after execution of this Agreement shall not require a formal amendment of this Agreement; however, the other Grant Manager shall be informed in writing within seven (7) business days of the substitution. 22. Notices. Any notice required or permitted under this Agreement shall be in writing and shall be sent via email to the contract manager and sent by a nationally recognized courier service which provides written proof of delivery (e.g., UPS, Federal Express) or mailed by registered or certified mail, postage prepaid, return receipt requested, addressed, in either event, to the contract manager set forth above. 23. Entire Agreement. The instrument, including any attachments or exhibits, embodies the Entire Agreement of the parties for the use of the funds received under this Agreement. This Agreement supersedes all previous oral or written communications, representations, or Agreements on this subject. N. STATE FUNDS; REPORTING 1. Inspection and Reporting Requirements. Upon request, the Subrecipient shall comply with Section 216.1366(3), F.S., inspection requirements. Any records, papers, and documents requested by the Department must be provided for inspection within ten (10) business days after the request is made. If the Subrecipient is a non-profit organization as defined in Section 215.97(2), F.S., then the Subrecipient must provide documentation that indicates the amount of state funds (1) allocated to be used during the full term of the contract for remuneration of any member of the board of directors or an officer of the Subrecipient, and (2) allocated under each payment by the Recipient to be used for remuneration of any member of the board of directors or an officer of the Subrecipient. The documentation must indicate the amounts and receipts of remuneration. 2. The Subrecipient is not classified as a non-profit organization as defined in Section 215.97(2)(m), F.S.; therefore the Subrecipient is not required to complete and return the Total Compensation Paid to Non-Profit Personnel Using State Funds form (FDACS-01324) located at https://forms.fdacs.gov/01324.pdf in accordance with Section 216.1366, F.S., no later than ten (10) business days from execution of this Agreement and with each invoice or reimbursement submission in accordance with Section D. If the non-profit Subrecipient maintains a website, the Subrecipient must post the information required by Section 216.1366(3), F.S., on its website. 3. Failure to comply with any of the requirements of Section 216.1336, F.S., may result in termination of the Agreement as prescribed in Section J. NOTE: Articles O and P do not apply to Individuals or Private Citizens. Docusign Envelope ID: DD4BAC58-E1AC-4E4F-B819-9A7E3CC4ABD2 FDACS-02017 Rev. 12/24 Page 15 of 16 O. EXECUTIVE COMPENSATION 1. The Subrecipient shall complete and return the Executive Compensation Attestation for Agreements Involving State Funds form (FDACS-01317) located at https://forms.fdacs.gov/01317.pdf no later than ten (10) business days from execution of this Agreement. Executive Compensation Attestation is required pursuant to Executive Order 20-44. Governmental entities as defined in Section 287.012(14), F.S., are excluded from the executive compensation reporting. 2. In the event that the Subrecipient receives fifty (50) percent or more of its budget from funding provided by the State of Florida, or a combination of funding from the State of Florida and the United States Government, or this Agreement results from the Subrecipient being named in statute as the required Subrecipient of a sole-source, public-private Agreement, then the Subrecipient shall provide an annual report to the Recipient due on or before June 30th. An annual report shall be required for each year that this Agreement remains in existence. The report shall detail the total compensation of the Subrecipient’s executive leadership team, to include salary, bonuses, cash-in leave, cash equivalents, severance pay, retirement benefits, deferred compensation, real property gifts, and any other payout. The annual report must also indicate what percent of compensation comes directly from State or Federal allocations, and the report shall contain the Subrecipient’s IRS Form 990. 3. The Subrecipient understands and agrees that it must provide Recipient of written notice detail any change in executive compensation in the intervening period between annual reports. 4. The Subrecipient understands and agrees that failure to comply with any provision of this section constitutes a material breach for which Recipient may seek termination of this Agreement pursuant to Article 7 of this Agreement. 5. The final annual report shall be delivered to the Recipient as part of the close out process detailed in Article 8. P. AFFIDAVIT FOR NONGOVERNMENTAL ENTITY Pursuant to Section 787.06(13), F.S., when a contract is executed, renewed, or extended between a nongovernmental entity and a governmental entity, as defined in Section 287.138(1), F.S., an officer or representative of the nongovernmental entity must attest under penalty of perjury that the nongovernmental entity does not use coercion for labor or services as defined in Section 787.06, F.S. The Non-Coercion for Labor or Services Affidavit (FDACS- 01364) located at https://forms.fdacs.gov/01364.pdf or a substantially similar affidavit must be completed and returned to the Recipient no later than ten (10) business days from the contract being executed, renewed, or extended. Email the completed affidavit to the Recipient’s Grant Manager and reference the contract number in the subject line. Federal resources awarded to the Subrecipient pursuant to this agreement are from USDA Forest Service, federal financial assistance funding opportunity under FAIN #24-DG-11083112-001, and Assistance Listing Number (ALN) (formerly known as Catalog of Federal Domestic Assistance Number) 10.664, Cooperative Forestry Assistance. Docusign Envelope ID: DD4BAC58-E1AC-4E4F-B819-9A7E3CC4ABD2 FDACS-02017 Rev. 12/24 Page 16 of 16 IN WITNESS THEREOF, and in consideration of the mutual covenants set forth above and, in the attachments and exhibits hereto, the parties have caused to be executed this Agreement by the undersigned officials duly authorized: FLORIDA DEPARTMENT OF AGRICULTURE AND CONSUMER SERVICES SUBRECIPIENT Signature Signature Director of Administration Title Title Date Date Docusign Envelope ID: DD4BAC58-E1AC-4E4F-B819-9A7E3CC4ABD2 3/10/2026 CIN@60b8K0QE8GVbI:b=N@4YCVYN8b0G6bIGTYE8Nb+8R@48Tb @[@T@IGbI:b6E@G@TVN0V@IGb (#2!%%!#2**!+-%2 .%!%2''&(-.%!-12.$( .(!'!%-2 2 .(!'!%-2#2$2 @XbI:bC80S0V8N #+2%&-2*-!&%2 2.#!2&(*2 !%2- 2&-!2 &2(#2 !%%!#2,*!+-%2 .%!%2''&(-.%!-12(2 !%#.!%2%12'(&'(!-(12&(2&%!%-!#2!%($-!&%2 #!/(#2 #%$$ $"$ "' !& ####$ "'" "#$"& $ ' %$& $ '' !$$ ! )&($%2 +.(*2 +"*2 *"2 *(!'-!&%2 %!-&(2 &+-+2'(2%!-2 #UUZ9b*(bb 'O9L1O9b1H7bO9D91U9b _95ZW97b b U9D95Wb AH;JOF1Db*(bO9\A9]b 5JHUZDW1HWb 5JHUZDW1HWb LOJLJU1DUb 9_95ZW9b 5JHWO15Wbb 5JHWO15W b 2W1b5JDD95WAJHb JDD95Wb1H7b1H1D`a9b O1;Wb JHWO15WZ1Db b1H1D`UAUb 51HJL`b71W1bZUAH>b!#,b 51HJL`b U9O\A59Ub 1H7b9_AUWAH>b 1UU9UUF9HWb AH5DZ797 b AH\9HWJOA9UbWJbMZ1HWA;`b O9LJPWbb b 5J\9O1>9bA79HWA;`b>1LUb WJW1D b 1H7bF1LbLOAJOAW`b LD1HWAH)baJH9U b 'D1Hb 9\9DJLbUWO1W9>A5bLD1Hb O1;Wb-%'b JHWO15WZ1Db 79\9DJLF9HWb ]AW?b51HJL`b9_L1HUAJHb 79DA\9O97bb U9O\A59Ub W1O>9WUbOA>?WbWO99bOA>?Wb AH5DZ797 b LD159bLD1HWAH>b b UWO1W9>A9UbUWJOFb WJW1D b LO9L1O97H9UUb1H7b DJH>W9OFbF1AHW9H1H59b ;O1F9]JOB b .JOBU?JLb "JUWbb]JOBU?JLbb /JOBU?JLb JHWO15WZ1Db 7\AUJO`b3J1O7b D91O^1W9Ob5AWAa9Hb 1H7bF99WAH>b U9O\A59Ub JZH5ADbZL71W9b 17\AUJO`b3J1O7bbAW`b 1WW9H71H59b AH5DZ797 b LZ3DA5b JZH5ADbF99WAH>b1H7b ;997315Bb b 5JFFZHA51WAJHUb LZ3DAU?bZL71W9UbJHb 5JDD95W97b WJW1D b 5AW`UbUJ5A1DbF97A1b1H7b 1H7bUJ5A1Db ]93UAW9 b #H5JOLJO1W9b #HW9>O1W9b JHWO15WZ1Db ;997315Bbb LZ3DA5 UW1B9?JD79Ob U9O\A59Ub ;AH1DAa9bW?9bLD1Hb AHLZWb79DA\9Ob;AH1Db F97A1b 9H>1>9F9HWb F9WOA5Ub AH1DbLD1Hb 17JLW97 b AH5DZ797 b -b%b'b]AW?bL?1U97b b AFLD9F9HW1WAJHb WJW1D b OJ17F1Lb *(!2 !%2-!#2- 2-!/!-12&(20&("2-&22&%.-2 .-&$2 +.(*2 (Z1DA;A97b5JHUZDW1HWb ?AO97bWJbL9O<JOFb 51HJL`b1UU9UUF9HWb 1H7bLD1Hb 79\9DJLF9HW b AW`]A79b51HJL`b 31U9DAH9b9UW13DAU?97b LOAJOAW`bLD1HWAH>baJH9Ub A79HWA;A97 b 1HJL`bW1O>9Wb1H7b UWO1W9>A9Ub JL9O1WAJH1Db 9;;A5A9H5A9Ub1H7bDJH> W9OFbF1AHW9H1H59b UW1H71O7Ub 9UW13DAU?97 b #H5O91U97bO9UA79HWb 1]1O9H9UUb1H7bAHLZWb UWOJH>9Ob5JFFZHAW`b UZLLJOWb;JObZO31Hb ;JO9UWO` b 7JLW97bOJ17F1Lb >ZA7AH>b31D1H597b 51HJL`b9_L1HUAJHb O9UADA9H59b1H7b JL9O1WAJH1Db 9;;A5A9H5A9Ub15OJUUb D91O]1W9O b Docusign Envelope ID: DD4BAC58-E1AC-4E4F-B819-9A7E3CC4ABD2 Type t Docusign Envelope ID: DD4BAC58-E1AC-4E4F-B819-9A7E3CC4ABD2 Docusign Envelope ID: DD4BAC58-E1AC-4E4F-B819-9A7E3CC4ABD2 Florida Department of Agriculture and Consumer Services Division of Administration CERTIFICATION REGARDING LOBBYING; DEBARMENT, SUSPENSION AND OTHER RESPONSIBILITY MATTERS FOR EXPENDITURE OF FEDERAL FUNDS LOBBYING As required by 2 CFR 200, for persons entering into a contract, grant or cooperative agreement over $100,000 involving the expenditure of Federal funds, the undersigned certifies for itself and its principals that: (a)No Federal appropriated funds have been paid or will be paid, by or on behalf of the undersigned, to any person for influencing or attempting to influence an officer or employee of any agency, a Member of Congress, an officer or employee of Congress, or an employee of a Member of Congress in connection with the making of any Federal grant, the entering into of any cooperative agreement, and the extension, continuation, renewal, amendment, or modification of any Federal grant or cooperative agreement; (b)If any funds other than Federal appropriated funds have been paid or will be paid to any person for influencing or attempting to influence an officer or employee of any agency, a Member of Congress, an officer or employee of Congress or an employee of a Member of Congress, in connection with this Federal grant or cooperative agreement, the undersigned shall complete and submit Standard Form - LLL, “Disclosure Form to Report Lobbying,’ in accordance with its instructions; and (c)The undersigned shall require that the language of this certification be included in the award documents for all subawards at all tiers (including subgrants, contracts under grants and cooperative agreements, and subcontracts) and that all subrecipients shall certify and disclose accordingly. This certification is a material representation of fact upon which reliance was placed when this transaction was made or entered into. Submission of this certification is a prerequisite for making or entering into this transaction imposed by section 1352, title 31, U.S. Code. Any person who fails to file the required certification shall be subject to a civil penalty of not less than $10,000 and not more than $100,000 for each such failure. _____________________________________________________ ____________________________________________________ PRINTED NAME/TITLE OF REPRESENTATIVE CONTRACT / PURCHASE ORDER NUMBER _______________________________________________ SIGNATURE OF REPRESENTATIVE / DATE DEBARMENT, SUSPENSION AND OTHER RESPONSIBILITY MATTERS As required by 2 CFR 200, for persons entering into a contract, grant or cooperative agreement over $25,000 involving the expenditure of Federal funds, the undersigned certifies for itself and its principals that: (a)Are not presently debarred, suspended, proposed for debarment, declared ineligible, or voluntarily excluded from covered transactions by any Federal department or agency; (b)Have not within a three-year period preceding this application been convicted of or had a civil judgment rendered against them for commission of fraud or a criminal offense in connection with obtaining, attempting to obtain, or performing a public (Federal, State, or local) transaction or contract under a public transaction; violation of Federal or State antitrust statutes or commission of embezzlement, theft, forgery, bribery, falsification or destruction of records, making false statements, or receiving stolen property; (c)Are not presently indicted for or otherwise criminally or civilly charged by a Government entity (Federal, State, or local) with commission of any offenses enumerated in paragraph (b) of this certification; and (d)Have not within a three-year period preceding this application had one or more public transaction (Federal, State, or local) terminated for cause or default; and Where the applicant is unable to certify to any of the statements in this certification, he or she shall attach an explanation to this application. _____________________________________________________ ___________________________________________________ PRINTED NAME/TITLE OF REPRESENTATIVE CONTRACT / PURCHASE ORDER NUMBER _______________________________________________ SIGNATURE OF REPRESENTATIVE / DATE FDACS-01522 Rev. 01/21 WILTON SIMPSON COMMISSIONER FDACS# 33510 FDACS# 33510 Docusign Envelope ID: DD4BAC58-E1AC-4E4F-B819-9A7E3CC4ABD2 CASSIE CORDOVA CASSIE CORDOVA Certificate Of Completion Envelope Id: DD4BAC58-E1AC-4E4F-B819-9A7E3CC4ABD2 Status: Sent Subject: Please DocuSign: FDACS CONTRACT# 33510 CITY OF CLEARWATER Source Envelope: Document Pages: 20 Signatures: 1 Envelope Originator: Certificate Pages: 5 Initials: 0 Joseph Duncan AutoNav: Enabled EnvelopeId Stamping: Enabled Time Zone: (UTC-05:00) Eastern Time (US & Canada) 407 South Calhoun Street Mayo Building, SB-8 Tallahassee, FL 32399-0800 Joseph.Duncan@fdacs.gov IP Address: 164.51.45.242 Record Tracking Status: Original March 10, 2026 | 13:09 Holder: Joseph Duncan Joseph.Duncan@fdacs.gov Location: DocuSign Security Appliance Status: Connected Pool: StateLocal Storage Appliance Status: Connected Pool: Florida Department of Agriculture and Consumer Services Location: Docusign Signer Events Signature Timestamp Joey B. Hicks joey.hicks@fdacs.gov Director of Administration Director of Administration Security Level: Email, Account Authentication (None) Signature Adoption: Pre-selected Style Using IP Address: 164.51.45.242 Sent: March 10, 2026 | 13:12 Viewed: March 10, 2026 | 14:21 Signed: March 10, 2026 | 14:21 Electronic Record and Signature Disclosure: Not Offered via Docusign CASSIE CORDOVA CASSIE.CORDOVA@MYCLEARWATER.COM Security Level: Email, Account Authentication (None) Sent: March 10, 2026 | 14:21 Viewed: March 11, 2026 | 10:54 Electronic Record and Signature Disclosure: Accepted: March 11, 2026 | 10:54 ID: 0346d027-c90a-48a6-9435-2d1460a61786 In Person Signer Events Signature Timestamp Editor Delivery Events Status Timestamp Agent Delivery Events Status Timestamp Intermediary Delivery Events Status Timestamp Certified Delivery Events Status Timestamp Carbon Copy Events Status Timestamp Todd Little Todd.Little@fdacs.gov Security Level: Email, Account Authentication (None) Sent: March 10, 2026 | 14:21 Electronic Record and Signature Disclosure: Not Offered via Docusign Carbon Copy Events Status Timestamp CONTRACTS Contracts@fdacs.gov Security Level: Email, Account Authentication (None) Electronic Record and Signature Disclosure: Accepted: April 19, 2022 | 10:10 ID: 5695f407-15b9-4d70-aded-c5e1c7791665 Witness Events Signature Timestamp Notary Events Signature Timestamp Envelope Summary Events Status Timestamps Envelope Sent Hashed/Encrypted March 10, 2026 | 13:12 Certified Delivered Security Checked March 11, 2026 | 10:54 Payment Events Status Timestamps Electronic Record and Signature Disclosure ELECTRONIC RECORD AND SIGNATURE DISCLOSURE From time to time, Crahsoft OBO Florida Department of Agriculture and Consumer Services (we, us or Company) may be required by law to provide to you certain written notices or disclosures. 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By selecting the check-box next to ‘I agree to use electronic records and signatures’, you confirm that:  You can access and read this Electronic Record and Signature Disclosure; and  You can print on paper this Electronic Record and Signature Disclosure, or save or send this Electronic Record and Disclosure to a location where you can print it, for future reference and access; and  Until or unless you notify Crahsoft OBO Florida Department of Agriculture and Consumer Services as described above, you consent to receive exclusively through electronic means all notices, disclosures, authorizations, acknowledgements, and other documents that are required to be provided or made available to you by Crahsoft OBO Florida Department of Agriculture and Consumer Services during the course of your relationship with Crahsoft OBO Florida Department of Agriculture and Consumer Services. Cover Memo City of Clearwater Main Library - Council Chambers 100 N. Osceola Avenue Clearwater, FL 33755 File Number: 9888-26 Agenda Date: 4/20/2026 Status: Agenda ReadyVersion: 1 File Type: OrdinanceIn Control: Public Works Agenda Number: 4.4 SUBJECT/RECOMMENDATION: Approve an ordinance of the City of Clearwater, Florida, vacating city right of way, alley, drainage and utility easements as more particularly described and recorded in the Bay View City Subdivision Plat Book 9, Page 43 and the abutting Bayview Terrace Subdivision as recorded in Plat Book 12, Page 63 of the Public Records of Pinellas County; providing severance; providing an effective date, and pass Ordinance 9888-26 on first reading. SUMMARY: The applicant has submitted the proposed vacation request in support of the redevelopment of the abutting parcels under their ownership. The area to be vacated includes improved and unimproved portions of right of way including Tennessee Avenue Blocks 3 & 6, the unimproved adjacent portion of Bay Street Blocks 6 & 7, the non-named unimproved 16’ foot Alley in Block 6, as well as an improved portion of Carolina Avenue, and a drainage and utility easement. The aforementioned improved portions of right of way are not constructed to city standards, and the City has not performed or incurred any significant maintenance expenses over these substandard roads. The platted road system of Bay View City Subdivision was never constructed as indicated on the plat, and the City has previously vacated other right of way easements in this area to reflect the actual development conditions. The proposed vacation includes the condition that easements be conveyed to cover any utilities as necessary upon reconfiguration of the land. Public Works staff has reviewed the request and recommends approval. APPROPRIATION CODE AND AMOUNT: N/A USE OF RESERVE FUNDS: N/A STRATEGIC PRIORITY: 1.High Performing Government: Embrace a culture of innovation that drives continuous improvement and successfully serves all our customers. Page 1 City of Clearwater Printed on 4/14/2026 ! ! ! ! ! ! ! ! !!! ! ! ! ! !! ! ! ! ! ! ! ! ! ! ! ! ! ! ! ! !!!SBAYVI EWAVEMEADOW LARK LNGULFTOBAYBLVD S McMULLEN BOOTH RDBAY STTENNESSEE AVE CAROLINAAVE KENTUCKY AVE 3070303630403060307 3085224 3021301432330182013000225 304030092999301730963016309 30003004227 3006200 400 150 3035300630163095300730133001Document Path: C:\Users\kevin.flynn\City of Clearwater\Engineering Geographic Technology - Documents\GIS\Engineering\Location Maps\Audemars_Piquet_GTB_Vac\Audemars_Piguet_GTB_Vac.aprx Prepared by:Department of Public Works - EngineeringGeographic Technology Division100 S. Myrtle Ave, Clearwater, FL 33756Ph: (727)562-4750, Fax: (727)526-4755www.MyClearwater.com Page: 1 of 1 VAC2026-05 Audemar's Piguet (North America) Gulf-to-Bay Blvd Vacation ² N.T.S.Scale:CRMMap Gen By:RKReviewed By:3/26/2026Date: AERIAL MAP EXHIBIT A Aerial Flown 2025 EXHIBIT B EXHIBIT E EXHIBIT D EXHIBIT C Legend Vacations ! ! ! ! ! ! ! ! !!! ! ! ! ! !! ! ! ! ! ! ! ! ! ! ! ! ! ! ! ! !!!SBAYVI EWAVEMEADOW LARK LNGULFTOBAYBLVD S McMULLEN BOOTH RDBAY STTENNESSEE AVE CAROLINAAVE KENTUCKY AVE 3070303630403060307 3085224 3021301432330182013000225 304030092999301730963016309 30003004227 3006200 400 150 3035300630163095300730133001Document Path: C:\Users\kevin.flynn\City of Clearwater\Engineering Geographic Technology - Documents\GIS\Engineering\Location Maps\Audemars_Piquet_GTB_Vac\Audemars_Piguet_GTB_Vac.aprx Prepared by:Department of Public Works - EngineeringGeographic Technology Division100 S. Myrtle Ave, Clearwater, FL 33756Ph: (727)562-4750, Fax: (727)526-4755www.MyClearwater.com Page: 1 of 1 VAC2026-05 Audemar's Piguet (North America) Gulf-to-Bay Blvd Vacation ² N.T.S.Scale:CRMMap Gen By:RKReviewed By:3/26/2026Date: AERIAL MAP EXHIBIT A Aerial Flown 2025 EXHIBIT B EXHIBIT E EXHIBIT D EXHIBIT C Legend Vacations Project Parcels 1 Ordinance No. 9888-26 ORDINANCE NO. 9888-26 AN ORDINANCE OF THE CITY OF CLEARWATER, FLORIDA, VACATING CITY RIGHT OF WAY, ALLEY, DRAINAGE AND UTILITY EASEMENTS AS MORE PARTICULARLY DESCRIBED HEREIN AND RECORDED IN THE BAY VIEW CITY SUBDIVISION PLAT BOOK 9, PAGE 43 AND THE ABUTTING BAYVIEW TERRACE SUBDIVISION RECORDED IN PLAT BOOK 12, PAGE 63 OF THE PUBLIC RECORDS OF PINELLAS COUNTY; PROVIDING SEVERANCE; PROVIDING AN EFFECTIVE DATE. WHEREAS, Audemars Piguet (North America) Incorporated (the “Applicant”) has submitted an application to vacate certain easement interests that encumber their property (the “Easements”), and which are held by the City of Clearwater (the “City”); and WHEREAS, Said Easements for right of way are not in use by the City, and contain no substantial improvements; nor have any substantial maintenance expenses incurred; and WHEREAS, the City Council finds that said Easements, as more particularly described herein and shown on Exhibits “A”, “B”, “C”, “D”, and “E” are no longer necessary for municipal use, and it is deemed to be in the best interest of the City, and the General Public that the same be vacated; and, BE IT ORDAINED BY THE CITY COUNCIL OF THE CITY OF CLEARWATER, FLORIDA: Section 1. The portions of right of way, alley, and drainage and utility easements are more particularly described in the attached sketches as follows: See Exhibits “A”, “B”, “C”, “D”, “E”. Said Easements are hereby vacated, closed, and abandoned, and the City of Clearwater hereby releases all rights, title, and interest thereto. Section 2. As a condition of this Vacation, the Applicant shall execute and return to the City within Thirty (30) calendar days of request, any new easements as necessary to accommodate new or existing utilities. Section 3. The City Clerk shall record this Ordinance in the Public Records of Pinellas County, Florida, following adoption. Section 4. This Ordinance shall be severable should any section, paragraph or provision hereof be declared by the courts to be unconstitutional or invalid, and such holdings shall not affect the remaining validity of this Ordinance as a whole or any part thereof. 2 Ordinance No. 9888-26 Section 5. This Ordinance shall take effect immediately upon adoption and shall remain in effect unless otherwise rescinded for failing to meet the conditions described herein. PASSED ON FIRST READING ________________________________ PASSED ON SECOND AND FINAL READING AND ADOPTED ________________________________ ________________________________ Bruce Rector Mayor Approved as to form: Attest: ________________________________ ________________________________ Jerrod Simpson Rosemarie Call Senior Assistant City Attorney City Clerk Exhibit "A"Exhibit "A" Exhibit "A"Exhibit "A" Exhibit "B"Exhibit "B" Exhibit "B"Exhibit "B" Exhibit "C"Exhibit "C" Exhibit "C"Exhibit "C" Exhibit "D"Exhibit "D" Exhibit "D"Exhibit "D" Exhibit "E"Exhibit "E" Exhibit "E"Exhibit "E" 6e S This instrument Prepared By: Jerrod D. Simpson, Esq. City of Clearwater City Attorney's Office 600 Cleveland Street, Suite 600 Clearwater, FL 33755 Parcel no. 03-29-15-36666-001-0130 Recording Data Above DRAINAGE EASEMENT The undersigned, Emmaline R. Little Bowers, a single individual, whose principal address is 1202 Vista Way, Clearwater, FL 33755 ("Grantor"), for and in consideration of the sum of Twenty Eight Thousand One Hundred Sixty Dollars ($28,160.00) and other good and valuable consideration, the receipt of which is hereby acknowledged, does hereby grant, bargain, sell and convey unto the CITY OF CLEARWATER, FLORIDA, a municipal corporation organized and existing under the laws of the State of Florida, whose address is 600 Cleveland St., Suite 600, Clearwater, Florida 33755 the "City"), and its successors and assigns, a perpetual and irrevocable drainage easement upon the following -described lands (the "Easement Area") located in Pinellas County, Florida: See Exhibit "A" attached This Drainage Easement grants to the City the right to access, construct, maintain, repair, and replace drainage and/or other stormwater facilities for use by the City, but in no way does this Easement convey the fee simple title to the Property or the Easement Area. This Easement is only for the uses and purposes stated herein. In the event the City abandons the use of this Easement for the stated purposes, all right, title and interest granted herein shall automatically and immediately revert to the Grantor or the Grantor's successors in title, without the Grantor being required to take such other action. Grantor warrants ownership of fee simple title to the Property, and that Grantor has full right and lawful authority to grant and convey this Easement to the City. Further, Grantor guarantees the non-exclusive, quiet and peaceful use and enjoyment of this Easement, to the extent that no trees or structures, other than fencing, shall be allowed. Additionally, no excavation or activities that may endanger or interfere with the drainage system shall be allowed. The City covenants and agrees that it shall promptly restore the Easement Area and any affected areas surrounding the Easement Area upon completion of any work activities undertaken in the exercise of these rights to at least the same quality of condition that existed as of the date Grantee first exercised any of its rights hereunder, and on each and every succeeding occasion thereafter. Grantee further represents and warrants that it shall diligently pursue the completion of all work activities in a timely manner. The Grantee shall indemnify, defend, save and hold Grantor harmless from any and all liabilities, Toss, damages, or claims for injury to persons or property of any nature arising out of, because of, or related to the occupancy, use and/or maintenance of the Easement, by the Grantee, its contractors, employees, agents, lessees, sub -lessees and guests. b GRANTEE acknowledges that said easement parcel is not within the borders of the City of p Clearwater, rather that it lies in unincorporated Pinellas County, and upon completion of the Project 0\IP Page 1 of 2 () and/or expiration of the Temporary Construction Easement, which shall be recorded concurrently herewith, GRANTEE agrees and covenants that any future code and/or permitting or similar issues undertaken by GRANTOR, their successors and assigns, shall remain under and deferred to the jurisdiction of Pinellas County, unless upon lawful annexation into the City of Clearwater. IN WITNESS WHEREOF, Grantor has hereunto set its hand and seal this day of 2026. Signed, sealed, and delivered in the presence of : Witness Signature Grantor's Signature Print Witness Name & Address Print Grantor's Name Witness Signature Print Witness Name & Address STATE OF FLORIDA - COUNTY OF PINELLAS The foregoing instrument was acknowledged before me by means of 0 physical presence or 0 online notarization, this day of , 2026, by to me personally known or who has/have produced a driver's license as identification. Notary Seal] Notary Public Print Name of Notary Above) Commission No.: My Commission expires: Page 2 of 2 Exhibit "A" PARCEL 800B SKETCH OF DESCRIPTION DRAINAGE EASEMENT LEGAL DESCRIPTION PARCEL 800B ALL THAT LOT, PIECE OR PARCEL OF LAND SITUATE, LYING AND BEING 1N SECTION 3, TOWNSHIP 29 SOUTH. RANGE 15 EAST, PINELLAS COUNTY, FLORIDA, BEING A PORTION OF LOT 13 IN BLOCK A OF "HARBOR VISTA," ACCORDING TO THE PLAT THEREOF, AS RECORDED MAY 18, 1926 IN PLAT BOOK 18 AT PAGE 41 OF THE PUBLIC RECORDS OF PINELLAS COUNTY, FLORIDA, THE SAME BEING MORE PARTICULARLY DESCRIBED BY METES AND BOUNDS A5 FOLLOWS. VIZ COMMENCE AT THE CENTER OF SAW SECTION 3: THENCE S00'0626'E ALONG THE WEST LINE OF THE SOUTHEAST 1/4 OF SAW SECTION 3 FOR 664.17 FEET; THENCE DEPARTING SAID WEST LINE, RUN N89"5334"E AT RIGHT ANGLES 70 THE LAST DESCRIBED COURSE FOR 30.00 FEET TO .4 POINT OF INTERSECTION WITH THE EAST RIGHT-OF-WAY L1NE OF DOUGLAS AVENUE. ALSO BEING AT THE NORTHWEST CORNER OF AFORESAID LOT 13, SAID CORNER BEING THE POINT OF BEGINNING: THENCE N68'30'24"E ALONG THE NORTH LINE OF LOT 13 FOR 71.12 FEET: THENCE DEPARTING SAID NORTH LINE, RUN 531"52'09"W FOR 33.51 FEET: THENCE 568'30'24"W FOR 52.06 FEET TO A POINT OF INTERSECTION WITH SAID EAST RIGHT-OF-WAY LINE OF DOUGLAS AVENUE AND THE WEST LINE OF LOT 13: THENCE N00'06'26'•W ALONG SAID EAST RIGHT-OF-WAY LINE OF DOUGLAS AVENUE AND THE WEST LINE OF LOT 13 FOR 21.48 FEET TO THE POINT OF BEGINNING. SAID PARCEL CONTAINS. 1.232 SQUARE FEET. MORE OR LESS. This document consists of three 31 sheets and shell not be considered full. valid. and complete unless each sheet is attached to the other: THIS IS NOT A SURVEY OAtkinsR®alis 482 South Keller Road, Suite 300 Orlando. Florida. 32810-6101 Tel : (4071647-7275 Certificate No. LB 24 Digitally signed by Jack V Carper DN: C.O.S. O=Florida. dri0ual8ter= Jack VA6,At6DgW001e709DAC38,1 0004AOe00000 Jack V Carper Reason: I am the author of this document Carpe.rr5.03.1 0. Foxit PDF Editor Version: 13.1.4 J. Vance Carper Jr. Professional Surveyor and Mapper Florida Certificate No, 3598 NOt -QM prrhWt otr ObIMsavcrurEnr4r;o.m. ItakSf0 .1,146 Date• 03/07/2025 Scale- N/A Job No. 100062887 F.B.' WA Dralvn By: C1,, VS Ckd. By: A5. NC Sheet t of 3 Exhibit "A" PARCEL 800B SKETCH OF DESCRIPTION DRAINAGE EASEMENT NOTES: THE LEGAL DESCRIPTION WAS GENERATED BASED ON THE FOLLOWING DATA: 1. THE RECORDED PLAT OF "HARBOR VISTA,'ACCORDING TO THE PLAT THEREOF, AS RECORDED MAY 18, 1926 1N PLAT BOOK 18 AT PAGE 41 OF THE PUBLIC RECORDS OF PINELLAS COUNTY, FLORIDA, 2. BEARINGS A5 SHOWN HEREON ARE BASED ON A CALCULATED BEARING OF 500°06'26"E ALONG THE WEST LINE OF THE SOUTHEAST 1/4 OF SAID SECTION 3, TOWNSHIP 29 SOUTH, RANGE 15 EAST. 3. LETTER OF PROCEDURAL APPROVAL ISSUED JULY 23, 2020 BY THE FLORIDA DEPARTMENT OF ENVIRONMENTAL PROTECTION, BUREAU OF SURVEY AND MAPPING, ESTABLISHING THE MEAN HIGH-WATER LINE AT ELEVATION +1.22 FEET BASED ON THE NORTH AMERICAN VERTICAL DATUM OF 1988, 4. DATA ACQUIRED FROM THE PINELLAS COUNTY PROPERTY APPRAISER'S OFFICE FOR THE 2024 TAX YEAR. (FOR REFERENCE ONLY) 5. SINCE N0 OTHER INFORMATION OTHER THAN WHAT 1S CITED IN THE SOURCES OF DATA WERE FURNISHED, THE CLIENT 15 HEREBY ADVISED THAT THERE MAY BE LEGAL RESTRICTIONS ON THE SUBJECT PROPERTY THAT ARE NOT SHOWN ON THE MAP OR CONTAINED WITHIN THIS REPORT THAT MAY BE FOUND IN THE PUBLIC RECORDS OF PINELLAS COUNTY, OR THE RECORDS OF ANY OTHER PUBLIC AND PRIVATE ENTITIES AS THEIR JURISDICTIONS MAY APPEAR. 6. THIS "SKETCH OF DESCRIPTION" DOES NOT REPRESENT A FIELD BOUNDARY SURVEY. NO FIELD SURVEY WORK WAS PERFORMED IN CONNECTION WITH SAME. LEGEND: POB = POINT OF BEGINNING POC = POINT OF COMMENCEMENT O.R. = OFFICIAL RECORD BOOK P.H. = PLAT BOOK PG.. = PAGE C) = PER CALCULATION P) = PER PLAT MHW = MEAN HIGH WATER ELEV = ELEVATION This document consists at three 13) sheetsand shall not be considered full. valid. and Complete unless each sheet is attached to the other. THIS IS NOT A SURVEY CrAtkinsRealis 482 South Keller Road. Suite 300 Orlando, Florida 32810•.6101 Tel : (407)647.7275 Certificate No. LB 24 Date: Scale. 03/07/2025 N/A Job No F8. Drawn By. Ckd By. Sheet 100062887 N/A CM, VS AS. NC 2 of 3 Exhibit "A" 1 PARCEL 8008 SKETCH OF DESCRIPTION DRAINAGE EASEMENT LINE TABLE ' LINE BEAR1A10 DISTANCE LI N68 30 24'"E 71 12 1.2 S3P 52 0911 33 5) , 1.3 558 30' 2418 5208 ' La NOCr 06 26"W 21 48 THIS 15IS NOT A SURVEY CrAtkinsRealis Si.;11ie Orlanclo. Florida 32010-8101 Tel (407)647.7275 17ertific3te No, LB 23 CENTER OF SECTION 3 MP. 295. RGE. 15E (Cl NW C 664.1r50(70626T 0 15 30 1 NORTH LINE. LOT 13 PARCEL 8008 FINER WT 13 aaRIGHTOFWAYIPJ LOTS 13 & 14 BLOCK A 3"HARBOR VISTA" This document consists of three 3) sheets end shall not be considered full, valid. and complete unless each sheet ,5 atteched to the other P.8. 18. PG: 41) TAX PARCEL ID: 03-29-15-36666-001-0130) Date: Scale - 0.1/07/2015 lob Nu: F 6 • Drawn By. Ckd By: Sive' 100062887 NIA Cu. vs 85. 181. 3 0.t 3 This instrument prepared by: Jerrod D. Simpson, Esq. City Attorney's Office City of Clearwater 600 Cleveland Avenue Clearwater, Florida 33755 Parcel No. 03-29-15-36666-001-0130 TEMPORARY CONSTRUCTION EASEMENT THIS EASEMENT is made this _ day of , 2026, between Emmaline R Little Bowers, a single woman, whose principal address is 1202 Vista Way, Clearwater, FL 33755 ("Grantor") hereinafter called the "Grantor," and the CITY OF CLEARWATER, FLFORIDA, a Florida municipal corporation, whose mailing address is 600 Cleveland St., Clearwater, Florida 33770, hereinafter called the "Grantee". The Parties agree that the Grantor, for and in consideration of the sum of Two Thousand Six Hundred Forty Dollars ($2,640,00) and other good and valuable consideration, the receipt of which is hereby acknowledged, hereby grants unto the Grantee a Temporary Construction Easement to enter upon that portion of lands Easement Area") described as follows: See Exhibit "A" attached This Temporary Construction Easement shall be for the purpose of facilitating the construction and installation of Drainage Facilities ("Improvements") to be undertaken by the Grantee or the Grantee's employees, agents, contractors, and subcontractors and shall be subject to the following limitations: a) Grantee shall have the right of ingress and egress to enter upon the Easement Area for the purpose of exercising the rights contained herein, including the right to cut and temporarily remove fences, walls, or other obstructions, provided that the Grantee shall replace and return said objects to their former condition; b) Grantee shall have the right to operate vehicles and place equipment within the Easement Area, but cannot park said vehicles or store equipment overnight without Grantor's express written permission; c) Grantee shall not obstruct Grantor's access to adjacent lands during the temporary construction period; d) Upon completion of the Project or upon expiration of this Easement, Grantee shall return the Easement Area to a state that is equal to or better than the former condition. Page 1 of 3 The Grantee shall indemnify, defend, save and hold Grantor harmless from any and all liabilities, loss, damages, or claims for injury to persons or property of any nature arising out of, because of, or related to the occupancy, use and/or maintenance of the Easement, by the Grantee, its contractors, employees, agents, lessees, sub -lessees and g uests. This Temporary Construction Easement shall expire without further action by either party, upon the final inspection and approval of the Improvements by the appropriate authority or 270 days from the date of recording, unless otherwise extended by the Parties. IN WITNESS WHEREOF, Grantor has hereunto set its hand and seal this day of , 2026. Signed, sealed, and delivered in the presence of: Witness Signature Print Witness Name & Address Print Grantor's Name Witness Signature Print Witness Name & Address STATE OF FLORIDA COUNTY OF PINELLAS Grantor's Signature The foregoing instrument was acknowledged before me by means of physical presence or online notarization, this day of , 2026, by to me personally known or who has/have produced a driver's license as identification. WITNESS my hand and official seal in the County and State last aforesaid this day of 2026. Notary Public Seal) Print Name of Notary Above) Commission No.: My Commission expires Page 2 of 3 This instrument prepared by: Jerrod D. Simpson, Esq. City Attorney's Office City of Clearwater 600 Cleveland Avenue Clearwater, Florida 33755 Parcel No. 03-29-15-36666-001-0130 TEMPORARY CONSTRUCTION EASEMENT THIS EASEMENT is made this _ day of , 2026, between Emmaline R Little Bowers, a single woman, whose principal address is 1202 Vista Way, Clearwater, FL 33755 ("Grantor") hereinafter called the "Grantor," and the CITY OF CLEARWATER, FLFORIDA, a Florida municipal corporation, whose mailing address is 600 Cleveland St., Clearwater, Florida 33770, hereinafter called the "Grantee". The Parties agree that the Grantor, for and in consideration of the sum of Two Thousand Six Hundred Forty Dollars ($2,640,00) and other good and valuable consideration, the receipt of which is hereby acknowledged, hereby grants unto the Grantee a Temporary Construction Easement to enter upon that portion of lands Easement Area") described as follows: See Exhibit "A" attached This Temporary Construction Easement shall be for the purpose of facilitating the construction and installation of Drainage Facilities ("Improvements") to be undertaken by the Grantee or the Grantee's employees, agents, contractors, and subcontractors and shall be subject to the following limitations: a) Grantee shall have the right of ingress and egress to enter upon the Easement Area for the purpose of exercising the rights contained herein, including the right to cut and temporarily remove fences, walls, or other obstructions, provided that the Grantee shall replace and return said objects to their former condition; b) Grantee shall have the right to operate vehicles and place equipment within the Easement Area, but cannot park said vehicles or store equipment overnight without Grantor's express written permission; c) Grantee shall not obstruct Grantor's access to adjacent lands during the temporary construction period; d) Upon completion of the Project or upon expiration of this Easement, Grantee shall return the Easement Area to a state that is equal to or better than the former condition. Page 1 of3 The Grantee shall indemnify, defend, save and hold Grantor harmless from any and all liabilities, loss, damages, or claims for injury to persons or property of any nature arising out of, because of, or related to the occupancy, use and/or maintenance of the Easement, by the Grantee, its contractors, employees, agents, lessees, sub -lessees and guests. This Temporary Construction Easement shall expire without further action by either party, upon the final inspection and approval of the Improvements by the appropriate authority or 270 days from the date of recording, unless otherwise extended by the Parties. IN WITNESS WHEREOF, Grantor has hereunto set its hand and seal this day of , 2026. Signed, sealed, and delivered in the presence of: Witness Signature Print Witness Name & Address Print Grantor's Name Witness Signature Print Witness Name & Address STATE OF FLORIDA COUNTY OF PINELLAS Grantor's Signature The foregoing instrument was acknowledged before me by means of 0 physical presence or 0 online notarization, this day of , 2026, by to me personally known or who has/have produced a driver's license as identification. WITNESS my hand and official seal in the County and State last aforesaid this day of 2026. Notary Public Seal) Print Name of Notary Above) Commission No.: My Commission expires Page 2 of 3 1 a K Exhibit "A" PARCEL 7008 SKETCH OF DESCRIPTION TEMPORARY CONSTRUCTION EASEMENT LEGAL DESCRIPTION: PARCEL 7008 ALL THAT LOT. PIECE OR PARCEL OF LAND SITUATE, LYING AND BEING 1N SECTION 3. TOWNSHIP 29 SOUTH. RANGE 15 EAST, PINELLAS COUNTY. FLORIDA, BEING A PORTION OF LOTS 13 AND 14 IN BLOCK A OF "HARBOR VISTA," ACCORDING TO THE PLAT THEREOF. .45 RECORDED MAY 18, 1926 1N PLAT 800K 18 AT PAGE 41 OF THE PUBLIC RECORDS OF PINELLAS COUNTY, FLORIDA, THE SAME BEING MORE PARTICULARLY DESCRIBED 8Y METES AND BOUNDS AS FOLLOWS. VIZ : COMMENCE AT THE CENTER OF SAID SECTION 3; THENCE S00'06'26"E ALONG THE WEST LINE OF THE SOUTHEAST 1/4 OF SAID SECTION 3 FOR 664.17 FEET; THENCE DEPARTING SAID WEST LINE RUN N89'5334"E AT RIGHT ANGLES TO THE LAST DESCRIBED COURSE FOR 30.00 FEET TO .4 POINT OF INTERSECTION WITH THE EAST LINE OF THE RIGHT OF WAY FOR DOUGLAS AVENUE, ALSO BEING AT THE WEST LINE OF AFORESAID LOT 13. THENCE 500"0626"E ALONG SAID EAST LINE AND ALONG THE SAID WEST LINE OF BLOCK A FOR 21.48 FEET TO THE POINT OF BEGINNING OF THE HEREINAFTER DESCRIBED PARCEL OF LAND: THENCE DEPARTING SAID EAST LINE, RUN N 68'3024"E FOR 10.74 FEET TO A POINT ON A LINE 10.00 FEET EAST OF AND PARALLEL WITH SAID EAST Ll1JE; THENCE S00'06'26"E ALONG SAID PARALLEL LINE FOR 52.18 FEET; THENCE 589'53341// FOR 10.00 FEET TO A POINT ON AFORESAID EAST RIGHT-OF-WAY LINE OF DOUGLAS AVENUE AND THE AFORESAID WEST LINE OF BLOCK A; THENCE N00"06.261W ALONG 5410 EAST RIGHT-OF-WAY LINE OF DOUGLAS AVENUE AND THE WEST LINE OF BLOCK A FOR 48.27 FEET TO THE POINT OF BEGINNING. SAID PARCEL CONTAINS 502 SQUARE FEET, MORE OR LESS. Digitally signed by Jack V Carper.;, DN: C=U3, O=Florida, This document consists of three dnChlafl8er=•. V 13.1sheets end3Jlell riot be r! A01410D0000018709DAC369 considered full, valid, and OOOaA09F; Maack VCarper complete unless each sheet is Reason: I writhe author of this attached to the other. document THIS IS NOT A SURVEY CrAtkinsRealis 482 South Keller Road. Suite 300 Orlando. Florida 32810-6101 Tel : (4071647.7275 Certificate No. LB 24 oarpe.r:5.11 o4'olY ; Foxit PDF Editor Version: 13.1.4 J. Vance Carper Jr. Professional Surveyor and Mapper Florida Certificate No. 3598 s.'r v4(rn tri,. ur ,Nf PIRA! StalAmsr Lr a to le.ENSPP SVNV[rOM .hD :s0 HAPPfn Date • Scale: 03/07/2025 N/A Job No • F B • Drawn By• Ckd By• Sheet 100062887 N/A CN, VS AS. NC 1 of 3 Exhibit "A" g PARCEL 7006 SKETCH OF DESCRIPTION TEMPORARY CONSTRUCTION EASEMENT NOTES: THE LEGAL DESCRIPTION WAS GENERATED BASED ON THE FOLLOWING DATA: I. THE RECORDED PLAT OF "HARBOR VISTA,"ACCORDING TO THE PLAT THEREOF, A5 RECORDED 144Y 18, 1926 IN PLAT BOOK 18 AT PAGE 41 OF THE PUBLIC RECORDS OF PINELLAS COUNTY. FLORIDA, 2. BEARINGS AS SHOWN HEREON ARE BASED ON A CALCULATED BEARING OF 500'06'16"E ALONG THE WEST LINE OF THE SOUTHEAST 114 OF 5410 SECTION 3, TOWNSHIP 29 SOUTH, RANGE 15 EAST. 3. LETTER OF PROCEDURAL APPROVAL ISSUED JULY 23, 2020 8Y THE FLORIDA DEPARTMENT OF ENVIRONMENTAL PROTECTION, BUREAU OF SURVEY AND MAPPING, ESTABLISHING THE MEAN HIGH-WATER LINE AT ELEVATION 4-1.22 FEET BASED ON THE NORTH AMERICAN VERTICAL DATUM OF 1988. 4. DATA ACOU!RED FROM THE PINELLAS COUNTY PROPERTY APPRAISER'S OFFICE FOR THE 2024 TAN YEAR. (FOR REFERENCE ONLY) 5. SINCE NO OTHER INFORMATION OTHER THAN WHAT IS CITED IN THE SOURCES OF DATA WERE FURNISHED, THE CLIENT 15 HEREBY ADVISED THAT THERE MAY BE LEGAL RESTRICTIONS ON THE SUBJECT PROPERTY THAT ARE NOT SHOWN ON THE MAP OR CONTAINED WITHIN THIS REPORT THAT MAY BE FOUND IN THE PUBLIC RECORDS OF PINELLAS COUNTY, OR THE RECORDS OF ANY OTHER PUBLIC AND PRIVATE ENTITIES AS THEIR JURISDICTIONS MAY APPEAR. 6. THIS "SKETCH OF DESCRIPTION"DOES NOT REPRESENT A FIELD BOUNDARY SURVEY. NO FIELD. SURVEY WORK WAS PERFORMED IN CONNECTION WITH SAME LEGEND: POB = POINT OF BEGINNING POC = POINT OF COMMENCEMENT O.R. = OFFICIAL RECORD BOOK P.B. = PLAT BOOK PG. = PAGE C) = PER CALCULATION P1 = PER PLAT MHW = MEAN HIGH WATER ELEV = ELEVATION This document consists of three l3Lsheets_andsha ILnetbe_ considered full. valid. and complete unless each sheet is attached to the other. THIS IS NOT A SURVEY AtkinsRoalis 482 South Keller Road. Suite 300 Orlando. Florida 32810-6101 Tel : (4071647.7275 Certificate No. 18 24 Date: Scale. Job No • F8• 03/0712025 N/A 100062887 N/A Drawn By• Ckd. By: Sheet CH, VS AS. NC 2 of 3 Exhibit "A" 2 PARCEL 700B SKETCH OF DESCRIPTION TEMPORARY CONSTRUCTION EASEMENT UNE TABLE LINE BEARING DISTANCE 11 800' 06' 26"E 21.48 L2 N68' 30. 24"E 10.74 L3 500' 06' 26"E 52.18 L4 589' 53' 34'W 10.00 L5 N00' 06' 26"VI 48.27 FIR T riOrr JON 1 ;) r 2C,!16- CENTER OF SECTION 3 TWP. 295, RGE. 15E (C) THIS IS NOT A SURVEY CrAtkinsRealis 482 South Keller Road. Suite 300 Orlando. Florida 32810-6101 Tel : (407)647-7275 Certificate No. LB 24 500'0626E 30.00' N89°5334"E P08 PARCEL 7008 60RIGHTOFWAY ( P) 0 15 30 re,10K 4,,b.C.'0 0:,1 r. NORTH LINE. LOT 13 rn LOTS 13 & 14 r1 • BLOCK A HARBOR VISTA". P.B. 18,. PG. 47) TAX PARCEL ID: 03-29-15-36666001-0130) This document consists of three 3) sheets and shall not be considered full, valid. and complete unless each sheet is attached to the other. Date - 03/07/202S Scale' Job No - Drawn By. pcd By• Sheet 1".317 100062887 N/A CM, V5 AS, JVC 31,f 3 UUN 1 KAU 1 1 -UK I'UKUMA,t Ur tAJtMtN 1 J BY THE CITY OF CLEARWATER, FLORIDA PARTIES: EMMALINE LITTLE BOWERS, whose mailing address is 1202 Vista Way, Clearwater, FL 33755 (herein "Seller"), and City, THE CITY OF CLEARWATER, FLORIDA, a municipal corporation of the State of Florida (herein "City"), whose post office address is P.O. Box 4748, Clearwater, Florida 33768, (collectively "Parties") hereby agree that the City shall be granted easements over the following described property ("Property") subject to the terms and conditions of this Contract and any associated riders or addenda Contract"). 1. PROPERTY DESCRIPTION: The "Property" as herein defined shall be: Street Address: 1202 Vista Way, Clearwater, FL 33755 Property Tax ID #: 03-29-15-36666-001-0130 Legal Description: See attached Exhibit's "A" & "B" Personal Property or Fixtures: N/A Seller is granting a permanent and perpetual public utility and/or right of way easement as specified over a portion of Seller's Property, which shall be further described in Exhibit "A", which is attached hereto and made a part hereof (the "Easement"). Seller is also granting a temporary construction easement over a portion of Seller's Property, which shall be further described in Exhibit "B", which is attached hereto and made a part hereof (the "Temporary Construction Easement") (together, the Drainage Easement and the Temporary Access Easement may be referred to as the "Easement(s)"). 2. PURCHASE PRICE: Easement: $28,160.00 Temporary Construction Easement: $2,640 for 270 days and then 2,640 for each additional 120 - day extension Professional Fees or Convenience Costs: $ N/A The Parties agree that this payment represents the full and complete, just compensation as required by law in exchange for these property interests, and waive all associated claims by entering into this Contract. 3. MANNER OF PAYMENT: Check or Wire in U.S. funds at time of Closing. 4. TIME FOR ACCEPTANCE OF OFFER AND COUNTEROFFERS; EFFECTIVE DATE: a) Effective Date and Contract Times. This Contract shall be binding and effective only upon 1 tne aate or tne city nnanager s signature. Hn statea times nerein snaii ae countea as Calendar days. b) Expenses. City will pay any closing costs, including the recording of any instruments of conveyance. City will pay for the drafting of any survey, legal and sketches or other instruments as stated herein by this Contract, including all exhibits. 5. LEASES; OCCUPANCY; POSSESSION: a) Seller warrants that there are no parties in possession or others that would obstruct or impair the Easement interests that are the subject of this Agreement. b) Seller is responsible for maintaining the Property in a substantially similar condition from the Effective Date of this Contract through to the Closing Date. c) The City will be responsible for maintaining the Easement Area after closing. Specifically, the City shall be fully responsible for the use, maintenance, repair, upkeep, and the cleanliness of the Easement. Further the City shall be fully responsible for the use, maintenance, repair, upkeep and cleanliness of the Temporary Construction Easement TCE"). The City will further restore the TCE to its rightful condition, less any ordinary wear and tear, prior to termination or expiration of the TCE. d) The City shall make reasonable efforts to reduce interference or disruption during construction, and shall notify the Seller of any significant change in construction timelines. e) The City shall not inhibit the Seller's reasonable access to the Property. In doing so, the City shall leave a reasonable path for the traversing of vehicles and pedestrians along the drive aisles located at the Property. f) The City hereby warrants that it will make all reasonable actions to complete its construction project as quickly as possible in order to restore the Property, and Adjacent Property to their normal working and existing status prior to the City's construction project. 6. DISCLOSURES; PROPERTY CONDITION; INSPECTIONS: a) No Seller Warranties. Seller makes no warranties as to the condition of the Property or any assumed fixtures or as to the fitness for the City's use. City assumes the Property and all Fixtures in its condition as -is at the time of entering into this Contract. 7. NOTICE All notices provided for herein shall be deemed to have been duly given if and when deposited in the United States Mail, properly stamped and addressed to the respective party to be notified at the address listed above. Additionally, all notices provided for herein shall be deemed to have been duly given if and when personally delivered in hand, and or by electronic communication to the following addresses: THELEMLIME@YAHOO.COM for the Seller Jerrod.Simpson@myclearwater.com for the City 2 8. ASSIGNABILITY; PERSONS BOUND Neither Party may assign this Contract without the written permission of the other, which shall not be unreasonably withheld. Seller shall notify the City of any intent to sell the Property, and if the Property is sold prior to closing this Contract, the Seller shall notify any prospective buyer of this Contract. This Contract shall be binding upon Seller, and their heirs, personal representatives, successors and assigns, and any other subsequent holder of interest in the Property. 9. ATTORNEY FEES; COSTS; SPECIFIC PERFORMANCE AVAILABLE: In any litigation arising out of this Contract, the remedy of specific performance shall be available, and reasonable attorney's fees shall be covered as per Florida Statutes §§ 73.091 and 73.092. 10. CHOICE OF LAW; SEVERABILITY; INTEGRATION: This Contract shall be governed by, construed, and enforced in accordance with the laws of the State of Florida. If any provision of this Contract is held to be invalid, the Parties agree that the remaining provisions shall be deemed to be in full force and effect as if they had been executed by both Parties subsequent to the expungement of the invalid provision. This Contract shall constitute the entire agreement between the Parties and supersedes any and all prior and contemporaneous written or oral promises, representations or conditions. All prior negotiations, agreements, memoranda or other writings shall be merged herein. Any changes to be made in this agreement shall only be valid when expressed in writing, signed by the Parties as an amendment to this Contract. SIGNATURE PAGE TO FOLLOW] EXECUTED this day of , 2026 by Seller. Seller Signature Print Seller Name APPROVED BY CITY & EFFECTIVE this day of , 2026 3 CITY OF CLEARWATER, FLORIDA By: Jennifer Poirrier City Manager Approved as to form: Attest: Jerrod Simpson Senior Assistant City Attorney Rosemarie CaII City Clerk Exhibit "A" g PARCEL 8008 SKETCH OF DESCRIPTION DRAINAGE EASEMENT NOTES: THE LEGAL DESCRIPTION WAS GENERATED BASED ON THE FOLLOWING DATA. 1. THE RECORDED PLAT OF "HARBOR VISTA,"ACCORDING TO THE PLAT THEREOF. A5 RECORDED MAY 18. 1926 IN PLAT BOOK 18 AT PAGE 41 OF THE PUBLIC RECORDS OF PINELLAS COUNTY, FLORIDA, 2. BEARINGS A5 SHOWN HEREON ARE BASED ON A CALCULATED BEARING OF 500'06'76"E ALONG THE WEST LINE OF THE SOUTHEAST 1/4 OF 5A10 SECTION 3. TOWNSHIP 29 SOUTH. RANGE 15 EAST 3. LETTER OF PROCEDURAL APPROVAL ISSUED JULY 23, 2020 BY THE FLORIDA DEPARTMENT OF ENVIRONMENTAL PROTECTION. BUREAU OF SURVEY AND MAPPING. ESTABLISHING THE MEAN HIGH-WATER LINE AT ELEVATION +I 22 FEET BASED ON THE NORTH AMERICAN VERTICAL DATUM OF 1988. 4. DATA ACOU!REO FROM THE PINELLAS COUNTY PROPERTY APPRAISER'S OFFICE FOR THE 202.1 TAX YEAR. (FOR REFERENCE ONLY) 5. SINCE NO OTHER INFORMATION OTHER THAN WHAT I5 CITED 1N THE SOURCES OF DATA WERE FURNISHED. THE CLIENT 15 HEREBY ADVISED THAT THERE MAY 8E LEGAL RESTRICTIONS ON THE SUBJECT PROPERT) THAT ARE NOT SHOWN ON THE MAP OR CONTAINED WITHIN THIS REPORT THAT MAY BE FOUND IN THE PUBLIC 'RECORDS OF PINELLAS COUNTY, OR THE RECORDS OF ANY OTHER PUBLIC AND PRIVATE ENTITIES 45 THEIR JURISDICTIONS MA) APPEAR. 6. THIS "SKETCH OF DESCRIPTION" DOES NOT REPRESENT A FIELD BOUNDARY SURVEY NO FIELD SURVEY WORK WAS PERFORMED IN CONNECTION 'WITH SAME LEGEND: POB = POINT OF BEGINNING POC = POINT OF COMMENCEMENT OR = OFFICIAL RECORD 800K 13,13. = PLAT BOOT; PG = PAGE C) = PER CALCULATION P) = PER PLAT MHW = MEAN HIGH WATER ELEV = ELEVATION This document consists or three 13) sheets and shell not be considered full. vend. end complete unless each sheet is attached to the other. THIS IS NOT A SURVEY AtkinsReaiis 482 South Keller Road. Suite 300 Orlando, Florida 32810.0101 rel (407)647-7275 Certificate No t.6 24 Date Scale• Job No r F Drawn By- Ckd By. Sheet 01/07/1025 N.L4_ 100062887 N/4 CN. (5 45. IVC Int 3 Exhibit "A" PARCEL 800B SKETCH OF DESCRIPTION DRAINAGE EASEMENT LEGAL DESCRIPTION PARCEL BOOB ALL THAT LOT. PIECE OR PARCEL OF LAND SITUATE. LYING AND BEING IN SECTION 3. TOWNSHIP 29 SOUTH, RANGE 15 EAST, PINELLAS COUNTY, FLORIDA. BEING A PORTION OF LOT 13 1N BLOCK A OF "HARBOR VISTA,- ACCORDING TO THE PLAT THEREOF. A5 RECORDED MAY 18. 1926 1N PLAT BOOK 18 AT PAGE 41 OF THE PUBLIC RECORDS OF PINELLAS COUNTY. FLORIDA. THE SAME BEING MORE PARTICULARLY DESCRIBED BY METES AND BOUNDS AS FOLLOWS, VIZ COMMENCE AT THE CENTER OF SAID SECTION 3: THENCE 500`06'16"E ALONG THE WEST LINE OF THE SOUTHEAST 1/4 OF SAID SECTION 3 FOR 664 17 FEET: THENCE DEPARTING SA10 WEST LINE. RUN N89'5334"E AT RIGHT ANGLES TO THE LAST DESCRIBED COURSE FOR 3000 FEET TO POINT OF INTERSECTION WITH THE EAST RIGHT-OF-WAY LINE OF DOUGLAS AVENUE. ALSO BEING AT THE NORTHWEST CORNER OF AFORESAID LOT 13 SAID CORNER BEING THE POINT OF BEGINNING. THENCE N68'3024rE ALONG THE NORTH LINE OF LOT 13 FOR 71.12 FEET: THENCE DEPARTING SAID NORTH LINE. RUN 531''5Z091V FOR 33 51 FEET. THENCE 568`30'24-W FOR 52,06 FEET TO A PO/NT OF INTERSECTION WITH SAID EAST RIGHT-OF-WAY LINE OF DOUGLAS AVENUE AND THE WEST LINE OF LOT 13. THENCE N00'06'26'W ALONG SAID EAST RIGHT-OF-WAY LINE OF DOUGLAS AVENUE AND THE WEST LINE OF WT 13 FOR 21,48 FEET TO THE POINT OF BEGINNING. SAID PARCEL CONTAINS 1.232 SOUARE FEET. MORE OR LE55 This document consists of three 13) sheets and shell not be considered full. valid. and complete unless each sheet is attached to the other. THIS IS NOT A SURVEY OAtkinsRoaiis 402 16211er qao ), t•Uita 347' Orlando. Florida 32810 6101 Tel , 1407)647.7275 Certificate No L8 24 Digitally signed by Jack V Carper ON: C=US. O=Flonda. dnOualiher= J aC \ / 001410D00000t CC3B9Jacv004A09F, CN=Jac* Gc VV Carper ' Reason: I,am the author of this document Carpe rDL°°: as 203.11 16:te48: 14025.' 04'00' Foxit PDF Editor Version. 13,1.4 J. Vance Carper Jr. Professional Surveyor and Mapper Florida Certificate No. 3598 fi:ht(Vi/ error i/CEp5t0 SVpr'Yflom M0 vMvf< Date Scale lob No' F.B ' 03/07/2025 NIA 100062887 N/A Drawn By, Cu, 65 Ckd. By' A5, Iv( Sheet t aL 3 Exhibit "A" PARCEL 800B SKETCH OF DESCRIPTION DRAINAGE EASEMENT LINE TABLE L1NE BEARING' DISTANCE LI N68' 30' 24"0 71.12 42 S31' 53 09"W 33.51 1.3 566' 30 24111 52.06 L4 1/00' 06' 20'W 21.48 t7,8 LLi m in StitV:Jr. THIS IS NOT A SURVEY AtkinsRealis 482 South Keller Road, Suite 300 Ortand0, Florida 32810-6101 Tel : (407)647.7275 Certificate No. 18 24 POC CENTER OF SECTION 3 TINP. 295, RGE. 15E 1E) NW C POB PARCEL 8000 IRNER LOT 13 RIGHTOFWAY ( P, 3000 N89'5334•E 0 15 30 NORTH LIN LOT 13 This document consists of three 31 sheets and shall not be considered full. valid, and complete unless each sheet is attached to the other. B LOTS 13 & 14 BLOCK A HARBOR VISTA" P.B. 18. PG. 41) TAX PARCEL ID: 03-29-15-36666-001-0130) Date: 03/0712025 Scale. Job No • F B • Drawn By• Ckd. By' Sheet 1'=30 100062897 N/A C14. V5 45. /VC 3 of 3 Exhibit "6" PARCEL 700B SKETCH OF DESCRIPTION TEMPORARY CONSTRUCTION EASEMENT LEGAL DESCRIPTION: PARCEL 7000 ALL THAT LOT, PIECE OR PARCEL OF LAND SITUATE. LYING AND BEING IN SECTION 3. TOWNSHIP 29 SOUTH, RANGE 15 EAST, PINELLAS COUNTY, FLORIDA, BEING A PORTION OF LOTS 13 AND 14 1N. BLOCK A OF "HARBOR VISTA," ACCORDING TO THE PLAT THEREOF, A5 RECORDED MAY 18, 1926 IN PLAT BOOK 18 AT PAGE 41 OF THE PUBLIC RECORDS OF PINELLAS COUNTY. FLORIDA. THE SAME BEING MORE PARTICULARLY DESCRIBED BY METES AND BOUNDS A5 FOLLOWS, VIZ : COMMENCE AT THE CENTER OF SAID SECTION 3: THENCE 500'06'26-E ALONG THE WEST LINE OF THE SOUTHEAST 1/4 OF SAID SECTION 3 FOR 664.17 FEET: THENCE DEPARTING 5A10 WEST LINE RUN N89'5334"E Ar'RIGHT ANGLES TO THE LAST DESCRIBED COURSE FOR 3000 FEET TO A POINT OF INTERSECTION WITH THE EAST LINE OF THE RIGHT OF WAY FOR DOUGLAS AVENUE, ALSO BEING AT THE WEST LINE OF AFORESAID LOT 13. THENCE 500'06'26-E ALONG SAID EAST LINE AND ALONG THE SAID WEST LINE OF BLOCK A FOR 21.48 FEET TO THE POINT OF BEGINNING OF THE HEREINAFTER DESCRIBED PARCEL OF LAND: THENCE DEPARTING SAID EAST LINE. RUN N 66'3024'E FOR 10.74 FEET TO A POINT ON A LINE 10.00 FEET EAST OF AND PARALLEL WITH SAID EAST LINE: THENCE 500;06'76'%E ALONG 5A10 PARALLEL LINE FOR 52.18 FEET: THENCE 589'5334• FOR 1000 FEET L0 A POINT ON AFORESAID EAST RIGHT-OF-WAY LINE OF DOUGLAS AVENUE AND THE AFORESAID WEST LINE OF BLOCK A; THENCE N0O'0626'W ALONG SAID EAST RIGHT-OF-WAY LINE OF DOUGLAS AVENUE AND THE WEST LINE OF BLOCK A FOR 48.27 FEET TO THE POINT OF BEGINNING. SAID PARCEL CONTAINS 502 SQUARE FEET. MORE OR LESS. This document consists at three 3) sheets and shall not he considered full, valid. and complete unless each sheet is attached to the other. THIS I5 NOT A SURVEY OAtkinsRealis 482 South Keller Road. Suite 300 Orlando. Florida 32810-6101 Telt (4071647.7275 Certificate No. L8 24 Jac Car Digitally signed by Jack V ON: C=US.ORonda. driOuiitAiera A0141000000018709DAC369 0004A09F CN=Jack V Carper Reason: I am,the author o1 this document rLocation: Date: 2025.03:11 17:13:09 FoolPDF EditorVersion: 13.1.4 J. Vance Carper Jr. Professional Surveyor and Mapper Florida Certificate No. 3598 t.t Y6:t9 ,P?t Pitr 1,0 OIGItA[ S Ytf UR .i A 'WAWtaWArfCAMSVIrDAASDWANT Date• 03/07/2025 Scale: Job No • FB' Drawn By' Ckd By' Sheet N/A 100062887 N/A CN. VS AS. JVC I of 3 Exhibit "B" PARCEL 7008 SKETCH OF DESCRIPTION TEMPORARY CONSTRUCTION EASEMENT NOTES: THE LEGAL DESCRIPTION WAS GENERATED BASED ON THE FOLLOWING DATA: I. THE RECORDED PLAT OF "HARBOR VISTA.A000RDING TO THE PLAT THEREOF, A5 RECORDED MAY 18, )926 IN PLAT BOOK 18 AT PAGE 41 OF THE PUBLIC RECORDS OF PINELLAS COUNTY. FLORIDA, 2 BEARINGS 45 SHOWN HEREON ARE BASED ON A CALCULATED BEARING OF 500"06'26'E ALONG THE WEST LINE OF THE SOUTHEAST !/4 OF SAID SECTION 3. TOWNSHIP 29. SOUTH, RANGE 15 EAST 3. LETTER OF PROCEDURAL APPROVAL ISSUED JUL 23. 2020 BY THE FLORIDA DEPARTMENT OF ENVIRONMENTAL PROTECTION, BUREAU OF SURVEY AND MAPPING, ESTABLISHING THE MEAN HIGH-WATER LINE AT ELEVATION 4-122 FEET BASED ON THE NORTH AMERICAN VERTICAL DATUM OF 1988, 4, DATA ACQUIRED FROM THE PINELLAS COUNTY PROPERT( APPRAISER'S OFFICE FOR THE 2011 TA>t YEAR (FOR REFERENCE ONLY) 5, SINCE NO OTHER INFORMATION OTHER THAN WHAT 15 CITED IN THE SOURCES OF DATA WERE FURNISHED. THE CLIENT 15 HEREBY ADVISED THAT THERE MAY BE LEGAL RESTRICTIONS ON THE SUBJECT PROPERTY THAT ARE NOT SHOWN ON THE MAP OR CONTAINED WITHIN THIS REPORT THAT MAY BE FOUND IN THE PUBLIC+RECORDS OF PINELLAS COUNTY. OR THE RECORDS OF ANY OTHER PUBLIC AND PRIVATE ENTITIES AS THEIR JURISDICTIONS MAY APPEAR, 6 THIS "SKETCH OF DESCRIPTI0h"DOES NOT REPRESENT A FIELD BOUNDARY SURVEY NO FIELD SURVEY WORK WAS PERFORMED IN CONNECTION WITH SAME LEGEND: POB = POINT OF BEGINNING POC = POINT OF COMMENCEMENT 0.R. = OFFICIAL RECORD BOOK P13 = PLAT 800K PG, = PAGE C1 = PER CALCULATION P) = PER PLAT MHW = MEAN HIGH WATER ELEV = ELEVATION This document consists of three 3) sheets and shall not be considered full. valid, and compete unless each sheet is attached to the other. THIS IS NOT A SURVEY AtkInsRoalls f'4,; it •!1"4i1 Orlando. Florida 32810,6101 Tel . N07)647.2275 Certificate No LB 24 Date 03,07/2025 Scale• NjA JOb NO 10006 2887 F8. N/A Drawn By CN. V5 CiLcI 87 A5. JVC Sheaf... .,.2}7[._ Exhibit "B" PARCEL 7008 SKETCH OF DESCRIPTION TEMPORARY CONSTRUCTION EASEMENT UNE TABLE LINE BEARING DISTANCE LI S00' 06' 26"E 21.48 L2 1168' 30' 24°E 10.74 1.3 500' 06- 267 52.18 1.4 589' 53 3471 10.00 L5 P100' 06' 2671 1827 soksn- POC, CENTER OF SECTION 3 TWP. 295. RGE. 15E (C) THIS IS NOT A SURVEY AtkinsRBalis 482 South Keller Road, Suite 300 1 Orlando, Florida 32810.6101 Tel ; 1407)647-7275 Certificate No. LB 24 500`0GZGE 0 15 30 30.00 800 N89'53'34`E POB PARCEL 7008 60' NIGHTOFWAYIP NORTH LINE. Lor 13 LOTS 13.& 14 BLOCK A • HARBOR VISTA" AB. 18. P.G. 41) TAX PARCEL ID: 03-2945-36666-001-01301 W22.1 •J .T i' ti Wti Qod Date' 03/0712025 This document consists 01 three 3) sheets and shall not be considered Cull. valid. and complete unless each sheet is attached to the other. Scale' Job No - FB• 1-.30 100062887 N/A Drawn By' Ckd BY - Sheet Cu. VS AS, NC 3 of 3 Cover Memo City of Clearwater Main Library - Council Chambers 100 N. Osceola Avenue Clearwater, FL 33755 File Number: ID#26-0167 Agenda Date: 4/20/2026 Status: Agenda ReadyVersion: 1 File Type: Action ItemIn Control: Planning & Development Agenda Number: 5.1 SUBJECT/RECOMMENDATION: Approve Connecting Clearwater: An Active Transportation Plan for the City of Clearwater, and adopt Resolution 26-04. SUMMARY: Connecting Clearwater is the City’s active transportation plan (ATP) proposed for council approval. The plan establishes a citywide framework to identify a low-stress network for walking, bicycling, rolling, and accessing transit, and includes a prioritized list of needs and ten concept-level corridor/crossing plans. The plan guides future planning and coordination and does not select final projects or authorize expenditures. The City will use the plan’s priorities to inform work planning and policy decisions, including potential integration into the Capital Improvement Program (CIP) and consideration through the land development process, as resources and funding opportunities allow, with feasibility, scope, and costs refined through engineering design. Overview and Objectives The City of Clearwater hired Fehr & Peers in November 2024 to develop an active transportation plan to replace the 2006 Shifting Gears Bicycle and Pedestrian Plan. Active transportation refers to human-powered methods of travel, such as walking, using wheelchairs and strollers, or bicycling, and the infrastructure that supports those forms of transportation. Connecting Clearwater will serve as a road map to enhance the facilities that support active transportation within the city. Guided by the policy framework in the city’s Clearwater 2045 Comprehensive Plan and the Complete Streets for Clearwater Implementation Plan, as well as Forward Pinellas’s Advantage Pinellas Active Transportation Plan, Connecting Clearwater has the following key objectives: 1.Identify a citywide low-stress active transportation network that complements other travel modes, especially transit, supports future land use patterns, and connects to active transportation facilities in adjacent communities. 2.Improve transportation safety outcomes for people not traveling in motorized vehicles, including pedestrians, bicyclists, and other non-automobile transportation system users. 3.Develop a feasible project list that can be implemented as stand-alone projects, as part of other planned transportation system improvements, or as part of the land development process. Plan Development and Key Outputs To support the development of a low-stress active transportation network, an existing conditions assessment was conducted. Staff also obtained guidance from: ·a technical advisory committee (TAC) comprised of staff from departments that will play a critical role in the implementation of the plan; and ·a formal stakeholder group, including Pinellas County, Pinellas Suncoast Transit Authority (PSTA), Amplify Clearwater, local business owners, representatives from the bicycling and walking communities, disability advocates, and others. Page 1 City of Clearwater Printed on 4/14/2026 File Number: ID#26-0167 General public engagement was also conducted, with almost 450 people participating online and in person through an online survey and map, a facility preference survey, an in-person community workshop, and at special events. Additional detail on the existing conditions assessment and engagement is provided in the Technical Appendix. These initial findings and the proposed prioritization criteria were presented at the City Council Work Session on June 2, 2025. Based on the results of the existing conditions analysis and public feedback, the project team developed a system to prioritize potential projects based on safety, user comfort, access and connectivity, ease of implementation (including estimated cost and timeframe), and demographics. Applying these criteria citywide produced project rankings for corridors, crossings, and sidewalk gaps on arterial streets (Appendices A - C). Additional detail on the prioritization criteria and the highest-ranked projects is provided in Section 04 - Prioritization. Once the rankings were completed, the project team developed ten corridor or crossing concept plans for active transportation improvements (Section 06 - Concept Plans). The goal underpinning the prioritization and planning process was to identify and develop a citywide network of facility types that supports people who walk, bike, roll, and access transit, by choice or necessity (Section 02 - Network Development). Measuring the level of comfort people feel on various types of roads was a key input for proposing the most appropriate facility or countermeasure (pages 18, 72). To support implementation, staff prepared a list of recommended revisions to the Community Development Code (Section 03 - Active Transportation Policy) and identified grant funding opportunities (page 64). The ATP, priority list, and concepts (Appendix D) were shared with the TAC. The concept plans and their locations received positive feedback. However, some of the highest-ranked projects may not be feasible once engineering design identifies site-specific constraints (Implementation Plan - Section 05). Approval of Connecting Clearwater is the first step toward the selection, design, and construction of these improvements. STRATEGIC PRIORITY: Connecting Clearwater: An Active Transportation Plan for the City of Clearwater will guide transportation planning and development to expand healthy, affordable travel options in support of Strategic Plan Objectives 1.2, 1.4, 2.4, 3.2, 4.1, and 4.4. Page 2 City of Clearwater Printed on 4/14/2026 An Active Transportation Plan for the City of Clearwater Technical Appendix Table of Contents 3 194 564 568 Appendix A- Existing Condition Appendix B- Summary of Community Engagement Appendix D- Project Prioritization Appendix C- Network Development Approach SECTION 01 SECTION 03 SECTION 02 SECTION 04 CONNECTING CLEARWATERii Criteria Existing Conditions Report CONNECTING CLEARWATER Table of Contents Introduction ...................................................................................................................................... 1 Policies and Goals .............................................................................................................................. 2 Guiding Principles ......................................................................................................................................... 3 Land Use and People .......................................................................................................................... 4 Land Use ...................................................................................................................................................... 4 Population and Jobs ...................................................................................................................................... 6 Demographics ............................................................................................................................................... 7 Travel Mode Share ...................................................................................................................................... 11 Other Trip Data ........................................................................................................................................... 13 Existing Road Types and Facilities ..................................................................................................... 18 Road Network ............................................................................................................................................. 18 Bicycle Facilities .......................................................................................................................................... 25 Pedestrian Facilities .................................................................................................................................... 30 Transit Facilities .......................................................................................................................................... 33 Mobility Trends ........................................................................................................................................... 36 Collision Analysis ............................................................................................................................. 37 Level of Traffic Stress ....................................................................................................................... 43 Bicycle Level of Traffic Stress ...................................................................................................................... 44 Pedestrian Level of Traffic Stress ................................................................................................................ 48 Travel Access Analysis ...................................................................................................................... 52 Planned Facilities ............................................................................................................................. 58 Forward Pinellas Regional Active Transportation Plan ............................................................................... 58 Capital Improvement Plan .......................................................................................................................... 59 Florida Department of Transportation (FDOT) ........................................................................................... 60 Public Participation .......................................................................................................................... 63 Next Steps ....................................................................................................................................... 65 Technical Attachments (Under Separate Cover) Attachment A: Policy Assessment Attachment B: Level of Traffic Stress Methodology Attachment C: Accessibility Analysis Methodology Attachment D: Public Engagement Approach Attachment E: Public Engagement Summary List of Figures Figure 1: Existing Land Uses by Percentages in City of Clearwater ............................................................................................................................... 5 Figure 2: Existing Population Density by Census Tract .................................................................................................................................................. 8 Figure 3: Forward Pinellas LRTP Emphasis Areas in Clearwater .................................................................................................................................... 9 Figure 4: Relative Level of Pedestrian Trips Per Square Mile ...................................................................................................................................... 14 Figure 5: Relative Level of Bicycle Trips Per Square Mile ............................................................................................................................................ 15 Figure 6: Relative Level Automobile Trips Less than Two Miles Per Square Mile ....................................................................................................... 16 Figure 7: Relative Level of Automobile Trips Less than Eight Miles Per Square Mile .................................................................................................. 17 Figure 8: Clearwater Roadway Network by Classification ........................................................................................................................................... 19 Figure 9: Posted Speed Limits ...................................................................................................................................................................................... 21 Figure 10: Existing Average Annual Daily Traffic.......................................................................................................................................................... 23 Figure 11: Existing Number of Travel Lanes ................................................................................................................................................................. 24 Figure 12: Existing Bicycle Facilities ............................................................................................................................................................................. 29 Figure 13: Existing Pedestrian Facilities – All Roadways .............................................................................................................................................. 32 Figure 14: Existing Transit Routes and Stops in Clearwater ........................................................................................................................................ 34 Figure 15: Transit Stop Boarding and Alightings .......................................................................................................................................................... 35 Figure 16: Pedestrian and Bicyclist KSI Crash Locations and Crash Heat Map (2019 – 2024) ..................................................................................... 40 Figure 17: High Injury Network Map ............................................................................................................................................................................ 41 Figure 18: Existing Bicycle Level of Traffic Stress ......................................................................................................................................................... 47 Figure 19: Existing Pedestrian Level of Traffic Stress ................................................................................................................................................... 51 Figure 20: Existing Bicycle Accessibility Score .............................................................................................................................................................. 54 Figure 21: Existing Pedestrian Accessibility Score ....................................................................................................................................................... 55 Figure 22: Existing Bicycle Access and Comfort Summary ........................................................................................................................................... 56 Figure 23: Existing Pedestrian Access and Comfort Summary..................................................................................................................................... 57 Figure 24: Planned Bicycle Facilities ............................................................................................................................................................................ 62 List of Tables Table 1: Population and Job Density .............................................................................................................................................................................. 6 Table 2: Demographic Summary .................................................................................................................................................................................. 10 Table 3: Travel Mode Share ......................................................................................................................................................................................... 12 Table 4: Centerline Miles by Posted Speed Limit and Facility Type ............................................................................................................................ 20 Table 5: Lane Miles of On-Street Bicycle Facilities by Posted Speed Limit .................................................................................................................. 28 Table 6: Miles of Pedestrian Facilities .......................................................................................................................................................................... 30 Table 7: Sidewalk Gap Miles by Roadway Classification ............................................................................................................................................. 31 Table 8: Crash Summary by Year (2019 to 2024) ......................................................................................................................................................... 37 Table 9: Crash Summary by Mode (all roadways – 2019 to 2024) .............................................................................................................................. 39 Table 10: Clearwater High Injury Network (HIN) Statistics .......................................................................................................................................... 42 Table 11: Existing Bicyclist LTS Score by Bicycle Facility Type (in miles of facility) ...................................................................................................... 46 Table 12: Existing Pedestrian Level of Traffic Stress by Pedestrian Facility Type (in miles of facility) ........................................................................ 50 Existing Conditions Assessment June 2025 Page 1 of 65 Introduction The City of Clearwater Active Transportation Plan (ATP), known as Connecting Clearwater, will serve as a roadmap to enhance active transportation facilities within the city. This document summarizes the existing conditions assessment that was conducted through the lens of the Active Transportation Plan’s key objectives: 1. Identify a citywide low-stress active transportation network that complements other travel modes, especially transit, supports future land use patterns, and connects to active transportation facilities in adjacent communities. 2. Improve transportation safety outcomes for people outside of motorized vehicles, including pedestrians, bicyclists, and other non- automobile transportation system users. 3. Develop a feasible project list that can be implemented as standalone projects, as a part of other planned transportation system improvements, or as a part of the development process, that can be integrated with the 2045 Comprehensive Plan and the Advantage Pinellas Active Transportation Plan (2024). Throughout this document, all references to pedestrians are inclusive of people with disabilities who use mobility aids (i.e., scooters, manual and electric-powered wheelchairs) to access public pedestrian walkways. This document is organized around the following main topics: • Policies and goals • Land use and people • Existing road types and facilities • Collision analysis • Level of Traffic Stress for Bicyclists and Pedestrians • Travel Access Analysis • Planned Facilities • Public Participation For some of the topics, separate memorandums have been prepared, with this document providing a summary of results and the supporting documents provided as an attachment. Existing Conditions Assessment June 2025 Page 2 of 65 Policies and Goals To support the development of the ATP, a review of relevant plans and policies from the City of Clearwater, Forward Pinellas, Pinellas County, and the Florida Department of Transportation (FDOT) was conducted to identify policy guidance that helps support the implementation of the ATP as well as identify potential barriers to plan implementation. The following City of Clearwater documents were reviewed: • Clearwater 2045 | Comprehensive Plan • Shifting Gears: Bicycle and Pedestrian Master Plan • Clearwater Downtown Redevelopment Plan • Complete Streets for Clearwater Implementation Plan • US 19 Zoning District and Corridor Plan • Beach by Design: A Preliminary Design for Clearwater Beach and Design Guidelines. • Various land development codes The following Pinellas County documents were reviewed: • PLANPinellas: Countywide Comprehensive Plan The following Forward Pinellas Documents were reviewed: • Countywide Plan • Advantage Pinellas (2050 Long Range Transportation Plan) • Advantage Pinellas Active Transportation Plan • Complete Streets Grant Program • Bike Share Feasibility Study • Safe Streets Pinellas • SR 60 Corridor: Multimodal Implementation Strategies Existing Conditions Assessment June 2025 Page 3 of 65 A summary of each document is provided in Attachment A. Some documents identify potential walking and bicycling projects in the City of Clearwater, which were used as a starting point for the future active transportation network. The documents also establish a policy framework for the project, which indicates that there is strong policy framework at the city, county and MPO level that supports the development of active transportation facilities within the city and provides guidance for balancing tradeoffs between completing transportation system demands. The policy review also helped to inform development of guiding principles for the Active Transportation Plan. Guiding Principles To guide the identification of specific projects, policies, and strategies, guiding principals were developed based on the existing conditions assessment described in this document, as well as project goals, feedback from the Technical Advisory Committee (TAC), steering committee, the existing policy framework, and future policy opportunities. The three Guiding Principles include: • Safety – as one of one of the most dangerous regions in America for people walking and bicycling, improving transportation safety outcomes is a key priority. All projects, policies, and strategies will be evaluated through a safety lens. • Health – there are disproportionate impacts in some communities related to transportation safety and health outcomes, partially due to fewer transportation options. Prioritizing active transportation improvements in communities where there has historically been less investment is a priority. • Connectivity and Comfort – providing comfortable and direct routes of travel to a variety of land uses has been identified as a priority by the steering committee and the public to access educational, employment and shopping opportunities by a variety of travel modes. This priority is echoed in the policy framework. Existing Conditions Assessment June 2025 Page 4 of 65 Land Use and People Land use, population density, demographics, and development patterns combined with their interface to the transportation system are key predictors of how people will travel, including their travel mode. This section describes some of the non-roadway elements that are considered in the ATP process. Land Use Clearwater is the third-largest city in the Tampa-St. Petersburg-Clearwater Metropolitan Statistical Areas and has a population of approximately 117,000 people (2022 Census) and 68,600 jobs, within a land area of 26 square miles. Like most of Pinellas County, Clearwater is generally built- out, with growth in population and jobs expected to occur when parcels are redeveloped with higher densities and/or changed land uses. The city’s 2045 Comprehensive Plan projects an increase of about 5,000 to 6,000 residents over the next 30 years, representing a modest annual growth rate of about 0.15%. Clearwater is a popular destination for seasonal residents and tourism. During peak season, which is typically January through March, but can extend from October to May, the population increases due to seasonal residents (the population numbers above include some seasonal residents who call Clearwater home for at least 6 months out of the year, but not the full year) between 5% and 10%. In 2024, there were an estimated 16 million visitors to Pinellas County, with Clearwater seeing record breaking visitor numbers. Land uses in Clearwater, excluding beaches and waterways, are primarily residential, comprising approximately 60% of the land area. The remaining land supports a variety of uses, including recreation and open spaces (10%), commercial and office spaces (9%), governmental and institutional facilities, including schools, (9%), transportation and utility infrastructure (4%), industrial areas (2%), and automobile-related services (1%). Figure 1 shows the relative distribution of land uses by land area, which also comprises 5% of undeveloped land. Beaches and waterways are not included in these calculations. Existing Conditions Assessment June 2025 Page 5 of 65 Figure 1: Existing Land Uses by Percentages in Clearwater More information about existing and future land uses can be found in the Clearwater Comprehensive Plan, January 2024. The County Seat is currently located in Clearwater. There are plans to relocate County offices to a new county complex in the City of Pinellas Park in the next few years. This relocation would provide redevelopment opportunities for the parcels currently occupied by county-related functions. Source: Clearwater 2045 Comprehensive Plan, January 2024 59.30% 10% 9.30% 8.80% 5.60% 3.90%2.10%1.10% Residential Park, Preservation, and Agriculture Commercial and Office Government and Institutional Vacant Transportation/Utility Industrial Automobile Existing Conditions Assessment June 2025 Page 6 of 65 Population and Jobs Approximately 117,000 people live in the City of Clearwater, 12% of Pinellas County population, and there are 68,660 jobs, or 14% of the countywide total. According to 2022 population estimates prepared by the Office of Economic and Demographic Research, the population of Clearwater is projected to be 123,000 by 2045. Table 1 summarizes the population and job density in Clearwater with a comparison to Pinellas County. The existing population and job density, and projected population density were also calculated for Clearwater and Pinellas County for comparison. Table 1: Population and Job Density Variable City of Clearwater Pinellas County Notes Existing Population 116,689 974,689 2022 Census Data Projected Population (2045) 122,713 1,025,900 (medium/BEBR) 2045 population estimates from Comprehensive Plan / BEBR Existing Employment (number of jobs) 68,668 484,609 2022 LEHD Size (land only - square miles) 26.1 274 City of Clearwater Municipal Boundary Area and Pinellas County Existing Average Population Density (people/square mile) 4,471 3,558 - Projected Average Population Density (people/square mile) 4,702 3,744 - Existing Average Job Density (jobs/square mile) 2,631 1,769 - Notes: Longitudinal Employer-Household Dynamics (LEHD) data is based on tabulated and modeled administrative data provided states to the Census Bureau related to unemployment earnings, and the quarterly census of employment and wages. Additional information can be found here: https://onthemap.ces.census.gov/ Source:https://bebr.ufl.edu/wp-content/uploads/2024/01/projections_2024.pdf, Office of Economic and Demographic Research, LEHD Data; Fehr & Peers, 2025 Existing Conditions Assessment June 2025 Page 7 of 65 As population density increases, higher levels of walking and bicycling may occur, as more land uses are proximate. However, the quality and perception of safety for the walking and bicycling infrastructure, along with area demographics, play a large role in an individual’s decision to walk or bike. Figure 2 shows the existing population density by census tract within the city. Demographics A demographic assessment was conducted to identify key population characteristics that could contribute to an increased reliance on walking and bicycling as transportation modes, with information for all of Pinellas County provided for comparison purposes. Populations that are reliant on non-auto travel modes, with limited access to walking and bicycling facilities, could be at higher risk for being involved in a crash that results in a fatal or severe injury. For the purposes of this analysis, the Environmental Justice Report prepared by Forward Pinellas for the 2050 Long Range Transportation Plan (https://forwardpinellas.org/document-portal/2045-final-environmental-justice-analysis-report/) was used as the basis for identification of underserved communities as more current information from USDOT through the Equitable Transportation Community (ETC) is no longer available. Based on the analysis completed by Forward Pinellas, a census tract receives an emphasis area designation if it meets the following criteria: 1. Above Average Minority Population 2. Minority No Vehicle Access and Population Below Poverty Above Average 3. Minority Limited English-Speaking Households Above Average 4. Areas with All Equity Emphasis Criteria (Listed Above) Above Average At a countywide level, 64% of people live in a census tract that meets at least one of the criteria, and 9% live in a census tract that meets all three criteria. Within Clearwater, 95% of people live in a census tract that meets at least one of the criteria, and 33% of the population lives in a census tract that meets all three criteria. Figure 3 displays the number of criteria each census tract in the city meets. In addition to the demographic information used to identify Emphasis Areas for the regional LRTP, other demographic information for the city and county was summarized, as presented in Table 2, which shows that Clearwater residents tend to be younger than the county as a whole, have similar levels of auto ownership, slightly lower average commute times, and similar levels of people under 65 who have a disability. Approximately 15% of Clearwater residents live in households with income below the poverty level, about 45% higher than the countywide average. Existing Conditions Assessment June 2025 Page 8 of 65 Figure 2: Existing Population Density by Census Tract Existing Conditions Assessment June 2025 Page 9 of 65 Figure 3: Forward Pinellas LRTP Emphasis Areas in Clearwater Existing Conditions Assessment June 2025 Page 10 of 65 Table 2: Demographic Summary Variable City of Clearwater Pinellas County Notes Population Below the Poverty Level 15.4% 11.3% 2023 5 Year ACS Owner Occupied Housing Units 59.1% 69.4% 2023 5 Year ACS Renter Occupied Housing Units 40.1% 30.6% 2023 5 Year ACS Owner Occupied Households with No Vehicle 3.6% 3.6% 2023 5 Year ACS Renter Occupied Households with No Vehicle 12.9% 12.7% 2023 5 Year ACS Population under 18 years old 16.9% 15.1% 2023 5 Year ACS Population 65 or older 23.7% 27% 2023 5 Year ACS Population under age 65 with a disability 10% 10.1% 2023 5 Year ACS Average travel time to work 23.2 minutes 25.3 minutes 2023 5 Year ACS Population in Forward Pinellas LRTP Emphasis Areas (%) 95% 65% Forward Pinellas Source: 2023 5 Year American Community Survey (ACS) Data and US Department of Transportation (USDOT). Existing Conditions Assessment June 2025 Page 11 of 65 Travel Mode Share The mode of travel a person will select for a specific trip depends on many factors, including: • Destination distance • Trip purpose • Travel costs, including parking • Availability of a vehicle or bicycle • Proximity and frequency of transit at both ends of the trip • Personal disability • How many people are traveling • Transportation infrastructure, such as the presence of sidewalks and bicycling facilities A variety of data was used to assess the factors noted about, including from the Census Bureau, Florida Department of Transportation (FDOT) and travel model information. Data for work trips is the most readily available data from the Census, which shows that most people who work in the region drive a car or carpool to their place of employment, with about 4.5% of residents in the region walking, biking, or taking transit to work, as shown in Table 3. With an average commute time over 20 minutes, most people likely live beyond a walkable or bikeable distance from their workplace, contributing to the high reliance on driving and the limited use of active transportation. Although more than one-third of residents have a commute time greater than 30 minutes, about 12% of Clearwater residents have a commute time less than 10 minutes – these shorter trips, if currently taken in a car, could potentially be converted to walk or bike trips of the appropriate infrastructure is provided. Less than 4% of Clearwater residents walk, bike or take transit to work, lower than the countywide average. Approximately 14% of Clearwater residents work from home, less than the countywide average of almost 17%. People working from home may have more flexibility/desire to walk or bike to destinations in their neighborhoods for recreation, exercise or errands. Existing Conditions Assessment June 2025 Page 12 of 65 Table 3: Travel Mode Share Variable City of Clearwater Pinellas County Notes Average Travel Time to Work (min) 23.2 minutes 25.3 minutes 2023 5 Year ACS Percent of Workers with Travel Time to Work > 10 minutes 12.1% 11.4% 2023 5 Year ACS Percent of Workers with Travel Time to Work > 30 mins 33.6% 34.1% 2023 5 Year ACS Workers age 16+ Means of Transportation to Work: Public transportation (excluding cab) 0.8% 0.9% 2023 5 Year ACS Workers age 16+ Means of Transportation to Work: Bicycle/Motorcycle/Taxicab 2.0% 2.4% 2023 5 Year ACS Workers age 16+ Means of Transportation to Work: Walk 1.1% 1.2% 2023 5 Year ACS Workers age 16+ Means of Transportation to Work: Worked from Home 14.2% 16.6% 2023 5 Year ACS Source: 2023 5 Year American Community Survey Data. The Florida Department of Transportation (FDOT) conducted a statewide survey in 2021 related to transportation use (documented here: https://fdotwww.blob.core.windows.net/sitefinity/docs/default-source/planning/customers/2021survey.pdf?sfvrsn=1afde675_4). While the responses are only available at the FDOT district level, people in District 7, which includes the City of Clearwater, reported that about 17.7% walk for travel at least 4 times a week, 9.2% bicycle for travel at least 4 times a week, and about 3.8% use transit at least 4 times a week for travel. These results include all trip purposes, so while commute modes are one indicator of the potential level of walking and bicycling in a community, commute trips represent a small percentage of overall trips people make. Existing Conditions Assessment June 2025 Page 13 of 65 Other Trip Data To assess the relative levels of walking and bicycling in different parts of the city as well as the potential for existing vehicle trips being converted to walking or bicycling trips if a more extensive and safer network of walking and bicycling facilities was provided, data from a model known as Replica was used to assess the relative level of walking and bicycling in different parts of Clearwater, as well as average trip lengths. Replica is a nationwide activity-based travel demand model with detail down to the census block group and local street level. It uses several data sources to inform its model, including connected vehicle, location-based services, and readily available traffic count and transit data. While this model does not represent an absolute number of people walking or biking, it provides a good estimate of the relative level of walking and biking, and trip length information by census tract. Data reflective of activity levels within Clearwater and the surrounding communities reflective of Spring 2024 was used to help inform this analysis. Figure 4 shows the relative level of pedestrian activity by census tract, normalized by the size of the census tract on a square mile basis. Walk trips are the highest near Clearwater Beach, Downtown, along the Gulf to Bay Corridor, with other neighborhood hot spots of activity. Bicycling trips are concentrated in the same areas as pedestrian trips, but with a few additional neighborhoods with higher levels of bicycling activity, as shown on Figure 5. As described previously, most trips in Clearwater are made in an automobile. One of the goals of the plan is to develop a network of active transportation facilities that allow people to walk and bike for more trip purposes. Shorter trips have a greater probability of becoming walking or biking trips, with the proportion of trips that are two miles or less shown on Figure 6 based on the origin of the trip and eight miles or less shown on Figure 7 based on the origin of the trip. Short trips – a mile or less are candidates for conversion to walking trips – especially if there is a direct walking route with other amenities, like shade trees, and if there might be challenges finding a parking space. Longer trips might be candidates for conversion to a bicycling trip. Existing Conditions Assessment June 2025 Page 14 of 65 Figure 4: Relative Level of Pedestrian Trips Per Square Mile Existing Conditions Assessment June 2025 Page 15 of 65 Figure 5: Relative Level of Bicycle Trips Per Square Mile Existing Conditions Assessment June 2025 Page 16 of 65 Figure 6: Relative Level Automobile Trips Less than Two Miles Per Square Mile Existing Conditions Assessment June 2025 Page 17 of 65 Figure 7: Relative Level of Automobile Trips Less than Eight Miles Per Square Mile Existing Conditions Assessment June 2025 Page 18 of 65 Existing Road Types and Facilities This section describes the existing roadway network, including bicycle and pedestrian facilities. This information will help the project team identify opportunities for new and enhanced facilities to include in the plan. This section is divided into the following subsections: • Roadway Network • Bicycle Facilities • Pedestrian Facilities • Transit Facilities • Mobility Trends Road Network The city's transportation network consists of approximately 517 centerline miles of roads and trails, including off-street trails (33 miles) and roads (484 centerline miles). The road network (excluding off-street trails) is categorized into three types of road facilities, arterials (principal and minor), collectors (major and minor) and local streets, excluding limited access facilities. One mile of a single roadway, regardless of the number of lanes, is called a centerline mile. Of the vehicular street network, local streets comprise about 77% of the total mileage, while collectors are about 13% and arterials are about 10% of the roads, with approximately 61 miles of collectors and 51 miles of arterials. The ownership of these streets is divided among three jurisdictions: Florida Department of Transportation (FDOT), Pinellas County, and the City of Clearwater. The city maintains approximately 416 miles of streets, while Pinellas County maintains approximately 43 miles, and FDOT maintains approximately 26 miles. Figure 8 shows the roadway classification in Clearwater. Existing Conditions Assessment June 2025 Page 19 of 65 Figure 8: Clearwater Roadway Network by Classification Existing Conditions Assessment June 2025 Page 20 of 65 Posted Speed Limits One of the key inputs to the level of traffic stress (LTS) analysis, presented in a subsequent section, is the speed at which vehicles are traveling adjacent to a walking or bicycling facility. Speed is one of the biggest factors in the outcome of a collision, as the faster a vehicle is driven, the greater the likelihood that someone will be seriously injured or killed as the result of a collision, with people walking and bicycling being disproportionately hurt or killed. Walking or bicycling adjacent to fast-moving vehicles can also feel uncomfortable to some. A summary of the existing posted speed limits is shown on Table 4 providing the lane miles for each speed category by road classification. Most roadways on the road network have a posted speed limit of 25 mph or less, with local streets the majority of roads in. Collector and arterial roads have higher posted speed limits and comprise a smaller overall percentage of roads. A consideration of where to invest in active transportation facilities and selection of the appropriate facility type is the speed at which people will be driving. On roadways with high travel speeds, a separation or physical barrier between the bicycling or walking facility would be desirable while on a slow speed roadway, less separation may be needed. Table 4: Centerline Miles by Posted Speed Limit and Facility Type Posted Speed Limit Local Collector Arterial Total 20 mph or less 0.9 0 2.21 3.1 25 mph 368.5 14 2.82 385.3 30 mph 2.4 24.5 5.63 32.5 35 mph 1.3 22.2 10.8 34.3 40 mph or higher 0 4.4 37.4 41.8 Total 373.1 65.1 58.8 497.0 Notes: Centerline Miles represent the total length of a given road from a start point to an end point. This mileage does not factor in the total number of lanes or other features, like shoulders and turn lanes. Transportation facilities also include 33 miles of off-street trails, not included in this table. 1. Includes a portion of Cleaveland Street through downtown that is currently closed to vehicles. 2. Arterial roads that have a posted speed of 25 or 30 MPH include, but are not limited to, parts of Ft Harrison Avenue, Gulfview Boulevard, Court Street, Chestnut Street. Source: City of Clearwater, Pinellas County, and FDOT, as summarized by Fehr & Peers, 2025 Existing Conditions Assessment June 2025 Page 21 of 65 Figure 9: Posted Speed Limits Existing Conditions Assessment June 2025 Page 22 of 65 Vehicular Traffic Volumes and Travel Lanes The amount of vehicle traffic and the number of travel lanes on a roadway is also an input to the level of traffic stress analysis. Roadways with higher vehicle volumes increase potential exposure and conflicts between all roadway users, and roadways that have multiple lanes in each direction are typically designed for high levels of peak period travel and usually have excess capacity during off-peak travel times that can encourage people to drive faster than the posted speed limit. Figure 10 shows the average annual daily traffic (AADT) and Figure 11 shows the number of travel lanes for each roadway segment within Clearwater. Existing Conditions Assessment June 2025 Page 23 of 65 Figure 10: Existing Average Annual Daily Traffic Existing Conditions Assessment June 2025 Page 24 of 65 Figure 11: Existing Number of Travel Lanes Existing Conditions Assessment June 2025 Page 25 of 65 Bicycle Facilities This section describes the type and location of existing bicycle facilities in the City of Clearwater, with existing bicycle facilities shown on Figure 12. The map categorizes bicycle facilities into off-street and on-street facility types, with additional information provided below. Off-Street Bike Facilities: This category includes facilities that are separate from the vehicular travel way, including trails and urban trails. Trails are facilities that are separated from the vehicular travel way for use by bicyclists, pedestrians, skaters, wheelchair users, joggers, and other users. Conflicts between trail users and people driving exist at crossing locations. Trails are typically 12-feet wide, with a 2-foot unpaved shoulder on both sides of the trail, but can be reduced to 10 feet when there are right-of-way or environmental conditions, like a mature tree or wetlands area, that preclude a wider path (See Image 1). In areas where there is a high demand for walking and biking, the trail may be wider than 12-feet. The Pinellas Trail is an example of a Trail. Urban Trails are facilities that are separated from the vehicular travel way for use by bicyclists, pedestrians, skaters, wheelchair users, joggers, and other users in an urban environment. They are typically 10-feet wide, with a 6-foot buffer provided between the vehicular travel way and the trail. In more constrained settings and on roadways with a lower posted speed limit (30 mph or less), a minimum of a 2-foot buffer between the vehicular travel way and the trail is permitted. Druid Trail is an example of an existing Urban Trail (Image 2). Urban Trails are also known as Shared Use Paths (SUPs). Image 1: Trail Example (Pinellas Trail) Image 2: Urban Trail Example (Druid Trail) Existing Conditions Assessment June 2025 Page 26 of 65 On-Street Bike Facilities: This category includes on-street bicycle facilities, including cycle tracks, bike lanes, and shared lanes. Cycle Tracks are an exclusive bicycle facility that combines the user experience of a separated path with the on-street infrastructure of a conventional bike lane. There are many different types of cycle tracks, with some common elements. They provide space that is intended to be exclusively or primarily for bicyclists, and are separated from vehicle travel lanes, parking lanes and sidewalks. Cycle tracks can be either one-way or two-way, on one or both sides of a street, and are separated from vehicles and pedestrians by pavement markings or coloring, bollards, curbs/medians or a combination of these elements. Pinellas Trail through Downtown Clearwater is an example of a cycle track (Image 3). Bike Lanes are dedicated, on-road bicycle facilities that are at least 4-feet wide and designated through signage and pavement markings (Image 4). Prior to 2016, the minimum required width for a bicycle lane was 4-feet on FDOT facilities. Since that time, the standards have been updated to reflect a wider range of bicycle facility types, with the guidance to provide the bicycle facilities in the following priority order as conditions permit: 1. 7-foot buffered bicycle lane 2. 6-foot buffered bicycle lane 3. 5-foot bicycle lane 4. 4-foot bicycle lane As roadways undergo periodic resurfacing, there may be opportunities to upgrade on- street bicycle facilities to current standards. Image 3: Cycle Track Example (Pinellas Trail through Downtown Clearwater) Image 4: Bike Lane Example (Drew Street) Existing Conditions Assessment June 2025 Page 27 of 65 Paved shoulders are on roadways that do not have a dedicated bicycle facility or bicycle facility signage, but that have a paved shoulder that’s at least 4-feet wide. Portions of US 19 south of Gulf to Bay Boulevard have paved shoulders. Shared Lane markings are pavement markings indicating that cyclists should be expected in the travel lane (Image 5). They are often used in constrained settings to connect more comfortable facilities when there are limited other options. The sharrow placement is used to direct bicyclists where they should be positioned in the lane, traversing the arrows. The bicycle facility types described above are all currently provided in Clearwater. Other facility types exist in other Florida cities and beyond that could be considered as a part of this ATP, including protected bikeways, separated bike lanes, and buffered bike lanes. Protected bikeways include a physical barrier between the bicycling facility and vehicular travel way, like concrete barriers or parked cars. A separated bikeway is separate from facilities provided for pedestrians; a cycle track is a form of separated bikeway. A buffered bike lane provides a painted buffer between the bicycle lane and the vehicular travel lane. It can also include a low-profile barrier, like a cycle lane separator. Image 6: Shared Lane Marking Example (Gulf Boulevard) Image 7: Protected Bike Lane Example Image 5: Buffered Bike Lane with Cycle Lane Separator Image 8: Painted Buffered Bike Lane Existing Conditions Assessment June 2025 Page 28 of 65 Table 5 shows the number of on-street lane miles of bicycle facilities on the City of Clearwater network, with an additional 33 miles of off-street trails. There are about 24 miles of on-street bicycle facilities, with about 4% being on roadways with posted speed limit of 20-25 mph, 5% on roadways with posted speed limit of 30 mph, 25% on roadways with posted speed limit of 35 mph and 66% on roadways with a posted speed limit of 40 mph or more. Table 5: Lane Miles of On-Street Bicycle Facilities by Posted Speed Limit Facility Type Lane Miles by Posted Speed of Roadway 20 mph or less 25 mph 30 mph 35 mph 40 mph or more Total Shared Lane Markings 0.5 0.5 0.4 0.7 0.8 2.9 Bike Lane (4 ft +) 0.0 0.0 0.7 2.2 14.8 17.6 Paved shoulder (4 ft +) 0.0 0.0 0.0 3.6 0.5 4.1 Buffered Bike Lane 0.0 0.0 0.0 0.0 0.0 0.0 Cycle Track 0.0 0.6 0.0 0.0 0.0 0.6 Urban Trail 1.4 1.5 4.0 0.6 6.6 14.2 Total 1.7 2.6 5.2 6.1 25.0 39.4 Total Lane Miles by Speed 2.7 768.6 60.2 94.3 170.0 1,095.7 Percent of Total Lane Miles by Speed (see Table 4) 0% 70% 5% 9% 16% - Percent of Total On-street Facilities (excludes cycle track and urban trail) 2% 2% 4% 27% 65% - Source: City of Clearwater, Pinellas County, and FDOT, as summarized by Fehr & Peers, 2025 Existing Conditions Assessment June 2025 Page 29 of 65 Figure 12: Existing Bicycle Facilities Existing Conditions Assessment June 2025 Page 30 of 65 Pedestrian Facilities Pedestrian facilities in the region are typically provided by trails, urban trails and sidewalks. However, there are some roadways in the city, primarily in residential neighborhoods, where sidewalks are only provided on one side of the street or not at all, as shown on Figure 13 and summarized in Table 6. Some pedestrian facilities provide separation between the vehicular travel lane and the sidewalk, which can improve comfort for people walking. When sidewalks are present, approximately 68% do not provide any separation from the adjacent travel lane, while 32% do provide some separation, typically a grass strip. Table 6: Miles of Pedestrian Facilities Pedestrian Facility Type City of Clearwater Roads All Roadways (in miles) Sidewalk one side no separation 57.2 76.0 Sidewalk both sides no separation 180.5 185.2 Sidewalk one side with separation 0.1 1.7 Sidewalk both sides with separation 31.4 43.8 Urban Trail 14.2 14.2 Trail 37.4 37.4 Total 320.8 358.3 Source: City of Clearwater, Pinellas County, and FDOT, as summarized by Fehr & Peers, 2025 Sidewalk gaps by roadway classification were assessed, as presented in Table 7, which shows that sidewalk gaps tend to be more prevalent on local roadways, which typically have lower traffic volumes and lower vehicular speeds. Of the roadway network within the city, approximately 38% of streets, or 191 lane miles, do not provide any sidewalks and about 15% only provide sidewalks on one side of the street. Examples of major roads that have some sidewalk gaps include Druid Road, Old Coachman Road, Sunset Point Road, and Drew Street. Existing Conditions Assessment June 2025 Page 31 of 65 Table 7: Sidewalk Gap Miles by Road Classification Facility Type Sidewalk Gap Miles by Roadway Classification Total Local Collector Arterial Sidewalk Missing Both Sides 186.77 4.19 0.15 191.11 Sidewalk One Side 48.72 12.90 11.09 72.71 Total 235.49 17.09 11.24 263.82 Source: City of Clearwater, Pinellas County, and FDOT, as summarized by Fehr & Peers, 2025 Most of the roads without sidewalks within the city boundaries are local streets, with most arterial (99.7%) and collector (93%) roads providing sidewalks on at least one side of the street. While 98% of sidewalk gaps are on local roadways, this can create barriers for people with mobility challenges. While it may not be feasible to construct sidewalks on all local streets during this plan’s planning horizon, local streets where residents would like to have sidewalks and streets with a high volume of vehicle traffic could be prioritized. Addressing gaps in high-pedestrian activity areas can also be prioritized for improving overall mobility and safety. Existing Conditions Assessment June 2025 Page 32 of 65 Figure 13: Existing Pedestrian Facilities – All Roads Existing Conditions Assessment June 2025 Page 33 of 65 Transit Facilities The Pinellas Suncoast Transit Authority (PSTA) serves as the primary public transportation provider for the City of Clearwater and Pinellas County. PSTA operates an extensive transit network that spans approximately 183 miles within Clearwater, covering 36 routes and facilitating around 13,350 daily rides. This network plays a crucial role in providing mobility options for residents, commuters, and visitors, particularly in areas with high pedestrian activity and tourism. In Clearwater, 22 transit stops each see an average daily ridership of over 100 passengers, marking them as key hubs of transit activity. Among the busiest stops are Clearwater Beach Transit Center South, Park Street Terminal, Clearwater Mall, Gulfview Boulevard at 2nd Street, Garden Avenue at Park Street, Fort Harrison Avenue at Court Street, and Memorial Causeway Boulevard at Island Way. These high-ridership locations serve as major commercial, employment, and recreational centers, emphasizing the critical role of public transit in these areas. Given the high demand at these stops, enhancing service frequency, improving accessibility, and strengthening first/last-mile connections can further boost transit efficiency and rider satisfaction. Bicycle and pedestrian infrastructure can play a crucial role in these connections, allowing people to reach transit stops safely and conveniently. Investments in safer crossings, protected bike lanes, and improved sidewalk networks can encourage more people to walk or bike to transit, ultimately increasing ridership and expanding overall accessibility in the region. Existing fixed routes are shown on Figure 14 with the average weekday boardings shown on Figure 15. The City of Clearwater also provides Jolley Trolley and Suncoast Beach Trolley services. The Jolley Trolley operates daily, connecting Clearwater Beach to Tarpon Springs while also linking Downtown Clearwater with nearby cities including Dunedin, Palm Harbor, and Tarpon Springs. All routes are ADA accessible, ensuring inclusivity for all riders. Additionally, interchangeable passes allow Jolley Trolley riders to access the entire Pinellas County transit system, including PSTA buses and the Suncoast Trolley, offering seamless travel throughout the region. The Suncoast Trolley runs from Park Street Terminal in Downtown Clearwater to 75th Avenue at Gulf Boulevard, serving key coastal areas. Operating every 30 minutes, it runs from 5:05 AM to 11:31 PM on weekdays, Sundays, and holidays, with extended service until 12:56 AM on Fridays and Saturdays. In addition to its Gulf Boulevard route, the service includes connector routes linking coastal areas to Downtown St. Petersburg, improving accessibility across the region. The fare for the service is $2.25 per ride, providing an affordable and convenient transportation option for both locals and tourists. Existing Conditions Assessment June 2025 Page 34 of 65 Figure 14: Existing Transit Routes and Stops in Clearwater Existing Conditions Assessment June 2025 Page 35 of 65 Figure 15: Transit Stop Boarding and Alightings Existing Conditions Assessment June 2025 Page 36 of 65 Mobility Trends Micromobility has undergone significant growth and transformation in recent years. It refers to lightweight, often electric-powered vehicles designed for short-distance trips, including electric bikes, electric scooters, and shared mobility services. These vehicles are capable of operating at speeds of 15 to 25 miles per hour, with some performance models capable of operating at even higher speeds. Micromobility services offer an alternative to traditional transportation modes such as cars and public transit. These devices can be either individually owned or part of a sharing service such as Lime and Lyft. Micromobility share programs include electric micromobility devices like e-bikes and e-scooters, as well as bike-share services, which may operate in a dockless or station-based format. For shared systems, users can locate and unlock shared vehicles via smartphone apps, making it easy to access scooters or bikes for short trips. Local governments have implemented regulations and permitting processes to manage these issues and ensure safety for both riders and pedestrians. However, not all jurisdictions in the region have developed ordinances for e-scooters and e-bikes. The City of Tampa, City of St. Petersburg, and City of Clearwater have adopted micromobility ordinances to regulate these services. Additionally, Forward Pinellas conducted a knowledge exchange series on micromobility in July 2021, emphasizing the benefits of micromobility share programs and identifying steps to address the challenges associated with integrating micromobility into the transportation network. E-bikes and e-scooters, whether privately owned or shared, travel at higher speeds than traditional bicycles and scooters, which can create safety risks due to speed differentials. E-bikes, in particular, can be significantly heavier than conventional bicycles, increasing the potential severity of injuries or fatalities in collisions between pedestrians, cyclists, or other micromobility users. The Active Transportation Plan will consider these competing demands on the existing and planned infrastructure for walking and bicycling. Low Speed Vehicles (LSVs) are also emerging as a popular travel choice in some communities. These are typically street-legal, four-wheeled vehicles designed for speeds up to 25 mph, typically electric, and intended for use on roads with speed limits of 35 mph or less. While LSVs can enhance mobility by offering an affordable and sustainable transportation option, especially for short trips within communities, they are not included in this study due to their differences from micromobility devices. Existing Conditions Assessment June 2025 Page 37 of 65 Collision Analysis Reported crash data was obtained from the Crash Data Management System (CDMS) which is maintained by FDOT to assess crash trends within the city. Since 2024 data is not fully finalized, 5-years of data representing 2019-2023, plus data available from 2024 was used for this analysis. A summary of the crashes by year is provided in Table 8. Between 2019 and 2024, there were approximately 21,000 reported crashes, an average of around 3,500 crashes a year. Most (79%) crashes did not result in any reported injuries. A serious injury was reported in about 2.6% of all crashes, and 0.3% of all crashes resulted in a fatality. The highest number of fatal and severe injury crashes occurred in 2021, and the current number of fatal and severe injury crashes is higher than the pre-pandemic year. Table 8: Crash Summary by Year (2019 to 2024) Year No Injury Injury Serious Injury Fatality Total 2019 3,137 (80.8%) 660 (17%) 73 (1.9%) 12 (0.3%) 3,882 2020 2,464 (80.7%) 521 (17.1%) 66 (2.2%) 4 (0.1%) 3,055 2021 2,924 (79.5%) 644 (17.5%) 93 (2.5%) 19 (0.5%) 3,680 2022 2,814 (78.9%) 677 (19%) 66 (1.9%) 9 (0.3%) 3,566 2023 2,731 (78.6%) 642 (18.5%) 90 (2.6%) 13 (0.4%) 3,476 2024 2,726 (76.1%) 689 (19.2%) 154 (4.3%) 13 (0.4%) 3,582 Total 16,796 (79.1%) 3,833 (18%) 542 (2.6%) 70 (0.3%) 21,241 Source: CDMS; Fehr & Peers, 2025. Existing Conditions Assessment June 2025 Page 38 of 65 It should be noted that: • Some KSI crashes (crash which results in a fatality or severe injury) may be underreported because not all serious injuries are visible or immediately felt (i.e., brain injuries, internal organ damages). • Fatalities that are reported within 30 days of the crash are recorded as a fatal crash; fatalities that are reported more than 30 days after the crash are not recorded as a fatal crash. • There may be underreporting of non-injury crashes that involve people walking or bicycling. • Bicyclists and pedestrian data generally do not include injuries that might be sustained while using the transportation system if a vehicle was not involved. For example, a pedestrian that trips and is injured might not be included, and a bicyclist that falls off their bike and hits their head on the curb, if that fall was unrelated to a vehicle activity, may not be included in crash report data. A bicyclist who hits a pedestrian also would not be included in the dataset. Crashes by mode are summarized in Table 9, which shows that while most crashes involved people only in vehicles, crashes involving bicyclists, pedestrians and motorcyclists tend to be overrepresented in crashes that result in a severe injury or fatality. For example, pedestrians are involved in 2.7% of all crashes and 16% of crashes that result in a severe injury or fatality, while motor vehicles only are involved 93.6% of all crashes, but only 64.1% of those that result in a severe injury or fatality. Crash trends by the characteristics of the roadway system were also reviewed, with the number of crashes involving a person walking or bicycling increasing as the number of vehicular travel lanes and the traffic volumes increases. There are many factors that contribute to this trend, such as: • Roadways with high traffic volumes and multiple travel lanes tend to serve commercial corridors where transit is operated, and there is a high density of destinations. • Multi-lane roadways tend to have higher posted speed limits (40+) and higher speed vehicle traffic that can increase crossing distance of roadways, increasing the exposure of people walking and bicycling to conflicts with vehicles, and increasing the reaction time of a person driving to react to someone crossing the roadway. Existing Conditions Assessment June 2025 Page 39 of 65 Table 9: Crash Summary by Mode (all roads – 2019 to 2024) Mode No Injury Injury Serious Injury Fatality Total Percent of all Crashes % of KSI Crashes % of Crashes resulting in KSI Bicycle 111 236 49 4 400 1.9% 8.7% 13.3% Pedestrian 135 334 73 25 567 2.7% 16.0% 17.3% Motorcycle 118 185 64 21 388 1.8% 13.9% 21.9% Motor vehicles (including trucks) 16,432 3,078 356 20 19,886 93.6% 61.4% 1.9% Total 16,796 3,833 542 70 21,241 Source: CDMS; Fehr & Peers, 2025. A heat map showing the locations within the City of Clearwater with the total number of reported crashes and location of bicycle pedestrian KSI crashes are also mapped as shown on Figure 16. To identify which streets have the highest concentration of crashes involving people walking or bicycling, as well as crashes that result in a severe injury or fatality, a City of Clearwater High Injury Network (HIN) was identified based on the crash data shown on Figure 16. Data inputs to this analysis include the roadway network described previously, crash severity weighting, which weights a crash resulting in a severe injury or fatality higher than one with no reported injuries, and a collision mode rating, where all crashes involving a person walking, bicycling, or riding a motorcycle were weighed by a factor of 3. The factor, while based on local data, is in-line with weight factors used by other jurisdictions in the development of their HINs. A sliding window technique was used to develop the HIN, which is presented on Figure 17. Existing Conditions Assessment June 2025 Page 40 of 65 Figure 16: Pedestrian and Bicyclist KSI Crash Locations and Crash Heat Map (2019 – 2024) Existing Conditions Assessment June 2025 Page 41 of 65 Figure 17: High Injury Network Map Existing Conditions Assessment June 2025 Page 42 of 65 The resulting HIN is approximately 23 miles long and reflects about 4.6% of the centerline miles in the city. Approximately 60% of all fatal crashes and 68% of fatal and severe pedestrian crashes and 45% percent of fatal and severe bicyclist crashes occur on this network. Potential ATP projects on the HIN will need to incorporate additional safety features. The HIN statistics are summarized in Table 10. Table 10: Clearwater High Injury Network (HIN) Statistics All Roadways* Preliminary City HIN HIN % All Roadways Centerline miles 495.8 22.65 4.6% All collisions 21,241 9,055 42.6% Fatal Crashes 70 42 60.0% KSI (All modes) 612 329 53.8% Ped KSI 98 67 68.4% Bike KSI 66 30 45.5% Motorcycle KSI 88 45 51.1% Source: CDMS, Fehr & Peers. Notes: * Excluding access-controlled facilities Existing Conditions Assessment June 2025 Page 43 of 65 Level of Traffic Stress To evaluate where new and enhanced walking and bicycling facilities could encourage more people to walk and bike within the City of Clearwater, a Level of Traffic Stress (LTS) analysis was conducted to assess the comfort for people bicycling and walking on and along roadways within the region. A technical memorandum was prepared to document the LTS Methodology and is provided as Attachment B. Level of Traffic Stress scores should not be construed as a predictor of facility use by people walking and bicycling. Area demographics and land uses along a corridor are better predictors of the volume of walking and bicycling that does and could occur. For example, in a low-density area where land uses are spread apart and most people have access to a vehicle, people may walk or bicycle for recreational purposes in the area, but not as a primary mode of travel. Conversely, in areas where complementary uses are within proximity and people have less access to vehicles, walking and bicycling activity is typically higher, even when low stress facilities are not available. Existing Conditions Assessment June 2025 Page 44 of 65 Bicycle Level of Traffic Stress Inputs to the Bicycle Level of Traffic Stress (BLTS) analysis generally include: • Type of bicycle facility present • Number of vehicular travel lanes • Speed limit of the roadway • Traffic volumes on the roadway BLTS scores of 1 and 2 generally represent lower stress facilities than many people feel comfortable riding a bike on, while BLTS 3 and 4 facilities are generally more stressful for people to use. Additional details are provided in the methodology memorandum. Trails, urban trails and cycle tracks are the least stressful bicycle facility type in the region, with paved shoulders and roadways with no bicycle facilities being the most stressful of roadways. A visual depiction of the BLTS ratings is shown on Image 9. Existing Conditions Assessment June 2025 Page 45 of 65 Image 9: Visual Depiction of Bicycle Level of Traffic Stress Results of the existing conditions BLTS analysis are summarized in Table 11 and presented on Figure 18. While most roads in Clearwater are fairly low stress for bicycling, they tend to be on local residential streets with barriers where the neighborhood streets intersect with collector and arterial roads. To provide lower stress connectivity between neighborhoods and various destinations, there are opportunities to identify locations for new marked and controlled crossing locations at high stress crossings, as well as enhancements to existing crossings. Existing Conditions Assessment June 2025 Page 46 of 65 Table 11: Existing Bicyclist LTS Score by Bicycle Facility Type (in miles of facility) BLTS Score Trail Urban Trail On-Street Facility No Bicycle Facility Total Facility 1 37.4 14.2 1.8 0.0 53.4 2 0.0 0.0 0.0 365.8 365.8 3 0.0 0.0 8.9 65.4 74.2 4 0.0 0.0 15.2 47.3 62.5 Total 37.4 14.2 25.8 478.4 555.9 Source: Fehr & Peers, 2025 Existing Conditions Assessment June 2025 Page 47 of 65 Figure 18: Existing Bicycle Level of Traffic Stress Existing Conditions Assessment June 2025 Page 48 of 65 Pedestrian Level of Traffic Stress Inputs to the Pedestrian of Level of Traffic Stress (PLTS) analysis generally include: • Type of pedestrian facility present • Distance between pedestrian facility and vehicular travel way • Number of vehicular travel lanes • Speed limit of the roadway • Traffic volumes on the roadway PLTS scores from one to five, with a PLTS 1 rating, represents the lowest stress facility and primarily includes trails, urban trails, and streets with sidewalks on both sides of the street as well as low volume and low speed vehicle travel. A PLTS 5 rating was reserved for high volume/high speed roadways with no pedestrian facilities. Local streets without sidewalks with a posted speed of 25 mph or less and a daily traffic volume of 3,000 vehicles or less were assigned a PLTS of 3, as in many neighborhoods, some people feel comfortable walking in the street. More information about the PLTS methodology can be found in Attachment B and a graphic depiction of the PLTS scoring is shown on Image 10. Existing Conditions Assessment June 2025 Page 49 of 65 Image 10: Visual Depiction of Pedestrian Level of Comfort Table 12 summarizes the miles of pedestrian facilities by PLTS score and Figure 19 displays the PLTS scores for pedestrian network within the City of Clearwater. There is a higher percentage of lower stress (PLTS 1 or 2) pedestrian facilities than bicycle facilities, with about 55% of the facilities rated as PLTS 1 or 2. As previously mentioned, PLTS does not always correlate with where people are currently walking. Filling gaps, particularly on high stress facilities where people are already walking could be a good opportunity to improve pedestrian comfort in the region. Existing Conditions Assessment June 2025 Page 50 of 65 Table 12: Existing Pedestrian Level of Traffic Stress by Pedestrian Facility Type (in miles of facility) PLTS Trail Urban Trail Sidewalks Both Side Sidewalks One Side No Sidewalks Total 1 37.4 14.2 17.7 8.2 0.0 77.6 2 0.0 0.0 173.4 58.9 0.0 232.4 3 0.0 0.0 34.6 8.2 146.1 188.9 4 0.0 0.0 3.1 2.5 25.4 31.0 5 0.0 0.0 0.0 0.0 26.1 26.1 Total 37.4 14.2 228.9 77.8 197.6 555.9 Source: Fehr & Peers, 2025 Existing Conditions Assessment June 2025 Page 51 of 65 Figure 19: Existing Pedestrian Level of Traffic Stress Existing Conditions Assessment June 2025 Page 52 of 65 Travel Access Analysis A travel access analysis was conducted to identify locations in the City of Clearwater that have a high level of access to a variety of destinations via low stress walking and bicycling facilities, and parts of the city that may have high levels of access, but only on high-stress facilities. Analysis results can help guide where lower stress walking and bicycling facilities could be provided. The travel access analysis considered how accessible a variety of key destinations are from the surrounding area, with the following destination types considered key locations: • Public Schools • Transit Facilities, such as PSTA Stops • Parks, including neighborhood parks and regional parks • Jobs • Shopping, including grocery stores • Healthcare Facilities The distance that an average person might be able to bicycle within different time periods was based on an average biking speed of 7 miles per hour, meaning that it would take an average person about 30 minutes to travel 3.5 miles on their bicycle. For walking access, an average walking speed of 3 miles per hour was used. For this analysis, the travel speed also includes time spent waiting to cross the street at signalized and unsignalized crossings. Some people may bike or walk faster or slower than the averages, with these speeds selected for planning purposes. For each destination type, the areas that could be reached within 5 minutes, 6 to 15 minutes, and 16 to 30 minutes were assessed. Where there are sidewalk gaps, it was set as a walking barrier with no walking trips able to pass by the area without a sidewalk. A similar barrier was not applied for bicycle travel. With all land uses combined, the allowable score ranges from 0 to 6. The results shown on Figure 20 for bicycling accessibility and Figure 21 for Existing Conditions Assessment June 2025 Page 53 of 65 pedestrian accessibility, meaning that the higher the total accessibility score the, the higher the level of access via bicycling and walking. Additional information about the technical approach to calculating travel access is provided in Attachment C. To account for the comfort of bicycling and walking facilities provided, the underlying BLTS and PLTS rating were then factored into the analysis. Based on the stress of the routes, a score was assigned to assess the overall comfort of bicycling and walking to various destinations within the region. Areas that are either inaccessible or only accessible via high stress networks received a lower score than areas that are accessible via lower stress networks, with the results shown on Figure 22 for bicycling accessibility and Figure 23 for pedestrian accessibility. Roadways were rated with one of four scores: • High Access and Low Stress – these are roadways where there are many destinations within the travel buffers (above average access score), and the route is comfortable (average BLTS/PLTS score of 2 or better). • Low Access and Low Stress – these are roadways where there are not that many destinations within the travel buffers (lower than average access score), but the route is comfortable (average BLTS/PLTS score of 2 or better). • High Access and High Stress – these are roadways where there are many destinations within the travel buffers (above average access score), but the route is uncomfortable (average BLTS/PLTS score greater than 2). • Low Access and High Stress – these are roadways where there are not that many destinations within the travel buffers (lower than average access score), and the route is uncomfortable (average BLTS/PLTS score greater than 2). Existing Conditions Assessment June 2025 Page 54 of 65 Figure 20: Existing Bicycle Accessibility Score Existing Conditions Assessment June 2025 Page 55 of 65 Figure 21: Existing Pedestrian Accessibility Score Existing Conditions Assessment June 2025 Page 56 of 65 Figure 22: Existing Bicycle Access and Comfort Summary Existing Conditions Assessment June 2025 Page 57 of 65 Figure 23: Existing Pedestrian Access and Comfort Summary Existing Conditions Assessment June 2025 Page 58 of 65 Planned Facilities As a starting point to the identification of new active transportation facilities in the city, numerous sources were reviewed, including the 2006 Clearwater Bicycle and Pedestrian Master Plan, the Forward Pinellas Active Transportation Plan, Clearwater 2045, the city’s Comprehensive Plan, and the Capital Improvement Plan. Many of the facilities identified in the 2006 bike plan have either been implemented or are reflected in the Forward Pinellas Active Transportation Plan. The Comprehensive Plan does not identify proposed bicycle facilities. Since the Florida Department of Transportation and Pinellas County have facilities that run through Clearwater, their planned projects were also reviewed. Based on this review, an initial list of planned bicycling projects was identified, with these potential projects mapped on Figure 24, in combination with the existing facilities. As a part of this planning process, previously identified facilities that may no longer be feasible or desired will be removed from the map, and new projects will be added based on feedback received throughout this process. Forward Pinellas Regional Active Transportation Plan Forward Pinellas maintains a Regional Active Transportation Plan that identifies the provision of new trails and other bike facilities throughout the county, including Clearwater. This plan is updated every few years with opportunities for local agencies to provide feedback. This map, in conjunction with other planned or known projects, will serve as a starting point for identifying potential enhancements to already planned projects, elimination of planned projects if they are determined to not be feasible or no longer desired by the community, and the identification of new projects. The Forward Pinellas ATP also includes a potential trail along the CSX Clearwater Subdivision. This rail line extends from Tampa to St. Petersburg. In 2015, CSX proposed selling the right-of-way to FDOT for conversion to commuter rail. Currently, one train per day, known as the Clearwater Switcher, operates on the corridor, serving industrial uses along the corridor and providing storage for train cars. It is not expected that the rail line will be vacated in the immediate future or if the funds would be available to purchase the right-of-way from CSX. As such, this potential trail alignment may be removed from the near-term network. Existing Conditions Assessment June 2025 Page 59 of 65 Capital Improvement Plan Several potential projects are identified in the City’s capital improvement plan (CIP) that could add pedestrian and bicycling facilities. As project details are finalized, they will be added to the appropriate maps. Projects include: • Fort Harrison Reconstruction (C2102): This project provides funding for the design and reconstruction of the Fort Harrison Ave. corridor from the apex at Fort Harrison Ave. and Myrtle Ave. (north) to Belleair Rd. (south). This project will replace all major underground infrastructure including water, sewer, reclaim, storm drainage and roadway features where feasible as well as enhanced streetscaping to encourage pedestrian use and increase pedestrian safety through Downtown Clearwater. The installation of bike lanes and landscape islands, where feasible, is proposed as a part of the reconstruction project. • Nash Street (C2407): The project encompasses Nash, Marywood, Shelley, Chaucer, Whitman, and Fernwood Avenues. This neighborhood has limited sidewalk connectivity and the project proposes new sidewalks throughout the entire neighborhood. • Osceola Avenue Streetscape (C2408): This project provides for subsurface utility infrastructure replacement/upgrade to accommodate proposed development of the Bluff properties and significant streetscape changes to better accommodate pedestrian traffic in the area during large events in the adjacent Coachman Park. The installation of bike lanes and landscape islands, where feasible, is proposed as a part of the reconstruction project. • Streets and Sidewalks (ENRD180004): This project provides continuous maintenance to prevent deterioration of city streets and sidewalks in the right-of-way. The scope of work includes milling and resurfacing, pavement markings, and providing for the maintenance, repair and replacement of existing sidewalks, ADA ramps and curbs, and construction of new sidewalks/ADA upgrades throughout the city on an as needed basis. • City-Wide Intersections Improvement (ENRD180005): This project provides funds to improve traffic flow and safety by increasing the capacity of roadway corridors and improving their functionality. Intersection improvements may include adjustments to radii, right tun lanes, and minor channelization. • Traffic Signals (ENRD180006): Provides for renovation of substandard signalized intersections, software and communication infrastructure to meet standards set by Federal and State mandates to increase safety and reduce liability; relocating traffic signal equipment due to road widening or intersection improvements; new traffic signals installed at previously unsignalized intersections that meet traffic signal warrants and/or replacement of span wire with mast arms to improve resiliency; and installation of RRFBs (Rectangular Rapid Flashing Beacons) or other pedestrian flashers that meet warrants. Existing Conditions Assessment June 2025 Page 60 of 65 Florida Department of Transportation (FDOT) FDOT currently has several projects under construction, under design or in the planning stages that could improve walking and biking within Clearwater, connecting to other communities, including. • SR 60 Courtney Campbell Causeway Pedestrian Overpass (437498-1-52-01): This project will build a pedestrian/ bicycle overpass over SR 60 (Gulf to Bay Boulevard) east of Bayshore Boulevard, connecting the Bayshore trail and the Courtney Campbell trail in eastern Pinellas County. Construction is expected to be completed in late 2026. Image 11: SR 60 Courtney Campbell Causeway Pedestrian Overpass Rendering (Source: FDOT) • Drew Street, Phase One, (SR 590) Repaving from Osceola Avenue to US 19 (445681-1-52-01): This project will repave Drew Street between Osceola Avenue and US 19 in Pinellas County. The area between Osceola and Keene will be restriped to create a two-lane roadway with wider sidewalks and bike lanes. The project is currently in the design phase. Construction is anticipated to begin in summer 2026. See FDOT project website for more information. Existing Conditions Assessment June 2025 Page 61 of 65 • Drew Street, Phase Two, (SR 590) Pedestrian crossing improvements Osceola Avenue to west of US 19 (445681-1-32-01): This project will install pedestrian crossing improvements between Belcher Avenue and Fernwood Avenue. • SR 60 (Gulf to Bay Boulevard) Intersection improvement at Old Coachman Road (449398-1-52-01): This project will improve the intersection of Gulf to Bay Boulevard and Old Coachman Road to better accommodate pedestrians and bicyclists using the Duke Energy Trail crossing at this location. Construction is anticipated to be completed in summer 2025. • State Route 60 (Court Street) From Shore Drive to Rocky Point and SR60/Gulf to Bay Boulevard at Belcher Road (Ad# 25705): As of March 2025, FDOT has selected a consultant team to lead a planning process for this corridor to identify short-, mid-, and long-term improvements to enhance safety, improve mobility, and expand multimodal options throughout the corridor. As this project effort is just starting, there are opportunities for ATP to inform this planning process. Existing Conditions Assessment June 2025 Page 62 of 65 Figure 24: Planned Bicycle Facilities Existing Conditions Assessment June 2025 Page 63 of 65 Public Participation Community outreach and engagement is a critical component of the City of Clearwater Active Transportation Plan (ATP) for both informing the public and key stakeholders about the effort and for soliciting their feedback. The public engagement plan is provided in Attachment D and summarized below. Outreach and engagement are primarily focused on four different groups. • Technical Committee comprised of staff from a variety of departments within Clearwater: o Project status updates were provided at regular intervals to the technical committee. Opportunities for more in-depth feedback and comments will be offered during project workshops. Feedback received during these status update meetings and workshops will be considered and incorporated into the overall project. o The TAC members were briefed biweekly on key project updates. o The first set of TAC meetings were held in December 2024 and feedback from the TAC has been incorporated into the base mapping and overall approach. • Stakeholder Engagement comprised of community members, staff from other agencies, and members of advocacy groups: o This diverse committee provides guidance on a list of projects that have support for staff, elected officials and the community. The stakeholder identified for the project included members of existing city committees, disability advocates, bicycling and pedestrian advocates, school district representatives, and others who have unique insight that will be valuable to plan preparation and project identification. Two stakeholder meetings will be conducted throughout the length of the project. The first stakeholder meeting was conducted in February and the second would be conducted in late September.  The first meeting introduced the overall project, specific tasks, and public engagement strategies (February 2025).  The second meeting will be used to help refine a future year network (planned for May / June 2025) and to help refine the project prioritization criteria. Existing Conditions Assessment June 2025 Page 64 of 65  The third will be used to review the draft plan before it is shared with the General Public. • General Public: o Public engagement will take place through online surveys, interactive GIS-based maps, and community workshops to gather input from residents. A detailed summary of the first public engagement effort is provided in Attachment E.  Throughout the project, two community workshops will be held—one in April and another in June or July. The first workshop will focus on confirming the extent of the existing active transportation network, collecting feedback on areas where residents would like to see improved walking and biking facilities, and sharing preliminary findings from the existing conditions analysis.  The second workshop will present the draft active transportation network and project list, allowing participants to provide feedback and comments for incorporation into the draft plan. Additionally, the second workshop will seek input on prioritization criteria to ensure the final recommendations align with community needs. • City Council meeting: o Throughout the entire length of the project three city council presentations will be developed and delivered including one council workshop, one work session and one regular meeting for approval. The first Council Workshop is scheduled for July 7, 2025. Existing Conditions Assessment June 2025 Page 65 of 65 Next Steps Based on the existing conditions analysis and feedback from the public, the next steps include: • Identification of a draft active transportation network, that includes a mixture of project types, including those that can be implemented with low cost and quick build treatments. • Prioritization of projects based on prioritization criteria to be developed in consultation with the City Council. • Development of concept plans for the top ten projects, including a mixture of corridor, intersection and quick build opportunities. • Development of planning level cost estimates for the top ten projects. Existing Conditions Active Transportation Plan Technical Attachments Prepared for: City of Clearwater Prepared June 2025 Attachment A: Policy Review Draft Memorandum Date: June 17, 2025 To: Richard Hartman, City of Clearwater From: Kathrin Tellez, Fehr & Peers Subject: Active Transportation Plan Policy Review Introduction To support the development of the City of Clearwater Active Transportation Plan (ATP): Connecting Clearwater, a review of relevant plans and policies from the city, county, Forward Pinellas and the Florida Department of Transportation (FDOT) was conducted to flag potential barriers to plan implementation and identify policy guidance that could be incorporated into the ATP. This review was conducted through the lens of the Active Transportation Plan key objectives: 1. Identify a citywide low-stress active transportation network that complements other travel modes, especially transit, supports future land use patterns, and connects to active transportation facilities in adjacent communities. 2. Improve transportation safety outcomes for vulnerable road users, including pedestrians, bicyclists, and other non-auto transportation system users. 3. Develop a feasible project list that can be implemented as standalone projects, as a part of other planned transportation system improvements, or as a part of the development process, that can be integrated with the 2045 Comprehensive Plan and the Advantage Pinellas Active Transportation Plan (2024). This review was also used to identify potential walking and biking projects that can serve as a starting point for a future year network, to identify if there are potential policy conflicts or regional needs that could be addressed through the preparation of this plan, and to identify how Policy Review June 17, 2025 Page 2 of 23 the preparation of this Active Transportation Plan can support other statewide, regional, or local goals and policies. A summary of the findings of this review will be incorporated into the Existing Conditions report. Document Review The following City of Clearwater documents were reviewed: • Clearwater 2045 | Comprehensive Plan • Shifting Gears: Bicycle and Pedestrian Master Plan • Clearwater Downtown Redevelopment Plan • Complete Streets for Clearwater Implementation Plan • US 19 Zoning District and Corridor Plan • Beach by Design: A Preliminary Design for Clearwater Beach and Design Guidelines. • Various land development codes The following Pinellas County documents were reviewed: • PLANPinellas: Countywide Comprehensive Plan The following Forward Pinellas Documents were reviewed: • Countywide Plan • Advantage Pinellas (2050 Long Range Transportation Plan) • Advantage Pinellas Active Transportation Plan • Complete Streets Grant Program • Bike Share Feasibility Study • Safe Streets Pinellas • SR 60 Corridor: Multimodal Implementation Strategies City of Clearwater Various city documents highlight the need and set the policy framework for enhancing bicycling and pedestrian facilities within the city, and improving transportation safety outcomes for Policy Review June 17, 2025 Page 3 of 23 people walking and biking. The following highlights some of the key policies and opportunities from the plans reviewed. Clearwater 2045 | Comprehensive Plan (2024) The mobility chapter of the city’s Comprehensive Plan articulates key policies that are aimed at: • Expanding options for alternative forms of travel, including transit use, walking, and biking • Improving travel safety and accessibility for system users • Supporting improved connectivity and reinvestment in Downtown, in activity centers along US 19, and along key multimodal corridors • Maximizing capacity on the existing transportation network To achieve these outcomes, goals and policies have been established to help guide the project development and decision-making process. Relevant goals are summaries below: • Goal M1: Transportation System: Provide a convenient, efficient, and interconnected transportation system that is safe and equitable for all users, expands opportunity, and improves access to local and regional destinations. • Goal M2: Multimodal Mobility: Increase transportation alternatives to lessen dependence on single occupancy vehicle trips by expanding multimodal travel options. The Comprehensive Plan highlights active transportation and micromobility as key priorities, aligning goals and policies that emphasize walking, biking, and micromobility as essential modes of travel. Promoting these modes not only encourages a more active lifestyle but also offers significant benefits to the City of Clearwater, including reduced roadway congestion and crash exposure, lower greenhouse gas emissions, and increased economic activity in downtown, Clearwater Beach, and activity centers across the city. Throughout the plan, bicycle and pedestrian improvements are prioritized to reduce vehicle miles of travel (VMT) and position these modes as viable and attractive alternatives to driving. • Policy M 1.1.1: Preserve and protect existing and future transportation corridors. • Policy M 1.1.2: Continue to monitor transportation conditions in the city, including roadway level of service, active transportation, and travel safety by user group. • Policy M 1.1.4: Expand alternative transportation strategies to address seasonal congestion. • Policy M 1.1.9: Consider implementing a multimodal screening tool to evaluate multimodal elements, such as sidewalks, bike lanes, or transit access, during the review of site plans or future land use or zoning amendment applications. Policy Review June 17, 2025 Page 4 of 23 • Policy M 1.1.10: Analyze impacts of roadway design on the ability to evacuate populations during emergencies. • Policy M 1.1.12: Study the use and effects of micromobility within the city and use the findings to prioritize future projects and programs. • Policy M 1.1.13: Support educational and outreach initiatives to promote safe travel behavior and increase public awareness of alternative forms of transportation, including transit, active transportation, and micromobility. • Policy M 1.1.14: Evaluate opportunities to re-establish a transportation grid and improve pedestrian connectivity. • Policy M 1.2.1: Consider conducting a needs assessment to inventory and assess mobility needs of city residents. • Policy M 1.2.4: Support the creation of expanded transportation service options and types to service traditionally underserved neighborhoods. • Policy M 1.3.1: Address travel safety and utilize the Federal Highway Administration’s Safe System elements as part of all transportation planning, complete streets, active transportation, and transit planning processes. • Policy M 1.3.4: Focus improvements to the transportation network on those High- Injury Network (HIN) roadways as found within the Safe Streets Pinellas Action Plan. • Policy M 1.3.5: Continue to provide access to residential, commercial, and recreational areas by providing direct routes such as continuous trails and sidewalks between destinations to minimize potential conflicts between pedestrians and motor vehicles. • Policy M 1.4.6: Create standards for bicycle parking in new development or redevelopment. • Policy M 1.6.2: Support improvements to enable increased use of transit, walking, and cycling for a greater percentage of overall travel and reduce the number and length of vehicle trips. • Policy M 2.1.5: Utilize pilot or quick-build projects on roadways to analyze the operational effects of complete streets techniques. • Policy M 2.1.6: Improve access, safety, and walkability through the provision of improved pedestrian and bicycle connections and enhanced transit accommodations. • Policy M 2.1.8: Develop a program to prioritize the use of the city trails as alternative modes of transportation to help reduce vehicle trips and miles traveled. Policy Review June 17, 2025 Page 5 of 23 • Policy M 2.1.9: Continue exploring options to expand the operational hours and safety measures of the Pinellas Trail to allow for increased usage. • Policy M 2.2.1: Prioritize capital investments to support walking, biking, and micromobility that connect city neighborhoods to Downtown, Clearwater Beach, and commercial areas. • Policy M 2.2.2: Prioritize pedestrian safety along sidewalks and crosswalks through solutions such as better lighting, pedestrian scrambles, rectangular rapid flashing beacons (RRFBs), leading pedestrian intervals, and raised crosswalks. • Policy M 2.2.3: Continue to implement the pedestrian and bicycle improvement policies and design guidelines set forth in Beach by Design: A Preliminary Design for Clearwater Beach and Design Guidelines. • Policy M 2.2.4: Update the city’s Shifting Gears: Bicycle and Pedestrian Master Plan, building on the research and analysis conducted to support the Advantage Pinellas: Active Transportation Plan. • Policy M 2.2.6: Use the Parks and Recreation System Master Plan to guide development of new and enhance existing trail systems throughout the city. • Policy M 2.3.4: Coordinate with partner agencies to increase micromobility options for aging populations. • Policy M 2.3.5: Prioritize capital investments that support transit use and improve transit stop accessibility. • Policy M 2.3.8: Promote more intense, walkable, and transit-supportive forms of development along corridors identified as Multimodal Corridors and Future Transit Corridors on the Countywide Plan Map. There are some policies that could potentially conflict with the provision of new and enhanced walking and bicycling facilities, such as Policy M 1.1.1, Preserve and protect existing and future transportation corridors. While this policy could suggest a desire to maintain the level of transportation network devoted to private vehicles at the current level, or expand that network. For potential projects that might require expanding into space currently used by vehicle travel, the potential for trade-offs between non-motorized and motorized travel will need to be considered. There is also the potential to create walking and bicycling facilities that can be dynamic in the event of an emergency (Policy M 1.1.10). For example, some communities are exploring innovative bicycle facility designs that can be converted to emergency vehicle access lanes, or even general purpose evacuation lanes when needed, but then serve active transportation needs within the community under normal conditions. Policy Review June 17, 2025 Page 6 of 23 Shifting Gears: Bicycle and Pedestrian Master Plan (2006) Shifting Gears: Bicycle and Pedestrian Master Plan was completed in 2006, and many of the projects identified in that plan have been constructed or have been incorporated into the regional Active Transportation Plan (Forward Pinellas). The vision articulated in the plan is: The City of Clearwater seeks to increase overall mobility and wellness by providing an integrated non-motorized network of bicycle and pedestrian facilities throughout the city for the purposes of recreation, conservation, education, transportation, and economic development. Supporting this vision, the City developed four goals with objectives for implementation. The goals include: • Engineering: Enhance our existing transportation network and accommodate non- motorized users through infrastructure modifications to roadways, trails, sidewalks, and crosswalks for bicycling and walking. • Education: Create and implement educational and safety programs that support bicycling and walking. • Enforcement: Ensure the physical safety of our users. • Encouragement: Encourage and promote more walking and bicycling in the City of Clearwater. This plan includes analysis of bicycle and walking demand for the municipality using commercial, social/recreation, and school demand using Transportation Analysis Zone data. The results of this analysis indicate the greatest demand for bicycling within the center of the city and for walking within the downtown core, and along Gulf-to-Bay Boulevard (SR 60) near Belcher Road. The City of Clearwater recognizes the importance of expanding bicycle and pedestrian infrastructure. The Planning and Development Department regularly uses the data contained in the Shifting Gears Plan. The updated plan will include an assessment walking and bicycling in Clearwater in 2025, as well as an update of the bicycle and pedestrian facilities inventory and projects status list. Clearwater Downtown Redevelopment Plan (2018) The Clearwater Downtown Redevelopment Plan, adopted in 2018, outlines a long-term vision for enhancing the downtown area and serves as the land use plan through its designation as a Special Area Plan. Recognizing the importance of bicycle and pedestrian facilities, the plan highlights existing gaps and incorporates supportive policies within its Accessibility and Urban Design goals to address these needs. The boundaries of the downtown planning area generally Policy Review June 17, 2025 Page 7 of 23 are Highland Avenue to the east, Court Street to the south, Clearwater Harbor to the west and Drew Street to the north. One of the guiding principles of the plan is to create a downtown that is “primarily pedestrian”. Providing a network of safe and comfortable bicycle facilities for people of all ages and abilities is identified as the first step toward encouraging people to walk and bike in Downtown. The bicycle and pedestrian plan for the Downtown area focuses on two major principles: utilizing the existing facilities and removing barriers in the existing bicycle network system. There are opportunities to improve the bicycle and pedestrian system through other design features and non-capital improvement projects in addition to more substantial projects. The plan identified on-street bicycle facilities, including urban trail connections, bike lanes, sharrows, and buffered bikeways. The need to provide supportive end-of-trip facilities, such as secure bicycle parking, was also identified. Proposed projects and strategies include: • Improving bicycle facilities at Park Street Terminal and bus stops. • Installing bicycle parking at bus stops. • Offering secure bicycle parking at transit nodes (e.g., bike racks, covered parking, and lockers). • Establishing bicycle rental systems near transit centers. A bicycle-sharing program would offer an affordable and convenient alternative to driving for short trips by allowing users to rent bikes from one station and return them to another for a small fee. Enhancing Downtown’s bike facilities, particularly the Memorial Causeway Trail connection, is crucial for the successful implementation of such a program. While Downtown’s sidewalk network is largely complete, some areas still lack consistent sidewalks. Addressing these gaps would provide continuous pedestrian access throughout the city. The Future Transportation and Parking section of the plan identifies specific bicycle and pedestrian improvement projects, including: • Waterfront & Beach Connections • Bikeway Connections • Sidewalk Network Improvements • Streetscape Projects • Bike Parking • Urban Design Features • Integration with Transit Policy Review June 17, 2025 Page 8 of 23 • Bicycle Sharing Program • Jurisdictional Coordination • Pedestrian Safety • Green Colored Pavement The objectives identified in the plan are: Objective 1C: Osceola Avenue should develop as an active street frontage. The pedestrian experience from Downtown to the waterfront will be active and engaging. Objective 2B: Strengthen Cleveland Street, Osceola and Fort Harrison Avenues as local, pedestrian oriented streets. Identify other local streets to be reinvigorated with active ground floor uses. Objective 2D: Maintain and improve the Pinellas Trail as both a recreational amenity and as a unique opportunity for economic development. Enhance Trail connectivity from the Downtown to the waterfront and Beach. Promote Downtown Clearwater as a destination accessible by the Pinellas Trail. Objective 2F: Provide safer and more convenient bike facilities, including a bike share program. Objective 2G: Facilitate pedestrian and bicycle-friendly amenities along and expanding from the Pinellas Trail. Objective 2L: Coordinate with Pinellas County to improve the Pinellas Trail throughout Downtown. Objective 3H: Create a connection along Stevenson Creek with a trail and community amenities. Policy 1: The City shall prioritize sidewalk construction within Downtown that enhances pedestrian linkages and/or completes a continuous sidewalk system on all streets. Policy 2: Sidewalk easements will be supported to facilitate wide sidewalks in areas with limited rights of way. Policy 3: The City will develop Pinellas Trail spurs to connect the Trail to the waterfront and promote Downtown as a destination along the Pinellas Trail. Policy 4: Uses along the Pinellas Trail shall be oriented toward the Trail to take advantage of the people drawn to this recreational/transportation amenity. Connections to the Pinellas Trail are to be incorporated in site plans when property is adjacent to the Trail or when the proposed use would benefit through a connection. Policy 5: The City shall continue to provide bike parking and consider developing incentives to promote additional bike parking on private development, particularly those along the Pinellas Trail. Policy Review June 17, 2025 Page 9 of 23 Specific transportation related projects include: • New sidewalk construction • Wayfinding in CRA Area (O.2F) • Coordinate with all transportation service providers on infrastructure and program improvements including the water taxi, trolley, bus system, rail, elevated transit, bike share and others (Accessibility Goal) • Coordinate with Forward Pinellas to implement a bike share program (O.2F) • Develop a bicycle parking plan and incorporate bicycle parking into streetscape standards and site plan review. Install additional bicycle parking in Downtown (Downtown Policy 5) • Redesign and construct Ft. Harrison as a Complete Street (Accessibility Goal O.2B) • Establish a bike/ped/transit Cultural Trail in coordination with all 24 cities in Pinellas County and the larger region • Plant shade trees on an annual basis (O.4E) • Design and Construct Downtown Streetscaping (O.2B, O.2C) • Design and Construct Pinellas Trail Improvements • Building a pedestrian and bicyclist friendly crossing at Court and Chestnut (P.7) • Conduct and implement a bike/ped safety study (O.G and O.2I) • Construct Trail Upgrades (P.9) • Design trail connections from Pinellas Trail to the Seminole Boat Ramp (P.9) • Cleveland Streetscape Phase III Some of these improvements have been completed, while there is an opportunity to incorporate some into the Active Transportation Plan, such as additional trail connections, complete street improvements and crossing enhancements. Complete Streets for Clearwater Implementation Plan (2019) The Complete Streets for Clearwater Implementation Plan, adopted in 2019, outlines the need for Complete Streets, provides a framework for changing how streets are designed, and identifies actions that can be taken to implement complete street projects. The plan also identifies strategies for the incorporation of transportation improvements in conjunction with redevelopment efforts. The objectives of the citywide plan included the following: Policy Review June 17, 2025 Page 10 of 23 • Build stakeholder consensus (internally and externally) on the elements of Complete Streets • Develop a framework to prioritize projects and the delivery process • Adopt an implementation action plan and guiding principles of citywide action • Adopt a Complete Streets Policy for the City of Clearwater Some of the guiding principles included in the plan are: • Safe, Comfortable Travel: Provide safe and comfortable options to reduce crashes and encourage non automobile travel. Allow all street users to be safe and feel safe. • Transportation Accessibility: Develop a transportation system that provides ease and efficiency for all modes of transportation • Multimodal Mobility: Build a transportation system that provides a variety of multimodal travel options. Develop a regional transportation network that adapts to technological changes to achieve the City’s mobility and economic goals. • Connected and Inviting: Encourage walking, biking, and accessible transit use through a system of well-connected streets. Protect neighborhood streets as inviting spaces to walk and bike as part of a connected network. • Economic Vitality and Placemaking: Support local businesses by providing safe, convenient access for residents, employees, and customers who walk, bike, ride transit, or drive. Incorporate signage and wayfinding to identify distinct and unique places within the city. • Community Health: Promote active transportation (walking, cycling, transit) to improve health and reduce chronic diseases. Improve air and water quality by reducing the number of vehicles on the road • Social Equity and Investment: Plan streets as pathways for people of all ages, abilities, races, and incomes to socially interact and be able to travel using affordable modes of transportation. Design streets to serve people with the greatest need, which improves mobility and access for all people. • Technology: Improve mobility services and encourage alternate modes of travel through technology. Apply technological innovations to enhance options and equitable access to multimodal transportation Some of the key action items from the plan include: • Action 8: Develop an annual and 5-year project priority list with ranking criteria and proposed costs for all infrastructure Policy Review June 17, 2025 Page 11 of 23 • Action 15: Pursue dedicated and additional funding for Complete Streets and maintenance projects. To further these actions, the city is currently working on several complete street concepts, including some in partnership with the jurisdiction that maintains the roadway, including: • Drew Street Corridor: The city was awarded a Complete Streets grant from Forward Pinellas in 2017 for the Drew Street Complete Streets Concept Design. The plan identifies typical sections for downtown, neighborhood, and commercial areas. The Florida Department of Transportation (FDOT) is now preparing design plans for Drew Street between N Osceola Avenue and US 19. Much of the corridor, from Myrtle Avenue to NE Coachman Road, is State Road 590. The project includes on-street bike lanes, wider sidewalks, and a two-way cycle track connecting from the Pinellas Trail to N Osceola Avenue. • Fort Harrison Complete Street study, funded by Forward Pinellas, identified improvements from Belleair Road to N. Myrtle Avenue, with pilot projects implemented including decorative crosswalks, mid-block crossings, median islands, and neighborhood traffic circles. Improvements were recently made along Cleveland Street, including enhanced walking and bicycling facilities. US 19 Zoning District and Corridor Plan The US 19 Zoning District & Development Standards guides the development and redevelopment of sites along US 19 consistent with strategies defined in the US 19 Corridor Redevelopment Plan. The standards are designed to accomplish the following. • Promote employment-intensive and transit supportive forms, patterns, and intensities of development • Encourage the development of mixed use destinations at major cross streets • Provide for the design of safe, attractive, and accessible settings for working, living, and shopping. The plan identifies a network of walking and bicycling facilities along and connecting to the corridor that will be considered in the development of a future bicycling and walking network. Pinellas County There are several county roads that traverse Clearwater, and numerous county pockets within the city, so close coordination with Pinellas County may be required to implement projects. Policy Review June 17, 2025 Page 12 of 23 PLANPinellas (2023) PLANPinellas is the County’s comprehensive plan, a policy document that guides decision- making by setting policies for future land use, economic development, mobility, natural resource protection, public services and many other issues that shape the quality of life for nearly one million residents. PLANPinellas primarily serves Unincorporated Pinellas County and provides guidance to our 24 municipalities to ensure better coordination across the entire county. The plan is centered around eight guiding principles including Sustainable Future; Healthy Communities; Strong Local Economy; Housing Options; Multimodal Transportation; Natural Resource Protection; Best Practices; and Responsible Regionalism. Relevant goals that support the development of active transportation facilities on county roadways include: • TRA Goal 1 (Multimodal System): Provide a safe, convenient and energy efficient multimodal transportation system to improve quality of life. • TRA Objective 1.1: Develop and maintain a multimodal transportation system that: o Minimizes the potential for transportation related deaths and serious injuries; o Provides transportation options that increases mobility for all users, and reduces dependence on single-occupancy motor vehicles; o Adapts to changing needs, vehicles and technology; and o Efficiently utilizes existing capacity and rights-of-way. • TRA Policy 1.1.2: Take a complete streets approach towards mobility to safely meet the modal needs of all users regardless of age or ability. • TRA Strategy 1.1.2.6: Prioritize closing existing gaps in the multimodal network. • TRA Strategy 1.1.2.7: Prioritize the provision of shade on sidewalks, trails and multiuse paths through measures such as tree planting, site plan design, street furniture, and other features that provide shade. • TRA Objective 3.1: Provide multimodal transportation facilities that connect housing, employment centers, educational facilities, activity centers, and intermodal centers to advance the foundation for a thriving economy. PLANPinellas identifies bicycling facilities along county roadways that will be incorporated into the ATP. Policy Review June 17, 2025 Page 13 of 23 Forward Pinellas Forward Pinellas is the land use and transportation planning agency within Pinellas County, and they guide integrated transportation and land use solutions that sustain economic value by connecting the communities of Pinellas County and the Tampa Bay region. The agency is charged with addressing countywide land use and transportation concerns, as both the Pinellas Planning Council and Pinellas County Metropolitan Planning Organization. Forward Pinellas not only provides a forum for countywide decision-making on transportation and land use issues, but also assists Pinellas County’s 24 cities and unincorporated Pinellas County with technical support, regional coordination and policy advice and guidance. Countywide Plan The Countywide Plan guides the formulation and execution of integrating land use and transportation planning. The document includes goals and strategies for guiding coordinated land use planning in the county. Bicycle and pedestrian improvements are addressed in several of the Transportation Goals. Transportation Goal 3.0: Transit-Oriented Pedestrian/Bicycle Planning: Enhance the existing transportation network to provide functional and effective pedestrian, bicycle, and transit connections in transit-oriented areas. Transportation Goal 4.0: Complete Street Design: Design streets to be multimodal “Complete Streets,” with an emphasis on safety, access and circulation for all users, regardless of age or ability, based on the context of the roadway and its surrounding area. These goals are supported by specific strategies to integrate transit-oriented developments and bicycle/pedestrian planning. Several other transportation and land use goals in the Countywide Plan support bicycle and pedestrian improvements in Pinellas County. Some of the strategies that promote active transportation, as identified in the countywide plan include: • TR 3.1: Promote an extensive pedestrian system in each transit-oriented area, which minimizes obstacles for pedestrians, provides connectivity with more direct and shorter walking distances, and provides protection from the elements where appropriate. • TR 3.2: Minimize gaps in pedestrian networks accessing transit-oriented areas. • TR 3.3: Establish pedestrian and bicycle connections between transit-oriented areas and surrounding neighborhoods. • TR 3.4: Design pedestrian systems to be Americans with Disabilities Act-compliant, safe, attractive, and comfortable for all users in transit-oriented areas. Policy Review June 17, 2025 Page 14 of 23 • TR 3.:5 Design pedestrian networks to accommodate large groups of pedestrians, by the provision of wide sidewalks and unencumbered walkways in transit-oriented areas. • TR 3.6: Use planting strips/street trees, on-street parking, and/or bicycle lanes to separate pedestrians from vehicles in transit-oriented areas. • TR 3.7: Promote bicycle parking, and encourage other bicycle amenities, such as bicycle repair, rental, and cyclist comfort stations, in transit-oriented areas. • TR 3.8: Ensure the conversion of drainage swales to curb and gutter systems for stormwater management around transit-oriented areas, to create a more pedestrian- friendly environment. • TR 4.1: Set vehicular levels of service to reflect an emphasis on all modes of travel, including pedestrians and bicyclists. • TR 4.2: Relax vehicular levels of service in Activity Centers, Multimodal Corridors and Planned Redevelopment Districts. • TR 4.3: Redesign existing street intersections with a greater emphasis on safe pedestrian and bicycle usage. • TR 4.4: Design an interconnected street network based upon a block system, with blocks at the appropriate maximum length for the appropriate transit station type when located in a station area. • TR 4.5: Provide mid-block street crosswalks in urban, congested areas where there are long distances between signalized crossings. • TR 4.6: Incorporate traffic calming measures, context-sensitive design, and access management for pedestrian and bicycle travel in transit-oriented areas, using current best practices. • TR 4.7: Accommodate multimodal local and regional connections for all types of vehicles, including trains, buses, bicycles, cars, ships, boats, aircraft, and vehicles for hire, where applicable. Advantage Pinellas (2050 Long Range Transportation Plan) The 2050 Long Range Transportation Plan (LRTP) includes goals, objectives, and policies related to bicycle and pedestrian mobility that guides bicycle and pedestrian improvements. Objectives and policies related to bicycle and pedestrian transportation in the 2050 LRTP are shown below. Objective 1.1: Create neighborhoods that support walking and bicycling as a realistic travel choice for daily activities. Policy Review June 17, 2025 Page 15 of 23 Policy: Forward Pinellas shall assist local governments in creating and sustaining mixed use, walkable neighborhoods, centers and districts that serve the surrounding population. Policy: Forward Pinellas shall work with local agencies to identify and address gaps and barriers to safe walking and biking. Policy: Forward Pinellas supports the installation of protected bicycle lanes as the preferred option for bicycle facilities on roads where posted vehicle speed limits exceed 35 mph. Policy: Forward Pinellas shall prioritize implementation of a corridor-based, nonmotorized transportation strategy that achieves the goals of the Active Transportation Plan. Policy: Forward Pinellas shall review roadway design plans for resurfacing and reconstruction projects to ensure the needs of all roadway users, including pedestrians and bicyclists, are sufficiently addressed. Policy: The Active Transportation Plan shall be used as the resource to establish the vision and identify strategic priorities for shared use path facilities and connections throughout Pinellas County and to neighboring counties. Policy: Forward Pinellas supports improved connectivity between neighborhoods and commercial destinations to improve safe accessibility for motorized and nonmotorized travel. Policy: Forward Pinellas shall ensure that future bicycle projects throughout Pinellas County are connected with existing bicycle lanes and facilities. Policy: Forward Pinellas shall seek balance between vehicle capacity and the need to provide safe access for all users of the transportation network while also protecting community interests in the development and implementation of the Transportation Improvement Program and the Long Range Transportation Plan, including techniques to manage vehicle speeds in appropriate locations. Objective 1.2: Consider facilities for, and the connectivity between, all modes in the planning, design and construction of transportation projects. Policy: Forward Pinellas shall promote the development of complete streets where public rights of way are planned, designed, constructed, operated and maintained for the safety and mobility of pedestrians, bicyclists, motorists, transit riders, freight carriers, emergency responders and adjacent land users, regardless of age or ability. Policy Review June 17, 2025 Page 16 of 23 Policy: Forward Pinellas shall continue to work to incorporate facilities that accommodate all modes of transportation such as pedestrians, bicyclists, motorcyclists, electric bicycles/scooters, automobiles and electric vehicles. Objective 3.3: Make the transportation network safer for all users through community and engineering design, public policy, law enforcement, education and funding. Policy: Forward Pinellas shall continue to advocate for pedestrian safety through public awareness, education and outreach. Policy: Forward Pinellas shall identify high crash locations and prioritize improvements by working with relevant agency partners. Objective 3.4: Facilitate safe travel to and from school. Policy: Forward Pinellas shall support school safety programs such as walking school buses, bike rodeos, school pools, and others sponsored by the Pinellas School District and other partner agencies. Policy: Forward Pinellas shall promote safe walking and bicycling access to schools through various partnerships and outreach efforts Goal 5: Increase the accessibility and mobility of people and freight in Pinellas County and throughout the Tampa Bay region. Objective 5.1: Provide improved mobility and accessibility for everyone by better connecting people to places, eliminating transportation barriers to expanded economic opportunity and enhancing community quality of life. Policy: Forward Pinellas shall prioritize transportation projects that reduce single occupant vehicle trips. Policy: Forward Pinellas shall support context-sensitive bicycle and pedestrian facilities that are designed respectively to the characteristics of the roadway or corridor and its adjacent land use activity. Policy: Forward Pinellas shall assist and encourage the implementation of transportation demand management (TDM) strategies that promote alternatives to SOV travel, such as carpooling, vanpooling, transit use, waking, bicycling, telecommuting and variable work schedules. Policy: Forward Pinellas supports technology innovations and micromobility strategies to strengthen first-mile/ last-mile connections between transit stops or station areas and travelers’ origins and destinations Policy Review June 17, 2025 Page 17 of 23 The LRTP also includes several projects within Clearwater that contain an active transportation component as summarized in Table 1. These projects will be considered in the development of the Active Transportation network for the City of Clearwater. Table 1: Projects from LRTP in Clearwater No. Type Facility Extents Project Description Total Project Cost 1 Cost Feasible Roadway Improvement (2031- 2035) Belleair Road Keene Road to US 19 (SR 55) Add turn lanes and multi modal improvements $11.5 M 9 Cost Feasible Roadway Improvement (2031- 2035) Sunset Point Rd/ Main Street Kings Highway to Keene Road Intersection and multi modal improvements $3.6 M 2 Cost Feasible Active Transportation Improvement (2031- 2035) Sunset Point Rd/ Main Street Kings Highway to Keene Road Dedicated facility for bicyclists and pedestrians $17 M 11 Cost Feasible Roadway Improvement (2036- 2040) Belcher Road Druid Road to Drew Street Add turn lanes and multi modal improvements $33.6 M 21 Cost Feasible Roadway Improvement (2041- 2050) SR 590/NE Coachman Rd Drew Street to McMullen- Booth Road Add sidewalks, bike lanes and drainage $12.09 M 32 Unfunded Roadway Improvement (2050) SR 60 W of Shore Drive to McMullen Booth Road Corridor Operational improvements $1M Source: Forward Pinellas, 2025. Policy Review June 17, 2025 Page 18 of 23 Advantage Pinellas Active Transportation Plan (2024) The Advantage Pinellas Active Transportation Plan, first prepared in 2020 and updated in 2024, presents a countywide vision for Active Transportation facilities within the county. The plan outlines key goals that support active transportation, including: • Enhancing safety and minimizing conflicts between bicyclists, pedestrians, and other roadway users. • Establishing connections to key destinations while integrating active transportation with other modes of travel, such as public transit. • Ensuring accessibility and comfort for users of all ages, abilities, and communities across the county. Additionally, the plan identifies high level goals, and objections to help the region achieve these goals. Pinellas County desires a Regional Active Transportation Network that: • Improves safety and reduces bicycle and pedestrian conflicts. • Connects with destinations and integrate with other modes such as public transport. • Is accessible and comfortable for all users, of all abilities, in all communities. • Enhances the quality of life, economic condition, and health of the region. Objectives were developed, aimed at achieving these goals, including: Objective 1: Work with communities to improve the safety of people bicycling and walking through engineering, education, and enforcement strategies. Objective 2: Encourage communities to pilot solutions such as protected intersections and protected bicycle lanes in strategic areas to immediately study impacts and possible long term solutions. Objective 3: Help communities identify high crash corridors and perform pedestrian focused road safety audits, and assist with constructing proven safety countermeasures; help communities identify pedestrian priority zones and encourage use of strategies such as shortened signal times like pedestrian intervals and other pedestrian phases within these zones and at specific times such as peak hour. Objective 4: Work with transit providers to identify alternative measures and locations of bus stops at areas with a history of crashes to better facilitate safe crossings or access destinations or other informal pedestrian paths. Policy Review June 17, 2025 Page 19 of 23 Objective 5: Encourage communities to conduct safety improvements like prohibiting turning right on red in bicycle and pedestrian priority areas or lighting improvements in areas where more than 25 percent of crashes occur outside of daylight hours. Objective 6: Create a hierarchical network of bicycle and pedestrian facilities for long- distance travel, short-distance travel, local access, and recreation. Also encourage communities to utilize connected, low-speed, low-volume streets and low-stress facilities as part of the bikeway network. Objective 7: Work with providers to provide equitable integration of bicycle and pedestrian facilities into transit stations and stops such as long-term bicycle parking, bike racks, etc. Objective 8: Prioritize gaps in the existing network that increase access and decrease travel distances for people riding bicycles and walking, specifically for East/West and North/South connections across the County. Objective 9: Normalize and integrate bicycle parking into development projects and temporary parking during events. Encourage the installation of new bicycle parking near businesses, transit stops, apartments, or other destinations. Encourage bicycle parking as a routine hardscape component of street and development projects. Objective 10: Encourage communities to reduce travel times for bicyclists and pedestrians by providing more direct routes, operational improvements such as signal sensor adjustments and/or reducing wait times for pedestrians. Objective 11: Prioritize ongoing maintenance and repair of the bikeway and pedestrian network. Objective 12: Promote predictable maintenance of operations of the bikeway and pedestrian network during private and public construction projects and events. Objective 13: Work with communities to prioritize expanding bikeways to and within neighborhoods underserved by the current bikeway network as well as completing sidewalk networks and access to trails. Objective 14: Encourage communities to prioritize widening of or separation of bicycle facilities from vehicle road lanes; providing alternate routes with lower vehicular traffic volumes, and Levels of Traffic Stress. For pedestrians, improvements should include reducing cross-slope, widening sidewalks, or repairing broken or uneven sidewalks. Objective 15: Encourage communities to prioritize bicycle and pedestrian connections and networks to educational facilities, parks and other locations frequented by children. Objective 16: Encourage more bicycle use through bike share programs in key communities. Policy Review June 17, 2025 Page 20 of 23 Objective 17: Encourage recreational bicycling and walking through more pedestrian/bicycle/trail connections to parks and other recreational facilities. Objective 18: Encourage communities to prioritize widening of or providing separation of bicycle facilities from vehicle road lanes or providing alternate routes with lower vehicular traffic volumes, and lower levels of Traffic Stress. For pedestrians, improvements should include reducing cross-slope, widening sidewalks, or repairing broken or uneven sidewalks. Complete Streets Grant Program Forward Pinellas established a Complete Streets Grant Program in 2016 to further its policies of improving mobility options and safety outcomes for all roadway users. Complete Streets is an approach where public right-of-way is planned, designed, constructed, reconstructed, operated, and maintained for people of all ages and abilities. A major component of this philosophy is providing safe and accessible bicycle and pedestrian facilities. The Complete Streets Grant Program provides incentives to the local governments to implement related projects and apply for funding through Forward Pinellas, and it provides funding for at least one concept planning project and one construction project each year. To date, there have been eight rounds of funding to develop complete streets concept plans and construction projects. Within Clearwater, two corridors have been evaluated under the Complete Streets Grant program: • Drew Street concept plan from North Fort Harrison Avenue to US Highway 19 (design phase) • Fort Harrison Avenue concept plan from Belleair Road to Pleasant Street (Planning phase) Bike Share Feasibility Study (2016) Forward Pinellas conducted a Bike Share Feasibility Study to assess implementing a countywide program. Implementation of bike shares supports the MPO’s goal of providing a balanced and integrated multimodal transportation system to meet growing mobility needs. The effort reviewed peer areas and how they are implementing and benefiting from bike share, business models, existing conditions, funding sources, and community feedback. The study analyzed various benefits of bike share programs, including being a cost-effective multimodal option in comparison with other projects like transit and roadways. Commercial bike share programs are typically funded through user-generated revenue. Additionally, the study identified other indirect benefits including encouraging active transportation, boosting economic development, and improving first- and last-mile transit connections. Policy Review June 17, 2025 Page 21 of 23 The study identified eight indicators to measure the suitability of an area for supporting bike share services, which can • Employment Density • Population Density • Attractions • Colleges • Bicycle Mode share • Transit Stops Density • Existing Bicycle Infrastructure • Demographics Each of the indicators included a heat map demand analysis. Areas with high potential demand for bike share were identified through a heat mapping exercise that allocated "weighted points" to where people live, work, shop, play, and take transit. This helped to identify potential sites with the highest demand for bike share, which includes portions of Clearwater. Safe Streets Pinellas Safe Streets Pinellas is the Vision Zero Action Plan for Pinellas County, aimed at eliminating serious injuries and fatalities on roads throughout the county by 2045. This plan, last updated in 2023, outlines implementable and measurable steps, emphasizing the importance of periodic reviews and updates in collaboration with partner agencies. The document is organized into eight chapters, beginning with an introduction that sets the stage for a comprehensive understanding of Vision Zero, community outreach efforts, and the critical role of collision data in shaping effective safety measures. The subsequent chapters delve into various aspects critical to achieving the plan's goals. The report analyzes collision trends from 2015 to 2019 to identify patterns and potential countermeasures for high-risk areas. It shows demonstration projects that highlight potential safety improvements and introduces the High Injury Network to target efforts where they are most needed. Furthermore, the plan includes a toolbox of countermeasures for improving safety, emphasizing both non-engineering and engineering solutions. SR 60 Corridor: Multimodal Implementation Strategies Forward Pinellas, in collaboration with its agency partners, is working to enhance safety and expand transportation options along the State Road 60 corridor, which connects Clearwater Beach, Downtown Clearwater, and Tampa International Airport. Initiated in 2016, this planning Policy Review June 17, 2025 Page 22 of 23 effort includes key partners such as the Pinellas Suncoast Transit Authority, City of Clearwater, Pinellas County, and the Florida Department of Transportation. The plan’s primary objective is to identify both short- and long-term improvements aimed at enhancing safety and mobility throughout the corridor. While focusing on S.R. 60—known locally as Court Street, Chestnut Street, Memorial Causeway, Gulf to Bay Boulevard, Courtney Campbell Causeway, and Memorial Highway—the plan also considers parallel roadways such as Drew Street, Cleveland Street, and Druid Road, along with the north-south connections that link them. The study thoroughly evaluated strategies for providing safe and efficient transportation, particularly between McMullen Booth Road and Clearwater Beach. The study conducted a comprehensive analysis of existing conditions, identified gaps within the multimodal network for walking, bicycling, and transit, and evaluated these gaps using established performance measures. Each gap was then prioritized based on its potential impact on mobility, safety, land use, and economic development. Project cost estimates were developed for the prioritized improvements, forming the foundation for the plan’s short-term implementation strategies. The top 10 short-term projects and their associated costs are shown in Table 2. Table 2: Components of SR 60 Study Facility Extents Network Gap Estimated Capital Cost Beach to TIA Express Tampa International Airport to Clearwater Beach Premium Express Transit $ 3.4M-4.9 M Memorial Causeway Busway for trolleys and the planned TIA to Beach Express Court Street to Clearwater Beach Transit Center Premium Express Transit $ 8.1 M SR 60/Chestnut Street Court Street to Martin Luther King Jr. Avenue Bicycle Accommodations $ 0.54 M SR 60/Gulf to Bay Boulevard US 19 to Highland Avenue Multimodal Accommodations $ 0.7 M Missouri Avenue Belleair Road to Drew Street Bicycle Accommodations $ 18 M SR 60/Gulf to Bay Boulevard McMullen Booth Road to US Highway 19 Multimodal Accommodations $ 1.9 M Policy Review June 17, 2025 Page 23 of 23 Facility Extents Network Gap Estimated Capital Cost Drew Street North Myrtle Avenue to Saturn Avenue Multimodal Accommodations $ 3.4 M SR 60/Gulf to Bay Boulevard Court Street to Cleveland Street Bicycle Accommodations $ 2.8 M Clearwater Beach Connector Trail Pinellas Trail to Martin Luther King Jr. Avenue Multi-use Accommodations $ 0.3 M Cleveland Street Gulf to Bay Boulevard to Missouri Avenue Bicycle Accommodations $ 3.7 M Martin Luther King Jr. Avenue Chestnut Street to Lakeview Road Bicycle Accommodations $4.6 M Multi-use Accommodations are shared- use paths for non-motorized travel that may include bicyclists, walkers, skaters, and people with disabilities. Source: Forward Pinellas The plan also included a longer-term vision for the corridor. FDOT is initiating a more formal process to develop more detailed plans and an implementation strategy for corridor improvements. Draft Memorandum Date: December 1, 2025 To: Richard Hartman, City of Clearwater From: Kathrin Tellez, Beneetta Mary Jose, Fehr & Peers Subject: ATP Policy Recommendations Introduction In addition to the infrastructure recommendations, a series of policy recommendations were developed to guide future active transportation projects and other infrastructure improvements throughout the region in support of the goals of the Active Transportation Plan. Relevant plans and policies from the City of Clearwater, Forward Pinellas and the Florida Department of Transportation (FDOT) were reviewed to identify potential barriers to plan implementation and identify policy guidance that could be incorporated into the ATP, with a detailed analysis provided in the Policy Review Technical Memo attached to the Technical Appendix. Some of the Key highlights of the policy recommendations were: a)Updating parking code requirements to develop short term and long term bicycle parking requirements. b)As a part of the development review process, any development that is adjacent to a proposed Active Transportation project should either construct the portion of the project along their frontage or ensure that their site development plans do not preclude the construction of a project by others in the future. c)Update the minimum width of sidewalk as mentioned in City of Clearwater Complete streets Implementation Plan. d)All new and upgraded facilities must meet ADA requirements. e)Add to the code bicycle facilities requirements and minimum standards. f)Development standards for all bicycle and pedestrian circulation should be incorporated. g)Develop micromobility Policy. Policy Recommendations December 1, 2025 Page 2 of 6 This tech memo details policy guidance on micromobility, bikeway selection and ADA requirements. Micromobility Policy Guidance Micromobility devices are a relatively new phenomenon with their use and definition evolving over the last 10 years. Micromobility refers to a range of individual-use, light-weight vehicles1 (typically 20” to 36” wide and 50 pounds or less, but up to 121 pounds), typically operating at speeds below 15 miles per hour, but no greater than 28 miles per hour. Mobility devices include, but are not limited to bicycles, e-bikes, e-scooters, e-skateboards, shared bicycle fleets, and electric pedal-assisted bicycles, and exclude devices with internal combustion engines. There are similarities between micromobility devices and traditional walk/bike modes including: • Users of both self-propelled modes and e-bikes/e-scooters are considered vulnerable users, meaning the users of these devices are more vulnerable in a crash as they are not protected by an automobile • Both modes are primarily used for short trips • Both modes serve as first-mile/last-mile connections • Depending on the class of e-bikes, a drivers license is not required, similar to a traditional bike However, there are differences between traditional walk/bike modes and e-bikes/e-scooters including: • Some e-bikes/e-scooters are owned by a third-party company and shared by users, but private ownership that can be harder to regulate is increasing. • Travel speeds tend to be higher on electric micromobility devices. Studies vary, but according to one Swedish study, the average self-propelled cyclist travels around 9 mph, while an average e-bike user travels around 14 mph2; many e-bikes have a maximum allowed speed of 28 mph. • People on e-bikes and e-scooters can travel, on average, at faster rates of speed than those on self- propelled bicycles and require additional sight distance/reaction time to stop. Additionally, the speed differential between users of micromobility devices and other people walking and using self-propelled bicycles can create the potential for hazards, especially when there is a high volume of users. 1 Some micromobility vehicles are legally classified as devices rather than vehicles which affects where they can legally operate. For example, e-bikes and e-scooters with seats are defined as vehicles under Florida law and cannot be operated on sidewalks under motorized power. Stand-up e-scooters are not defined as vehicles and can be driven on sidewalks. 2Dozza, M., Werneke, J., & Mackenzie, M. (2013). e-BikeSAFE: A naturalistic cycling study to understand how electrical bicycles change cycling behaviour and influence safety. In International Cycling Safety Conference (pp. 1–10). Helmond, The Netherlands. Retrieved from https://trec.pdx.edu/blog/are-e-bikes-faster-conventional-bicycles Policy Recommendations December 1, 2025 Page 3 of 6 • E-bikes are typically heavier than non-electric bicycles. E-bikes can range between 40 and 80 pounds, with some e-bikes even heavier than 80 pounds, while human-powered bikes are typically 20 to 30 pounds. As the speed and weight of e-bikes increases, the greater likelihood of a serious injury or even a fatality if a person riding an e-bike collides with another vulnerable road user. E-bikes, e-scooters, and other micromobility devices have been controversial in recent years, with concerns related to higher speeds, which can lead to injuries for both the rider and other road users and shared devices cluttering public spaces. Third-party devices are often left in the middle of the sidewalk or in private yards, which can create barriers to other people using the sidewalk, especially those with disabilities, and create visual clutter in neighborhoods. As a result of these concerns, many jurisdictions have either banned shared use mobility companies entirely or restricted their use to specific areas. Regulations, when applied consistently and enforced, can help manage the use of micromobility devices in our communities, including policies related to: • Regulating speed on sidewalks and trails, based on their context, volume of users and user profiles • Not permitting electric micromobility devices on unpaved trails • Requiring micromobility users to yield to pedestrians • Implementing equity requirements into shared mobility contracts • Regulating where/how micromobility devices can be parked Geofencing technology has proven effective in reducing speeds of shared mobility devices that travel in specified areas, as the companies that own the vehicles can lower the maximum speed of the device when it enters certain areas. Shared devices can also be programmed to not operate in specified locations, such as streets where there could be significant conflicts with pedestrians. However, it can be difficult to regulate speed and location on privately owned micromobility devices. In addition to regulations related to the end user experience and requirements, regulations related to other factors should be incorporated, including: • Fleet size, which can ensure that sufficient vehicles are available but not result in a fleet size that is unmanageable for the jurisdiction. • Fleet removal/relocation to ensure there is a process to remove inoperable devices that can pose a hazard to the public, including process to remove devices from the public-right-of-way when storms with high winds and rains are forecast so devices do not impede emergency response. • Fleet rebalancing to ensure access to devices when needed, avoid overcrowding on sidewalks and ensure equitable access to devices. • Equipment maintenance plans to ensure that operators have plans in place to routinely maintain and inspect devices. Policy Recommendations December 1, 2025 Page 4 of 6 • Customer service information should be prominently displayed on all devices and customer service lines should be staffed in real-time during hours to be specified in collaboration with the jurisdiction. • Pricing structures should promote equity and provide revenue shares to the jurisdiction that can be used to invest in active transportation infrastructure and safety improvements. • Staffing and workforce development considerations should be incorporated into agreements with micromobility providers to ensure an appropriate level of on-the-ground staff to address issues and concerns. Micromobility regulations continue to evolve, and the most recent legislation should be consulted in the development of code amendments. Bikeway Selection Policy Guidance The selection of the most appropriate bicycle facility is important to creating a network that is comfortable, improves safety, and increases accessibility by non-auto travel modes. As new facilities are being planned and existing facilities upgraded, it is important to select the most appropriate facility for the characteristics of the roadway. Public feedback as well as guidance from FHWA and NACTO discourage the placement of on-street bicycle lanes adjacent to high- speed/high-volume roadways. To aid in the selection of the most appropriate facility, the following should be considered: • New facilities shall follow guidance from the FHWA’s Bikeway Selection Guide as well as the FDOT Design Manual. In some instances, there may be trade-offs between the travel modes that need to be considered. The applicable multimodal policy of the agency/jurisdiction should be consulted to help balance competing demands. Where it is not feasible to provide the facility type recommended by FHWA and FDOT guidance, the provision of alternative and parallel routes should be considered with appropriate wayfinding. • Unidirectional bicycling facilities are recommended adjacent to high speed/ high volume roadways as bicyclists traveling against the flow of traffic - regardless of facility type – have a greater crash risk at intersections and driveway than those traveling in the same direction as motorists. Bikeways that encourage or require cyclists to drive facing traffic should be avoided, particularly along corridors with frequent intersections and commercial driveways. Where urban trails are provided on these types of facilities, they should be provided on both sides of the street, when feasible. • Facility upgrades should also consider guidance from the FHWA’s Bikeway Selection Guide as well as the FDOT Design Manual. During a Resurfacing, Restoration and Rehabilitation (RRR) project, there may be opportunities to enhance existing on-street bicycle lanes. As the RRR process typically includes removing and replacing all lane markings, there can be opportunities to reduce the through lane width and widen the on-street bicycle facility and/or provide a painted buffer. As agencies program RRR projects, opportunities to evaluate the target speed and implement signing, striping, traffic signals, and other low-cost improvements should be considered. These enhancements can help improve access and comfort while more expansive projects that might involve widening sidewalks or providing side-paths are planned, designed, and constructed. Policy Recommendations December 1, 2025 Page 5 of 6 • Where on-street parking exists, a 3-foot buffer should be provided between the bike lane and the on- street parking to prevent dooring collisions. Where buffer space is not available, considerations should be made to removing on-street parking or relocating the bike lane. • Bicycle facilities should be continued through intersections. This could include dedicated bicycle facilities or connecting bicycle facilities to the adjacent sidewalk and having bicycles cross at the crosswalk. Bicycle facilities may merge with the vehicle travel lane if the roadway is appropriate. The National Association of City Transportation Officials (NACTO) recommends the following three principles on carrying bicycle facilities through an intersection: o Reduce turn speed – drivers are more likely to yield to a bicycle or pedestrian if traveling at a low speed, and if a collision does occur, it is less likely to result in a serious injury or fatality. o Make bicyclists visible – It is important to maintain clear lines of sight between people driving and people on bicycles at an intersection. Setting the stop line farther back from the intersection and providing raised bicycle crossings are two strategies for making bicyclists more visible. o Give bikes the right of way – Providing bicyclists dedicated space and right-of-way, by letting them use leading pedestrian intervals, providing bike boxes and other dedicated facilities, and restricting vehicles from turning right on red can help increase driver yielding. • Additionally, large intersections that also incorporate on-street bike lanes may need longer clearance time for bicyclists. Bicyclists entering an intersection with a crossing distance greater than 150 feet (these are common at intersections of 6+ lane roadways with a median, dual left- turn lanes and a right-turn lane) take longer to travel through the intersection than a vehicle, and can result in bicyclists still legally completing their crossing when the traffic signal for the opposing through movement has turned green, creating the potential for conflicts. The potential for conflicts can be compounded if there are large vehicles or obstructions blocking drivers’ view of the intersection. At these intersections, automatic detection of bicyclists is recommended that would provide additional yellow and all-red time to allow the bicyclist to clear the intersection prior to other movements receiving a green light. ADA Policy Guidance The Americans with Disabilities Act (ADA) and the Public Right-of-Way Accessibility Guidelines (PROWAG), final rule effective September 7, 2023, regulate construction within the public environment so that buildings and transportation facilities are accessible to people with disabilities. ADA compliance also benefits pedestrians of all abilities, such as people who use strollers or a wagon to transport supplies to the beach. New transportation projects, from planning through construction phases, should be assessed for compliance with these guidelines and regulations. In addition to meeting applicable ADA and PROWAG requirements, the following guidance is provided: • Directional curb ramps with truncated domes – Projects affecting curb ramps on brick streets or brick sidewalks should provide yellow truncated domes as opposed to red truncated domes for greater visibility for those with visual impairments. Policy Recommendations December 1, 2025 Page 6 of 6 • Continuous sidewalk – If sidewalks are being added to any portion of a block, they should be constructed on the entire block or connect via a context-appropriate marked crossing to another pedestrian facility. If special walking surface treatments, such as bricks or pavers are used, materials that are rated for ADA accessibility should be used, as some surface treatments can create trip hazards or an uneven walking surface. • Transit stops – Transit stops should be connected to the larger pedestrian network via smooth, unobstructed surfaces and should be collocated with context-sensitive marked crossings to the greatest extent feasible. The location of the closest marked and controlled crossing should be considered in the placement of new transit stops and when existing transit stop locations are evaluated. Some existing stops are also located at legal crossings that are not marked or controlled that may be candidates for crossing treatments, such as a pedestrian hybrid beacon or a rectangular rapid flashing beacon coupled with high visibility crosswalks. • Accessible Pedestrian Signals (APS) – PROWAG requires Accessible Pedestrian Signals (APS) at all new or modified signalized intersections where pedestrian signals are provided. There are no requirements to implement APS at existing intersections, but jurisdictions are encouraged to prioritize APS in the following circumstances: o Where requested by someone with a visual impairment or other disability along a commonly traveled route o Where a Leading Pedestrian Interval (LPI) is in place o Signalized intersections near underpasses o Signalized crossings of on/off ramps o Signalized crossings at T-intersections o Mid-block crossings Specific new requirements in PROWAG as related to active transportation facilities include: • Accessible pedestrian signals are required at all new or modified signals (R206.1) • Crosswalk enhancements at multilane roundabout entrances or exits (R306.4.2) • 48” clear width required for pedestrian access route (R302.2) • Dual curb ramps required at all corners (R203.6.1.1) • Transit stop boarding areas are required (R309.1.1) • Detectable warning surfaces (DWS) are required at driveways with stop or yield control R205.7) Title II of ADA requires all jurisdictions to have ADA Transition Plans that identify ADA deficiencies and solutions to those deficiencies; the city and county have ADA transition plans. Attachment B: Level of Traffic Stress Methodology Memorandum Date: June 17, 2025 To: Richard Hartman, City of Clearwater From: Kathrin Tellez, Fehr & Peers Subject: Active Transportation Plan Level of Traffic Stress Methodology Introduction To evaluate where new and enhanced walking and bicycling facilities could improve accessibility within the City of Clearwater, a Level of Traffic Stress (LTS) analysis was conducted to assess comfort for people bicycling and walking along roadways within the city. The purpose of this memorandum is to document the approach and data inputs, following guidance published by the Florida Department of Transportation (FDOT) and incorporating feedback from City of Clearwater staff, the Technical Advisory Committee (TAC) and key stakeholders. The LTS analysis was conducted using data inputs compiled as a part of the existing conditions assessment, which includes roadway, land use, demographic and other data. Once the LTS analysis is completed, a land use access analysis will be conducted to evaluate the accessibility of different land uses by a low stress bicycling and walking network. These analyses combined will help inform the identification of new and enhanced walking and bicycling facilities. This memorandum is organized to provide an overview of the LTS methodology, how the LTS is calculated and key data inputs. Methodology Level of Traffic Stress (LTS) is a way to evaluate the stress a person bicycling or walking might experience while traveling on the transportation system. The process outlined in the FDOT LTS Methodology June 17, 2025 Page 2 of 9 document Quality of Service Handbook, January 2023, was generally used for this analysis. Based on the results of the initial analysis and feedback from Clearwater staff and the TAC, analysis adjustments were made to better reflect the available data and transportation system priorities in Clearwater. A high-level description of LTS scores for bicyclists and pedestrians are presented in Table 1, with a visual depiction shown on Figure 1 for Pedestrian LTS and Figure 2 for Bicyclist LTS. Table 1: LTS Scores LTS Score Description Typical Facilities LTS 1 Facilities are suitable for all users, including children traveling alone, the elderly and people using wheeled mobility devices. People generally feel safe and comfortable using the facility and they are willing to use the facility. Trails and roadways with dedicated bicycling and walking facilities, and low vehicle volumes and speeds. As traffic volumes and speeds increase, the level of separation between the vehicle lanes and walking and bicycling facilities increases. LTS 2 All users are able to use the facility, and most are willing to use the facility. Moderate vehicle volume and speed roadways with sidewalks on both sides of the street. As traffic volumes and speeds increase, the level of separation between the vehicle lanes and walking and bicycling facilities increases. LTS 3 Tolerable for trained and experienced bicyclists and some pedestrians. People may only use the facility when there are limited routes and mode choices available. Higher vehicle volume, higher speed roadways with sidewalks on both sides of the street. Limited separation exists between vehicle lanes and walking and bicycling facilities. Can also be local residential streets with low vehicle volumes and speeds with incomplete sidewalk coverage. LTS 4 Uncomfortable for most people and a barrier to walking and bicycling for many. For people using a wheeled mobility device, such as a wheelchair, the facility is impassable. People may only use the facility when there are limited routes and mode choices available. Multilane roadways with high speed/high volume vehicle travel typically without facilities for walking or bicycling. Sidewalks may be present, but only on one side of the roadway with no separation between sidewalk and travel lane. Bicycle facilities may be present, but with no separation from the adjacent travel lane. LTS 5 This applies for pedestrian LTS only and is for non-local residential streets with no sidewalks. This is intended to differentiate between streets that may have a sidewalk that are a high stress facility, and streets with no sidewalks. Non-local residential streets with no sidewalks. Source: FDOT Quality Level of Service Handbook, 2023, Fehr & Peers LTS Methodology June 17, 2025 Page 3 of 9 Figure 1: Visual Depiction of Pedestrian LTS Figure 2: Visual Depiction of Bicycle LTS LTS Methodology June 17, 2025 Page 4 of 9 Level of Traffic Stress ratings should not be construed as a predictor of facility use by people walking and bicycling. Area demographics and land uses along a corridor are better predictors of the level of walking and bicycling that does and could occur. For example, in a low-density area where land uses are dispersed and most people have access to a vehicle, people may walk or bicycle for recreational purposes, but not as a primary mode of travel. Conversely, in an area where complementary uses are close and people have less vehicular access, walking and bicycling activity is typically higher, even when low stress facilities are not available. Figure 3 provides a flowchart of the LTS methodology for roadways without bicycle facilities, Figure 4 provides a flowchart of the LTS methodology for roadways with bicycle facilities, and Figure 5 provides a flowchart of the LTS methodology for pedestrians. As noted previously, the analysis process generally follows the FDOT process, with a few exceptions. 1. Local residential streets with no sidewalks were classified as PLTS 3 if the posted speed limit is 25 miles per hour or less, the traffic volumes are 3,000 vehicles a day or less, and if there are 3 or fewer consecutive blocks. This is indicative of many neighborhoods within Clearwater where people generally feel comfortable walking or biking in the street. 2. Any street without sidewalks that does not meet the criteria above was classified as a PLTS 5 to distinguish from PLTS 4 streets that may have sidewalks that are high stress. 3. Streets with 3 lanes or less with no on-street bike facilities and a posted speed of 30 miles per hour or less that have more than 3,000 vehicles per day, are classified as BLTS 3 regardless of functional classification or adjacent land use context. This process is consistent with the process used by Forward Pinellas as well as other jurisdictions throughout the state. It also reflects that in the past, the City of Clearwater faced opposition to sidewalk construction in residential neighborhoods, as residents liked the existing character of their neighborhood and felt comfortable sharing the street with other roadway users. LTS Methodology June 17, 2025 Page 5 of 9 Figure 3: LTS Methodology if No Bicycle Facility is Present LTS Methodology June 17, 2025 Page 6 of 9 Figure 4: LTS Methodology if Bicycle Facility is Present LTS Methodology June 17, 2025 Page 7 of 9 Figure 5: LTS Methodology for Pedestrian Facility LTS Methodology June 17, 2025 Page 8 of 9 Data Inputs Data inputs to the analysis include: • Type of pedestrian facility and presence of separation between facility and vehicle travel lane • Type of bicycle facility (descriptions below): o Trail – a facility that is separated from the vehicular travel way for use by bicyclists, pedestrians, skaters, wheelchair users, joggers, and other users. Conflicts between trail users and people driving exist at crossing locations. Trails are typically 12 feet wide, with a 2-foot unpaved shoulder, but can be reduced to 10 feet when there are right-of-way or environmental conditions, like a mature tree or wetlands area, that preclude a wider path. o Urban Trail – two-way path for both bicyclists and pedestrians adjacent to a roadway. Like trails, they are typically 12-feet wide but can be reduced to 10-feet where conflicts exist, and as narrow as 8-feet for short segments where there is a constrained right-of-way. On high-speed roadways (45 mph or greater) a separation of at least 5-feet from the vehicular travel way is required per the Florida Design Manual (FDM). In Urban and constrained areas, less separation is required. o Protected Bikeway – dedicated bicycle facilities separated from vehicular travel lanes by a physical barrier, such as a guard rail, concrete barrier, on-street parking, or planter boxes. o Cycle Track – a dedicated bicycling facility, separated from walking facilities. In Clearwater, the on-street portion of the Pinellas Trail has been designated as a cycle track. Cycle tracks typically provide a physical separation between the bicycle facility and the adjacent travel lane. o Buffered Bike Lane – dedicated on-road bicycle facilities that are at least 6-feet wide, including a painted buffer between the bike lane and the vehicle travel lane. For new bike lanes, a 7-foot buffered bike lane is considered the standard. Where an existing roadway is being modified to provide bike lanes, a narrower bike lane is permitted. o Bike Lane – dedicated, on-road bicycle facilities that are at least 4 feet wide without a painted buffer. LTS Methodology June 17, 2025 Page 9 of 9 o Shoulder – roadways that do not have a dedicated bicycle facility, but that have a paved shoulder that is at least four-feet wide. These are often on high-speed roadways. o Shared Lane – pavement markings to indicate that bicyclists are permitted to share the travel lane. These are typically provided on low volume and speed streets, but can also be used on multilane higher volume streets to connect other facilities when there is limited right-of-way. o Where there is no bicycle facility present, the road was evaluated using the mixed-traffic methodology. • Number of vehicular travel lanes, not including turn lanes. • Posted speed limit. • Existing traffic volumes, where available. When traffic volume data was not available, the following levels of traffic were assumed: o Two-lane residential street: 2,999 • Adjacent land use type (residential, commercial/industrial) Data sources include City of Clearwater, Forward Pinellas, Pinellas County and the Florida Department of Transportation, confirmed through aerial photography and in-person field review. Next Steps The results of the LTS analysis will be combined with the results of the land use access analysis to understand where there is a density of destinations within the city that do not have comfortable walking and bicycling routes connecting them to neighborhoods. This information will be used to identify and prioritize potential projects. Attachment C: Accessibility Analysis Methodology Memorandum Date: June 17, 2025 To: Richard Hartman, City of Clearwater From: Kathrin Tellez, Fehr & Peers Subject: Active Transportation Plan Travel Access Analysis Overview Introduction As a part of the City of Clearwater Active Transportation Plan, a travel access analysis was conducted to identify locations in the region that have a high level of access to a variety of destinations via low stress walking and bicycling facilities, and parts of the region that may have high levels of access, but only on high-stress facilities. This analysis will be used to help inform the identification of new and enhanced facilities for walking and bicycling, as well as in the prioritization of projects. Based on feedback from the project’s Technical Advisory Committee (TAC), the travel access analysis considered how accessible a variety of key destinations are from the surrounding area, with the following destination types considered locations where travel access should be prioritized: • Public Schools • Transit Facilities, such as PSTA stops • Parks, including neighborhood parks and regional parks • Jobs • Shopping, including grocery stores and pharmacies • Healthcare facilities Accessibility Methodology June 17, 2025 Page 2 of 5 Methodology The distance that an average person might be able to bicycle within different time periods was based on an average biking speed of 7 miles per hour, meaning that it would take an average person about 30 minutes to travel about 3.5 miles on their bicycle. For walking access, an average walking speed of 3 miles per hour was used. These average speeds also incorporate delay at crossing locations where people may need to wait to cross the street. Some people may bike or walk faster or slower than the averages, with these speeds selected for planning purposes. For each destination type, the areas that are reachable within 1-5 minutes, 6-15 minutes, and 16-30 minutes were assessed. It was assumed that sidewalk gaps on non-residential streets were a barrier for walking trips, such that if a continuous sidewalk is not present, the walking trip could not continue. Data is not available related to sidewalk connections from the public right-of-way to building entrances, so this analysis only considers if a person can walk to the parcel frontage on public rights-of-way. Bike trips, however, were allowed to travel any road with or without bike facilities (since bicyclists can share the road with vehicles). Analysis Inputs Inputs to the analysis include network features and points of interest with the data sources for each provided below. Network The transportation system network included in the analysis reflects the following: • Bike: Existing roadway network for Clearwater; existing bicycle facilities, including trails, urban trails, protected bike lanes, two-way cycle track, bike lanes, shared lanes and shoulders (see memorandum related to the Level of Traffic Stress calculations for definitions of different facility types). • Pedestrian: Sidewalk data from FDOT, and the City of Clearwater, as well as existing trails and urban trails. Points of Interest (POIs) The following points of interest were included in the analysis: Accessibility Methodology June 17, 2025 Page 3 of 5 • Schools (Elementary, Middle, High) – Pinellas County • Transit stops – bus stops from PSTA • Parks – Pinellas County • Shopping – Supermarkets (e.g. Publix, Winn Dixie, Walmart), Markets (e.g. Dollar General, gas stations), and Pharmacies (e.g. Walgreens, CVS) • Jobs – TAZ centroids from regional model • Medical Facilities Travel Sheds Travel sheds for each point of interest type and each travel mode were developed using ArcGIS Pro, assuming a 7 mile per hour (mph) travel speed for bikes and 3 mph travel speed for pedestrians. Travel sheds were generated for 5-, 15-, and 30-minute travel times. Within each travel shed, an accessibility score was then developed: • For each mode and POI, assign accessibility score to each travel shed: o 0-5 minute sheds: Accessibility Score 3 o 6-15 minute sheds: Accessibility Score 2 o 16-30 minute sheds: Accessibility Score 1 • For Jobs POI only –number of jobs within each TAZ had to be represented differently: o Multiply accessibility score by total TAZ employment to create weighted accessibility score. For example, a TAZ with 100 total jobs would be scored as follows:  0–5-minute sheds: Accessibility Score 300  6–15-minute sheds: Accessibility Score 200  16–30-minute sheds: Accessibility Score 100 Accessibility Methodology June 17, 2025 Page 4 of 5 Joining accessibility scores to the network For each travel mode and POI, the accessibility score for each travel shed was summed over each road segment in the network. This resulted in every road segment having an accessibility score associated with it. For example, for the shopping POI type using the pedestrian network, if there are 3 5-minute sheds, 6 15-minute sheds, 10 30-minute sheds overlapping a single roadway segment, the segment accessibility score would be: Segment accessibility score (shopping, ped network) = 3*(3) + 6*(2) + 10*(1) = 31 Accessibility Score To calculate an accessibility score for each roadway segment, the scores were normalized and combined. Specifically, for each mode the segment accessibility score for each POI was scaled to a value between 0 or 1, assuming all POI types are equally as important. The total accessibility score was then calculated for each road segment for walking and bicycling modes as follows: • Sum the normalized accessibility scores for all POI types to create a total accessibility score. This score will range from 0-6 with a score of 0 meaning that no land uses are within the travel access shed, while a score of 6 means a high level of access to all destination types). Example for road segment in ped network: o Normalized shopping accessibility score: 0.6 o Normalized transit accessibility score: 0.8 o Normalized job accessibility score: 0.2 o Normalized school accessibility score: 0.1 o Normalized park accessibility score: 0.1 o Normalized medical facility accessibility score: 0.0 o Total road segment accessibility score (ped): 0.6 + 0.8 + 0.2 + 0.1 + 0.1 + 0.0 = 1.8 Accessibility Methodology June 17, 2025 Page 5 of 5 Incorporation of LTS To account for the comfort of walking and bicycle facilities provided, the underlying Level of Traffic Stress (LTS) ratings were factored into the results. Based on the stress of the routes, a score was assigned to assess the overall comfort of walking and biking to various destinations within the region. A low stress LTS was defined as LTS less than or equal to 2, and a high stress LTS was defined as higher than 2. Areas that are either inaccessible or only accessible via high stress networks received a lower score than areas that are accessible via lower stress networks. High/Low access thresholds were determined by the distribution of total road segment accessibility scores for each mode. Roadways were rated with one of four scores: • Low Stress and High Access - these are roadways where there are many destinations within the travel buffers (above average access score), and the route is comfortable (average LTS score of 2 or better). • Low Stress and Low Access - these are roadways where there are not that many destinations within the travel buffers (lower than average access score), but the route is comfortable (average LTS score of 2 or better). • High Stress and Low Access - these are roadways where there are not that many destinations within the travel buffers (lower than average access score), and the route is uncomfortable (average LTS score greater than 2). • High Stress and High Access - these are roadways where there are many destinations within the travel buffers (above average access score), but the route is uncomfortable (average LTS score greater than 2). The results are presented in the Existing Conditions report for the existing Active Transportation system. Attachment D: Public Engagement Approach Memorandum Date: January 30, 2025 To: Richard Hartman, City of Clearwater From: Kathrin Tellez, Beneetta Mary Jose, Fehr & Peers Subject: City of Clearwater Active Transportation Plan – Community Engagement Plan OR24-0059 Introduction Community outreach and engagement is a critical component of the City of Clearwater Active Transportation Plan (ATP) project. The purpose of community outreach and engagement is to collect insights about existing active transportation facilities within the city, identify barriers to walking and bicycling within the community, and identify new facilities and strategies that can be incorporated into the plan. The Project Team (consultant team and city staff) will engage the community in a variety of ways, including online through a survey and map-based feedback, stakeholder meetings, community workshops, technical advisory committee meetings, and City Council presentations. This community engagement plan has been developed considering the overarching goals of the city for this project: • Identify a citywide low-stress active transportation network that complements other travel modes, especially transit, supports future land use patterns, and connects to active transportation facilities in adjacent communities. • Improve transportation safety outcomes for vulnerable road users, including pedestrians, bicyclists, and other non-auto transportation system users. Community Engagement Plan January 30, 2025 Page 2 of 12 • Develop a feasible project list that can be implemented as standalone projects, as a part of other planned transportation system improvements, or as a part of the development process. Outreach and engagement is primarily targeted at three different groups, with additional details and specific strategies provided in this memorandum: • Technical Advisory Committee (TAC): This committee is comprised of staff from a variety of departments which will meet approximately every other month throughout the project. TAC members will play a role in project implementation and their involvement in the planning phase is aimed to support project implementation. TAC members will also help support public outreach efforts through their networks. • Stakeholder and Elected Officials: Stakeholders include people on existing city committees, disability advocates, bicycling and pedestrian advocates, school district representatives, local businesses, local transportation agencies, and others. We will hold two focused Stakeholder meetings. Updates will also be provided to the City Council at their regularly scheduled meetings as well as to the Forward Pinellas Bicycle Pedestrian Advisory Committee. • General Public: General public engagement will occur in the form of online surveys and interactive GIS based maps, as well as two community workshops. An email list of potential interested parties will be developed based on feedback from the TAC and Stakeholders, as well as the city’s general email list. Project information will be posted through the city’s social media channels. Specific requests for feedback will be requested at two points in the project. This memorandum provides an overview of the project branding, Project Team composition and expectations, online and in-person community engagement approach, and formal community engagement meetings. A process for monitoring the performance of the engagement during the project is also outlined. Project Branding Establishing a unique brand for the City of Clearwater Active Transportation Plan, known as Connecting Clearwater, can help people recognize this as an important effort within the community, strengthen its visibility and recognition, and connect this plan to other city planning efforts. The project colors utilize the City of Clearwater’s existing color palette. This brand identity will be carried across all community engagement efforts and other visual Community Engagement Plan January 30, 2025 Page 3 of 12 communication elements of the project. All project materials will include the Active Transportation Plan logo and may also include the city’s logo. The color palettes used are attached to this document in the City of Clearwater Active Transportation Plan Style Guide for reference. Project Team The Project Team consists of staff that have direct involvement in the day-to-day assignments and are responsible for the effective management of the project, and include staff from the City of Clearwater and Fehr & Peers. The names of the Project Team Members, their project role and contact information are presented in Table 1. Table 1: Project Team Name Project Role Email Richard Hartman Project Manager/Active Transportation Planner City of Clearwater richard.hartman@myclearwater.com Lauren Matzke Interim Planning & Development Director City of Clearwater lauren.matzke@myclearwater.com Kathrin Tellez Project Manager Fehr & Peers k.tellez@fehrandpeers.com Beneetta Mary Jose Project Planner Fehr & Peers b.jose@fehrandpeers.com David Caplin GIS Planner Fehr & Peers d.caplen@fehrandpeers.com Kristof Devastey Concept Development Fehr & Peers k.devastey@fehrandpeers.com Cullen McCormick Visual Communications Fehr & Peers c.mccormick@fehrandpeers.com Source: Fehr & Peers. Technical Committee A technical advisory committee (TAC) consisting of City of Clearwater staff from a variety of departments was established at the outset of the project to provide a forum for other departments who have a role in plan development and implementation, and to provide feedback as the plan is developed. Departments that are represented include the planning department, parks and recreation, solid waste, marine and aviation, public works, traffic operations, city police and fire department, neighborhood Community Engagement Plan January 30, 2025 Page 4 of 12 services and the CRA. The list of TAC members is maintained by the city project manager. There are expected to be at least seven (bi-monthly) meetings with the TAC to provide key project updates that will be incorporated into the process. The specific dates for each meeting will be established on a rolling basis to be flexible with individual scheduling needs and overall project progress. To maximize engagement and participation at TAC meetings, they will be held in-person at a convenient location within the city, with a virtual option. Agendas and materials will be shared in advance of each meeting, and meeting minutes will be prepared to document key decision points and action items. Each TAC meeting is expected to have a duration of approximately 60 minutes. These meetings will be relatively informal, relying on materials prepared as a part of on-going analyses, and the consultant will prepare agendas for each of these meetings such that the key departments who can contribute most to the conversation will be encouraged to attend. The expected time commitment over the approximately 16-month period of the TAC involvement is 8 to 12 hours, which includes time to participate in each of the meetings, review materials in advance of meetings, solicit feedback from others within their department, and participate in methods of public engagement (optional). A tentative schedule and topic for TAC meetings is as follows: • Meeting #1 – December 2024: Project Overview • Meeting #2 – January 2025: Preliminary Existing Conditions Assessment, Policy Review, Engagement Strategies • Meeting #3 – April 2025: Preliminary Project List • Meeting #4 – June 2025: Prioritized Project List • Meeting #5 – August/September 2025: Review of Concept Plans • Meeting #6 – October 2025: Draft Plan Overview • Meeting #7 – December 2025: Final Plan Review / Implementation Strategies Community Engagement Community engagement serves multiple purposes as it allows the Project Team and TAC to learn more about day-to-day transportation concerns and community goals. Listening to the community, providing education related to overall project goals, and addressing concerns is intended to help develop a plan that has widespread community support, and furthers city’s goals. Feedback is crucial to understand where the existing active transportation facilities are within the city and identify new facilities Community Engagement Plan January 30, 2025 Page 5 of 12 that can be implemented as a part of roadway improvement projects, development projects, or as standalone projects. We aim to hear about transportation options from a variety of voices that live, work and travel in the City of Clearwater, not just those who are comfortable speaking in a public setting, or who have time to attend an in-person community meeting. The following sections outline key mechanisms to provide information to the community about the project and solicit feedback. Stakeholder Engagement Feedback from key stakeholders throughout plan development will help shape the direction of the plan, resulting in a list of projects that have support of staff, the community, and elected officials. Potential stakeholders include members of existing city committees, disability advocates, bicycling and pedestrian advocates, school district representatives, and others who have unique insight that will be valuable to plan preparation and project identification. While representatives from the Florida Department of Transportation, Pinellas County and Forward Pinellas may be invited to stakeholder meetings, the city project manager will present periodic project updates to the Forward Pinellas Bicycle and Pedestrian Advisory Committee and Technical Coordinating Committee where staff from other agencies can provide feedback on the plan as it progresses. As projects are identified, one-on-one meetings may be held with Pinellas County or FDOT if projects are proposed on their roads. Two in-person focused meetings will be conducted with the stakeholder group in addition to their participation in project workshops (see next element). A virtual option will be considered if needed to ensure participation from a diverse set of stakeholders. In advance of the meeting, Fehr & Peers will prepare an outline of meeting topics and goals for review by city staff. Based on the feedback, meeting materials will be prepared which will likely include a PowerPoint presentation and maps. Meeting minutes will be provided after each meeting for the project record. Tentative dates and discussion topics are as follows: • Stakeholder Meeting #1 – February 2025: Project overview and goals, project schedule, project engagement plan, preliminary existing conditions analysis, discussion of corridors and intersections to be considered as part of an active transportation network or for priority review, and information to aid in the preparations for the first community workshop. • Stakeholder Meeting #2 – September 2025: Review of the first community workshop and public feedback, preliminary project prioritization criteria, initial Community Engagement Plan January 30, 2025 Page 6 of 12 priority project list and draft active transportation network, and discussion to aid in the preparations for the second community workshop. Community Workshop Two in-person community workshops will be held as a part of the project. Tentative dates and discussion topics are as follows: • Community Workshop #1 – March 2025: Confirm the extent of the existing active transportation network, obtaining feedback on where people would like to see improved walking and bicycling facilities, and share preliminary findings of the existing conditions analysis. • Community Workshop #2 – June 2025: Presentation of the draft Active Transportation network and project list for feedback and comment for incorporation into the draft plan, as well as feedback on the prioritization criteria. The workshops will be designed to be interactive so that the draft ATP network reflects the vision and desires of the community and the elected officials. Fehr & Peers will provide meeting materials such as two sets of presentation boards (approximately 6 boards for each workshop), and maps/roll plots, and will prepare and deliver a PowerPoint presentation. City Council Meetings Three formal City Council presentations will be developed and delivered, including one council workshop, one work session and one regular meeting for approval. Council Mid-point workshop (May 2025) Fehr & Peers will provide an overview of the existing conditions analysis, feedback from the stakeholders and community, preliminary prioritization criteria, and the types of projects that have been identified as part of the preliminary prioritization list. The draft plan and preliminary prioritization list will be updated based on feedback received at the council workshop and subsequent council meetings and presented at the project approval meeting. Council Project Approval (January-February 2026) Fehr & Peers will provide an overview of the entirety of the planning process during the Council Work Session to advance the project for approval at the Regular Session, outlining each step of the process, the outcomes, feedback received during the Community Engagement Plan January 30, 2025 Page 7 of 12 planning process, and how that feedback was incorporated into the plan. Fehr & Peers will also be available to answer questions at the Regular Session for approval. Online Engagement Online based engagement as part of this project includes online messaging of opportunities to be involved in the project’s development, a survey, and an interactive map where people can provide specific feedback. Access to the web based engagement survey and map will also be provided through the City of Clearwater website (potentially through the “Long Range Planning” tab). Fehr & Peers will provide context and images for the city’s website, with links to surveys and other project materials. The text/images will be updated up to 3 times during the project. We expect that the posts will be centered around the following topics: • Post 1 – Project Introduction and Link to Survey/Map (February 2025) • Post 2 – Share Draft Network for Feedback with link to Map (August 2025) • Post 3 – Share Public Review Draft of Plan for Feedback (November 2025) We recommend that all social media activity for the project be conducted through existing accounts on Facebook, Instagram, Nextdoor, and X/Twitter to capitalize on the existing base of followers and to ensure a consistent source of project messages. All public-facing communications and materials will be reviewed and approved by the City of Clearwater staff. Community Survey & Interactive/Crowdsource Mapping Fehr & Peers will develop and host a webmap that will crowdsource (using Social Pinpoint software) location-based feedback from the public about where they experience walking and bicycling challenges and would like to see new and improved facilities. As part of the location-based feedback, general questions related to walking and biking will be asked to gauge general sentiments. The survey and map will be designed for use on a computer and mobile device. The tool is a helpful building block for assessing existing conditions by identifying challenges that might not be readily apparent in the data. The team will solicit feedback at the beginning of the project to understand where people like to walk and bike in the community, where they would like to see improved facilities, and to confirm the extent of the existing network. Towards the end of the project, a draft network and priority projects will be shared with the community to allow an opportunity for public feedback to inform the final plan. Potential survey questions for the first round of community engagement include: Community Engagement Plan January 30, 2025 Page 8 of 12 1) How often do you walk to the following places? Everyday A few times a week A few times a month A few times a year Never N/A or does not apply to me Going to work or school Going to/taking children to school Running errands (shopping / medical appointments) Visiting friends or family Going to a bus or ferry stop For exercise or leisure 2) How often do you bike to the following places? Everyday A few times a week A few times a month A few times a year Never N/A or does not apply to me Going to work or school Going to/taking children to school Running errands (shopping / medical appointments) Visiting friends or family Going to a bus or ferry stop For exercise or leisure 3) What other locations would you like to walk or bike to if it were easier? Community Engagement Plan January 30, 2025 Page 9 of 12 4) What general improvements would make it easier for you to walk to the places listed above? If you would like to provide specific locations for projects, please note those on the map on the next page. 5) What general improvements would make it easier for you to bike to the places listed above? If you would like to provide specific locations for projects, please note those on the map on the next page. 6) Rank your transportation safety concerns in Clearwater by order of importance (from most important to least important). • Drivers speed • Drivers failing to yield to pedestrians • Impaired driving (e.g., alcohol, cannabis) • Distracted driving (e.g., cell phones, vehicle screens) • Dangerous intersections • Lack of crosswalks • Long distances/not enough time to cross the street • Poor accessibility for people with disabilities • Lack of safe routes for children to walk to school • Lack of safe routes for children to walk to parks • Lack of sidewalks/poor condition of sidewalks • Lack of bike lanes or paths/poor condition of bike lanes or paths • Lack of street lighting along corridors and/or at crossing locations • Other 7) Do you not go places because you do not feel safe traveling there? Why? (yes / no and open-ended response) 8) Do you or an immediate family member have a disability that affects your mobility and travel choices? (yes / no) 9) Would you like to stay involved? Please provide your email to receive project updates or invites to upcoming events. (OPTIONAL) In addition to the survey questions, we can also develop a visual preference survey to assess the characteristics of facilities where people feel most comfortable walking and biking. For this, we will use pictures of typical bicycle and pedestrian facility types in Clearwater and the surrounding communities, supplemented by pictures of facilities elsewhere in the state if the bicycle or pedestrian facility type is not present in Pinellas County. A sample visual preference survey is attached. The information gathered from the visual preference survey can be used to help inform the types of bicycle and pedestrian facilities that are included in the plan, and the potential need for educational materials related to specific bicycle facility types. Demographic questions will also be asked at the end of the survey, consistent with the questions the city has used for other projects for comparison purposes. Community Engagement Plan January 30, 2025 Page 10 of 12 Timeline of Activities The activities, associated timelines, and responsibilities leading up to the different events are noted in Table 2, which is provided as an attachment. Engagement Performance Measures The engagement process will be documented in various deliverables, including the existing conditions report and the final plan, including performance measures. Potential performance measures are identified below: • Number of event participants • Number of survey respondents and quality of feedback • Geographic and demographic diversity of community feedback from along the corridor [e.g., type of user (commuter, resident, household with local student, local employee, etc.), age, race/ethnicity, gender, etc.] • Social media engagement and metrics (if available) • Overall satisfaction with the community engagement efforts based on feedback from the Project Team, elected officials, and the community Conclusion This completes the draft Connecting Clearwater Active Transportation Plan community engagement plan. We look forward to discussing additional engagement specifics as the overall project progresses to ensure the right feedback is provided to develop an implementable plan with public support. If you have any questions, please contact Kathrin Tellez (k.tellez@fehrandpeers.com) at (321) 754-9902 if there are questions. Attachments: Branding Guide Sample Visual Preference Survey Table 2 – Schedule of Engagement Community Engagement Plan January 30, 2025 Page 11 of 12 Table 2: Schedule of Engagement Task Activity Fehr & Peers City of Clearwater Action Complete by Action Complete by Community Engagement Plan Draft Community Engagement Plan Submit Plan December 20, 2024 Review & Provide Comments January 6, 2024 Final Community Engagement Plan Submit Plan January 10, 2024 Approve Final Plan January 21, 2025 Technical Committee Meeting Meeting 1 Prepare agenda outline three weeks before meeting and draft presentation within a week of meeting. December 3, 2024 Coordinate with TAC to schedule meeting and review meeting materials December 3, 2024 Meeting 2 Prepare agenda outline three weeks before meeting and draft presentation within a week of meeting. January 31, 2025 Coordinate with TAC to schedule meeting and review meeting materials January 31, 2025 Meeting 3 Prepare agenda outline three weeks before meeting and draft presentation within a week of meeting. April 2025 Coordinate with TAC to schedule meeting and review meeting materials April 2025 Meeting 4 Prepare agenda outline three weeks before meeting and draft presentation within a week of meeting. June 2025 Coordinate with TAC to schedule meeting and review meeting materials June 2025 Meeting 5 Prepare agenda outline three weeks before meeting and draft presentation within a week of meeting. August or September 2025 Coordinate with TAC to schedule meeting and review meeting materials August or September 2025 Meeting 6 Prepare agenda outline three weeks before meeting and draft presentation within a week of meeting. October 2025 Coordinate with TAC to schedule meeting and review meeting materials October 2025 Meeting 7 Prepare agenda outline three weeks before meeting and draft presentation within a week of meeting. December 2025 Coordinate with TAC to schedule meeting and review meeting materials December 2025 Online Based Engagement Survey Questions Submit for review Finalize Questions December 19, 2024 January 17, 2025 Review & Provide Comments January 6, 2025 Outreach Materials for Community Engagement Develop flyer and online ads / submit for review Finalize January 13, 2025 After TAC Meeting #2 Review & Provide Comments January 20, 2025 Draft Online Survey and Interactive Map Submit for review Finalize January 17, 2025 After TAC Meeting #2 Review & Provide Comments January 24, 2025 February 6, 2025 Launch Online Engagement Finalize Survey and Interactive Map After TAC Meeting #2 and Stakeholder Meeting #1 Promote and post flyer and include links to online engagement on city's website After TAC Meeting #2 and Stakeholder Meeting #1 Focused Stakeholder Engagement Stakeholder Meeting #1 Prepare meeting materials Facilitate meeting January 27, 2025 February 6, 2025 Review & Provide Comments January 31, 2025 Community Engagement Plan January 30, 2025 Page 12 of 12 Task Activity Fehr & Peers City of Clearwater Action Complete by Action Complete by Stakeholder Meeting #2 Prepare meeting materials Facilitate meeting Late July/Early August September 2025 Review & Provide Comments Within a week of submittal Schedule Workshop #1 Work with city and TAC to finalize date (likely end of March after spring break for area schools) January 31, 2025 Secure venue and advertise workshop on website and social media February 18, 2025 Workshop Materials #1 Submit draft workshop materials February 21, 2025 Review & Provide Comments February 28, 2025 Finalize and print boards, and other materials March 14, 2025 Community Workshop #1 Set up venue and Facilitate workshop Day of Workshop Set up venue Day of Workshop Schedule Workshop #2 Work with city and TAC to finalize date (likely end of March after spring break for area schools) In advance of 1st workshop Secure venue and advertise workshop on website and social media May 1, 2025 Workshop Materials #2 Submit draft workshop materials May 30, 2025 Review & Provide Comments June 6, 2025 Finalize and print boards, and other materials June 13, 2025 Community Workshop #2 Set up venue and Facilitate workshop Day of Workshop Set up venue Day of Workshop City Council Presentations Council Mid-Point Workshop Prepare materials for Council workshop – submit at least 4 weeks in advance of meeting Present at Council Meeting April 1, 2025 May TDB Review & Provide Comments April 8, 2025 Council Project Approval Prepare materials for work session Late 2025/early 2026 Review & Provide Comments Within a week of submittal Presentation at work session Early 2026 Presentation at regular session Early 2026 Connecting Clearwater Project Style Guide LOGO: PRIMARY This is the preferred project logo and should be used as shown above. Avoid placing the logo on busy or low-contrast backgrounds. COLORS C: M: Y: K: R: G: B: #005F9B 92% 48% 0% 23% 0 95 155 Dark Blue Project name C: M: Y: K: R: G: B: #FFCF01 0% 18% 100% 0% 255 207 1 Yellow Walking C: M: Y: K: R: G: B: #EF4871 0% 87% 36% 0% 239 72 113 Magenta Biking C: M: Y: K: R: G: B: #F7941D 0% 50% 100% 0% 247 148 29 Orange Accessibility C: M: Y: K: R: G: B: #6ACFF6 51% 0% 0% 0% 106 207 246 Light Blue Transit C: M: Y: K: R: G: B: #A1CE57 41% 0% 85% 0% 161 206 87 Light Green Environment FONT: ADOBE CREATIVE SUITE Zurich BT -20 tracking Optical kerning LOGO: ONE COLOR A single-color alternate logo may be used in special applications(e.g. single-color printing, lock-ups with other logos). FONT: MICROSOFT OFFICE & WEB Arial I Feel Comfortable Biking on... Check all that apply Two-Lane Roads with No Bike Lanes Roads with Side Paths Roads with Buffered Bike Lanes (narrow buffer)Roads with Buffered Bike Lanes (wide buffer) Roads with Protected Bikeways (vertical protection) Four-Lane Roads with Bike Lanes Roads with Shared Lane Markings (“sharrows”) Four-Lane Roads with No Bike Lanes Trails / Shared-Use Biking & Walking Paths Roads with Protected Bikeways (concrete separator) Six-Lane Roads with Bike Lanes Two-Lane Roads with Bike Lanes SPEEDLIMIT20 SPEEDLIMIT25 SPEEDLIMIT40 SPEEDLIMIT25 SPEEDLIMIT25 SPEEDLIMIT30 SPEEDLIMIT40 SPEEDLIMIT35 SPEEDLIMIT25 SPEEDLIMIT50 Attachment E: Public Engagement Summary Memorandum Date: June 17, 2025 To: Richard Hartman, City of Clearwater From: Kathrin Tellez, Fehr & Peers Beneetta Mary Jose, Fehr & Peers Subject: Active Transportation Plan Public Engagement Summary Introduction Community outreach and engagement is a critical component of the Connecting Clearwater Active Transportation Plan (ATP) for both informing the public and key stakeholders about the effort and for soliciting their feedback. This memorandum summarizes feedback received from the public during the first round of community engagement including online engagement and public workshop, which generally occurred between January 20 and April 18, 2025. Key findings from the engagement efforts include: • The engagement website was visited over 600 times by 420 unique visitors. While not each visitor to the site provided feedback, a total of 233 comments were made by 112 unique visitors. • Eighteen people (not including city staff and the consultant team) attended the in- person public workshop to learn more about the project and provide feedback. • The top three transportation safety concerns identified by survey respondents are: o Lack of bike lanes or paths/poor condition of bike lanes or paths o Drivers failing to yield to pedestrians o Lack of sidewalks/poor condition of sidewalks Public Engagement Summary June 17, 2025 Page 2 of 20 • 53% of outreach respondents do not walk or bike to places because they do not feel safe traveling there. • Most survey respondents indicated a desire for biking and walking facilities with a buffer between the facility and moving cars. • Most people like the trail system, and would like to see it expanded, as well as complemented by parallel facilities that can be used for walking and biking at night. • Ideas for new projects in specific areas were identified. • Several respondents noted that they are supportive of more walking and biking facilities provided the trade-offs with auto travel are properly evaluated and balanced. Online Engagement The engagement materials were hosted on an online platform called Social Pinpoint, which people could access through the City of Clearwater project website (https://www.myclearwater.com/My-Government/0- City-Departments/Planning- Development/Connecting-Clearwater-Active- Transportation-Plan). The goal of the engagement was to understand the barriers to walking, including use of personal mobility devices, like wheelchairs and mobility scooters, and biking that community members face, what their values and interests are related to walking and biking, and what kind of projects they would like to see implemented to make it easier for them to walk and bike to key destinations. The outreach was comprised of two components, a survey and a comment map. An option for people to call or email feedback was also available for people who do not have access to the internet or do not feel comfortable using it. Online outreach was conducted through a variety of social media platforms and other outreach methods, with a sample outreach ad shown to the right. The project flyer was posted across different city social media accounts, including Facebook, Instagram, X and LinkedIn. Other means of sharing included weekly e-newsletters, news items Public Engagement Summary June 17, 2025 Page 3 of 20 on websites, media alerts, press releases, and video slides before city council meetings in council chambers. Information was also shared with the project Technical Advisory Committee and Stakeholder group, and flyers were handed out at events including the Pinellas Trail Education and Enforcement Day. In total, the project site was visited over 600 times by 420 unique visitors. While not each visitor to the site provided feedback, a total of 233 comments were made by 112 unique visitors. Most people (58%) accessed the site directly from the city project webpage. 35% of people accessed it directly (not linked from another website or social media), and the remainder accessed it from social media, a direct campaign (like an emailed link), or from a search engine. The following sections provide summaries of the feedback received from the survey and comment map. The online feedback portal was organized with the following sections: Project Overview: Provided a definition of an Active Transportation Plan, Project Purpose and Goals, and Key Task Schedule. Mapped Feedback: Respondents were asked Where would you like to walk or bike and what ideas do you have for new walking and/or biking facilities? Comments that were visible to others could be placed in different categories: 1) biking facility, 2) walking facility, 3) crossing improvement, 4) safety improvement and 5) other. Other respondents could upvote or downvote a comment. Survey: Brief survey to better understand where people walk and/or bike in the community, where they would like to walk and bike, as well as what types of improvements on our transportation system could be made to increase their comfort level when walking and bicycling . Demographic questions were also asked. Facility Preference Survey: Based on several prototypical roads in Clearwater, respondents were asked if they would feel comfortable walking or biking on different types of facilities. Map Comments The comment map provided an online map of the existing bicycle and pedestrian facilities in the City of Clearwater and allowed users to leave comments. There were five pre-set options for comment types, each of which gave the user the possibility to write in a comment. The map was in English and within the survey there was option to change to Spanish if people preferred to take the survey in Spanish but no map comments in Spanish were provided. The five options were: • Biking Facility • Walking Facility Public Engagement Summary June 17, 2025 Page 4 of 20 • Crossing Improvement • Safety Improvements • Other About 34% of the comments were related to biking facilities, 16% were related to walking facilities, 29% were related to crossing improvements, 11% safety improvements, and 10% other. The general themes that emerged from the comments revolve around a strong need for improved bicycle and pedestrian infrastructure. Many comments pointed to the lack of bike facilities, such as missing or need for protected bike lanes, and called for the addition of bike signals and storage areas. There was also a major focus on the need for safer pedestrian crossings, with requests for more marked and controlled crosswalks. Connectivity issues were another recurring concern, including gaps in the trail network, sidewalk connections, and linkages to major destinations like parks and ferries. Several comments highlighted problems with narrow sidewalks, ADA accessibility, including utility poles in the sidewalks, and poor sidewalk conditions, emphasizing the need for pedestrian-friendly improvements. Safety stood out as a critical theme as well, with calls for speed management, better lighting, and public education on new infrastructure like roundabouts. Finally, broader elements such as adding trees, improving intersections, enhancing bus stops, and maintaining trails were also mentioned as important to creating a safer, comfortable and more connected environment for all users. Most of the comments were along Cleveland Street, Court Street, Druid Road, Drew Street, Coachman Road, Sunset Point Road and Union Street. The image below shows general distribution of comments throughout the city. All the comments received are noted in a tabular format in Table 1 (All tables provided at the end of this memorandum due to their length). Public Engagement Summary June 17, 2025 Page 5 of 20 Online Survey Results The survey consisted of questions related to where people currently walk and bike and where they would like to walk and bike, as well as what types of improvements could be made to increase their comfort level when walking and bicycling on our transportation system. Each question is provided below with a summary of responses. Since Spanish is the most widely spoken language in the region after English, the Social Pinpoint platform included an option to translate the survey for respondents who preferred to take it in Spanish. A total of 95 people took the survey, but not all participants answered every question. The number of people who answered each question is provided below for each question in the following format (number of people responding/ total overall respondents). In total, 256 written comments were provided on the survey, in addition to the specific mapped comments. Question 1: How often do you walk to the following places? (95/95) Walking for exercise or leisure stood out as the most frequent activity, with 44% walking daily and 43% a few times a week, and only 1% reporting that they never walk for this reason. Very few people walk to work or school regularly, with only 5% walking every day and 3% a few times a week, while 42% never walk to these destinations and 45% indicated it does not apply to them. Walking children to school does not apply to more than (54%) of respondents, 6% walk children to school every day, and 37% never do. Walking for errands was more common, with 17% walking a few times a week and 16% a few times a month. About 21% of respondents walk a few 0%10%20%30%40%50%60%70%80%90%100% Going to work or school Going to/taking children to school Running errands (shopping / medicalappointments) Visiting friends or family Going to a bus or ferry stop For exercise or leisure Everyday A few times a week A few times a month A few times a year Never N/A or does not apply to me Public Engagement Summary June 17, 2025 Page 6 of 20 times a week and 18% a few times a month to visit friends or family, while 36% never walk for that purpose. Walking to a bus or ferry stop was less common, with just 4% walking daily and 1% weekly, while nearly half (49%) never do and 21% said it does not apply. Question 2: How Often do you bike to the following places? (95/95) Similar to walking, biking for exercise or leisure was the most comment reason: 17% of respondents bike daily, 30% bike a few times a week, and 18% bike a few times a month, with only 15% saying they never bike for exercise or leisure. Very few respondents bike regularly to work or school, with only 4% biking every day and 3% a few times a week, while 43% never bike for this purpose and 39% said it does not apply to them. Similarly, biking to take children to school was uncommon, with 3% biking every day and 6% a few times a week; however, 42% never bike for this purpose and nearly half (49%) said it does not apply. About 5% of respondents bike for errands every day, 16% a few times a week, and 13% a few times a month, with 39% reporting never biking for errands. When visiting friends or family, 7% bike every day, 15% a few times a week, and 16% a few times a month, while 40% never do. Biking to a bus or ferry stop was rare, with less than 1% biking daily, only 1% biking a few times a week, and more than half (55%) never biking for this purpose. The survey results suggest that walking is a more common mode of travel than biking for most everyday activities among survey respondents. While walking for exercise or leisure is the most frequent reason for walking, with most respondents walking daily or weekly, walking for practical purposes like commuting to work, school, or running errands is less common, with 0%10%20%30%40%50%60%70%80%90%100% Going to work or school Going to/taking children to school Running errands (shopping / medicalappointments) Visiting friends or family Going to a bus or ferry stop For exercise or leisure Everyday A few times a week A few times a month A few times a year Never N/A or does not apply to me Public Engagement Summary June 17, 2025 Page 7 of 20 many respondents either never walking or indicating it does not apply to them. Similarly, biking is primarily used for exercise and leisure, with relatively few people biking regularly to access destinations like work, school, or transit stops. Overall, both walking and biking are most popular for recreational purposes rather than for transportation needs, highlighting a potential opportunity to improve infrastructure, accessibility, and safety to encourage more active transportation for daily trips. Question 3: What other locations would you like to walk or bike if it was easier? (75/95) Respondents noted a wide variety of specific and general destinations where they would like to walk or bike to, including grocery stores, downtown, grocery stores, the library, parks, access trails, restaurants, beach area, recreation centers, and other neighborhoods. The full text of the responses is provided in Table 2 (at the end of this memorandum). Question 4: What general improvements would make it easier for you to walk to the places listed above? (66/95) Respondents noted walking and biking facility improvements in response to both questions 4 and 5. Therefore, we combined the summary to minimize repetition. Please see below for responses. Question 5: What general improvements would make it easier for you to bike to the places listed above? (71/95) Respondents noted a wide range of potential improvements that would make it easier for them to walk or bike to the places they listed in question 3: • Continuous sidewalks • Wider sidewalks • Protected bike lanes • Improved crossings • Better sidewalk, trail and road surfaces • Trail extensions • Improved connections between neighborhoods and destinations such as schools, shopping centers and parks • Improved signage • Improved pavement markings • Traffic calming • Shade Public Engagement Summary June 17, 2025 Page 8 of 20 • Covered bike racks at destinations In addition to infrastructure improvements, there were some non-infrastructure improvements noted, including: • Affordable housing • Improved driver behavior The full text of the feedback is provided in Table 3 (at the end of this memorandum). Question 6: Rank your transportation safety concerns by order of importance. (95/95) The next question asked people to rank their top transportation safety concerns in Clearwater, as summarized below by rank. Top concerns include lack of bike lanes, drivers failing to yield to pedestrians, lack of sidewalks, dangerous intersections and distracted driving. 1. Lack of bike lanes or paths/poor condition of bike lanes or paths 2. Drivers failing to yield to pedestrians 3. Lack of sidewalks/poor condition of sidewalks 4. Dangerous intersections 5. Distracted driving (e.g., cell phones, vehicle screens) 6. Drivers Speed 7. Lack of safe routes for people to walk to parks and other recreation facilities 8. Lack of crosswalks 9. Lack of safe routes for children to walk to school 10. Lack of street lighting along corridors and/or at crossing locations 11. Long distances/not enough time to cross the street 12. Poor accessibility for people with disabilities 13. Impaired driving (e.g., alcohol, cannabis) Question 7 & 8: Do you not go places because you do not feel safe traveling there? (95/95) Why? (61/95) Over half (53%) reported that they avoid going to certain places because they do not feel safe traveling there. Common reasons cited include lack of / poor lighting, high traffic volumes, distracted driving, too many roads to cross, lack of respect of drivers towards bicyclists, unsafe left-turns required, and destinations are on the busiest roads. Full responses are provided in Table 4 (at the end of this memorandum). Public Engagement Summary June 17, 2025 Page 9 of 20 Question 9: Do you or an immediate family member have a disability that affects your mobility and travel choices. (95/95) If yes, please describe what would help you achieve greater levels of mobility. (16/95) Approximately 11% of respondents indicated that either they or a family member have a disability that affects their mobility and travel choices. Approximately 10% of Clearwater residents are classified as disabled. Ideas to help improve mobility included protected sidewalks, more time to cross the street, consistently accessible routes, smoother sidewalks and crossings for people in wheelchairs, more public transportation with improved stops (seating/shelters), improvements for people with visual impairments. Demographic Information As part of the survey, we asked participants for demographic data, including race/ethnicity, gender and age. The percentage of survey respondents who are white is disproportionately higher than the city population, and the Black or African American population being the most underrepresented. Responses by gender were higher for people that identify as females (64%) than males (30%). Approximately 5 percent of responds preferred not to state. About 2% of people under the age of 18 were survey respondents. People between 65-74 are slightly overrepresented in the survey responses followed by people within the 55-64 and 35-44 age range. About 33% of the respondents had an annual household income of more than $100,000 and 17% preferred not to state. Overall, survey respondents were more female, whiter, and older than the general population. Several attempts were made throughout the survey process to engage with a wider range of Clearwater residents through outreach to the Hispanic Outreach Center and other local community organizations. Public Engagement Summary June 17, 2025 Page 10 of 20 Facility Preference Survey In this section, survey respondents were shown a series of images of different street and trail environments from low-stress residential streets without sidewalks to multi-lane roads with protected bike lanes and dedicated urban trails and asked whether they felt comfortable walking, biking, both, or neither in each setting. By pairing each facility type with a clear “Yes/No” choice for walking and for biking, we were able to capture how design features influence perceived safety and usability. The facility categories include: • Residential streets (with and without sidewalks), • Roads with shared-lane markings, • Four and six lane arterials with varying bike treatments (standard lanes, buffered lanes, protected lanes, urban trails), and off-street trails. The following are the results of the survey organized by facility type and accompanied by their images which illustrate where the community feels most and least at ease when traveling on foot or by bicycle. Yes to Walking: 39% No for Walking: 61% Yes to Biking: 58% No to Biking: 42% Public Engagement Summary June 17, 2025 Page 11 of 20 Yes to Walking: 90% No for Walking: 10% Yes to Biking: 48% No to Biking: 52% Yes to Walking: 60% No for Walking: 40% Yes to Biking: 13% No to Biking: 87% Public Engagement Summary June 17, 2025 Page 12 of 20 Yes to Walking: 85% No for Walking: 15% Yes to Biking: 5% No to Biking: 95% Yes to Walking: 87% No for Walking: 13% Yes to Biking: 42% No to Biking: 58% Public Engagement Summary June 17, 2025 Page 13 of 20 Yes to Walking: 97% No for Walking: 3% Yes to Biking: 67% No to Biking: 33% Yes to Walking: 64% No for Walking: 36% Yes to Biking: 21% No to Biking: 79% Public Engagement Summary June 17, 2025 Page 14 of 20 Yes to Walking: 81% No for Walking: 19% Yes to Biking: 50% No to Biking: 50% Yes to Walking: 97% No for Walking: 3% Yes to Biking: 93% No to Biking: 7% Public Engagement Summary June 17, 2025 Page 15 of 20 Overall, the comfort level of respondents increased as the level of separation between the walking or biking facility and vehicular travel lanes increased. This feedback was similar to the feedback received during the community workshop, where most people noted that they feel comfortable walking and/or biking on trails, but not high-speed roadways. Yes to Walking: 100% No for Walking: 0% Yes to Biking: 93% No to Biking: 7% Yes to Walking: 97% No for Walking: 3% Yes to Biking: 100% No to Biking: 0% Public Engagement Summary June 17, 2025 Page 16 of 20 Community Workshop A public workshop was conducted on April 10th from 5:30 to 7:30 PM at Countryside Library to obtain in-person feedback from the community to supplement the online feedback. Community members and stakeholders were invited to share their experiences, concerns and ideas related to potential network connection, safety, mobility and accessibility. The following materials were prepared for the workshop: Presentation that identified the goals of the project, highlights of the existing conditions assessment, and an overview of the workshop materials. Presentation boards on the following: • Existing and Planned Bike Network – 1 of entire City; 3 inset boards (purpose – invite people to note where they might like to see new facilities, if there are existing facilities we missed, confirm that there is still a desire for planned facilities on map) • Existing Sidewalk Coverage and streets without sidewalks (purpose – invite people to note where they might like to see sidewalk upgrades, or sidewalk gap closures prioritized) • Safety – included High Injury Network and map of all Bike/Ped Crashes (purpose – invite people to note where they may have had near-misses and/or do not walk or bike because they don’t feel safe) • Visual Preference Survey – show different facility types and ask if people would feel comfortable walking or biking on them or not (purpose – this would be the same preference survey shown on the social pinpoint site, and help with getting additional data points) • Different facility types – show different types of bike facilities (purpose – this board would be primarily educational so that everyone can see how we are defining a “trail” for the purpose of this plan) • Bicyclist Level of Traffic Stress – map of bicyclist level of traffic stress results (purpose – people can note if their experiences are much different than shown on the map) Public Engagement Summary June 17, 2025 Page 17 of 20 • Pedestrian Level of Traffic Stress – map of pedestrian level of traffic stress results (purpose – people can note if their experiences are much different than shown on the map) In addition to the presentation and other materials, paper copies of the online survey and links to the survey were provided. There were 18 people in attendance at the workshop in addition to the project team. A variety of comments were received, with pictures of the presentation boards with feedback shown below. Some of the comments received include: Public Engagement Summary June 17, 2025 Page 18 of 20 • The north-south connections in the area are generally better, but there is a strong need for improved east- west connections. Drew Street, in particular, is very dangerous for cyclists, and it may be worth considering rerouting bike traffic to Cleveland Street instead. • There should also be a focus on strengthening the connection to the Long Center. • Additionally, the trail network should not stop at the Clearwater city limits; it should extend into surrounding cities to create a more complete system. Expanding the network would help the public better understand where the missing links are and provide more insight into the broader planning process. • Exploring the potential to add a trail along the CSX corridor could be valuable, especially since the area is already in a dilapidated condition. • Improvements to biking along Drew Street are critical due to its unsafe conditions, and shared lanes in the Sunset Point area also do not provide a safe environment. • There is a Pinellas County study underway for the Gulf- to-Bay and Belleair Road intersection that includes concept plans, and FDOT is currently conducting a broader study of the Gulf-to-Bay corridor to ensure improvements are not siloed to just the intersection area. • Dunedin is also updating their citywide Multimodal Transportation Plan that should be integrated into this plan. Public Engagement Summary June 17, 2025 Page 19 of 20 • E-mobility devices should be considered in the plan. • Golf carts should be considered in the plan. Countywide Survey The general sentiments from the online and in-person engagement activities were compared to the 2023 Pinellas County Transportation Survey, as the countywide survey has significantly more responses and represents a broader range of residents in Pinellas County. The countywide survey responses demonstrate community support for safer, more connected, and multimodal transportation systems: countywide, 91% of residents prioritized safety improvements and 88% backed investment in pedestrian facilities like sidewalks and crosswalks yet only 65% agreed they can safely walk anywhere, mirroring feedback related to hazardous conditions on corridors such as Drew Street and Sunset Point, and calls for protected crossings, bike lanes, and bike‐ detection signals. County respondents also showed 93% support for roadway maintenance and 93% for traffic‐ flow technology. Several respondents in the Clearwater survey note filling trail gaps (e.g., Crest Lake Park to Cleveland), maintaining existing paths, and repurposing under-used four-lane roads for improved walking and biking facilities. On regional connectivity, 64% of county participants Public Engagement Summary June 17, 2025 Page 20 of 20 want better access to regional destinations, dovetailing with Clearwater’s demand to link local trails to Dunedin and beyond and to strengthen east–west and north–south routes. Only 34% of countywide respondents find transit convenient and just 42% would expand it echoing Clearwater’s feedback that shared lanes and transit facilities in areas like Sunset Point feel unsafe or inadequate. Both datasets underscore readiness for “road diets” and speed management (63% of county respondents would accept lower speed limits), and both recognize traffic congestion (66%) and a lack of transportation alternatives (33%) as top future challenges. Together, these insights create a unified vision to develop and implement safety, connectivity, maintenance, and resilience projects that serve drivers, cyclists, pedestrians, and transit riders alike. Next Steps The public engagement participants provided insightful feedback about what they would like the network to look like. The project team will use this feedback to help identify specific locations for different facility types throughout the community as a part of the future network development. Attached Tables Note: The comments provided in Tables 1 through 4 are provided verbatim from the survey responses, and may contain typographical, grammar and spelling errors. Table 1: Map Based Feedback Table 2: What other locations would you like to walk or bike if it was easier? Response Summary Table 3: What general improvements would make it easier for you to walk or bike to the places listed above (from Table 2)? Table 4: Do you not go places because you do not feel safe traveling there? Why? Public Engagement Summary June 17, 2025 Feedback Tables Table 1: Map Based Feedback Comment Number Map Based Feedback 1 There is not crossing at Drew Street, for kids to go to Clearwater Fundamental by themselves. 2 It is missing two blocks of a good bike trail to connect Crest Lake park with the new bike trail at Cleveland. 3 Add bike detection at this super-long traffic signal 4 Add Sharrows between Drew and Cleveland or Gulf to Bay 5 Add bike lanes between Cleveland and Gulf to Bay 6 This part of Cleveland has no bike lanes - at least add sharrows. 7 Protected crossing of Drew and speed mgmt 8 Connect RW Trail to jobs west of Belcher 9 Connect to the Pinellas Trail west of Keene through the neighborhood or along SP Road. 10 Add bike lanes between 19 and McMullen Booth on 590 to close a gap. 11 Could be nice to have a designated area on the boardwalk for all those on wheels or even a protected bike lane. 12 People go way too fast on this road and do not yield to pedestrians. 13 This road is four lanes wide and no one uses it. It could be better used as biking facilities 14 This is a connector for the Ream Wilson and Duke Energy Trail and Long Center. Kinda sketch to level cross. 15 I see children crossing here on bike and foot all the time without following the lights and there have been some near misses. 16 Very narrow road. No way to safely bike 17 Widen sidewalks on Keene to allow for bikes 18 There is no way to safely bike along Drew except on the substandard sidewalks. Public Engagement Summary June 17, 2025 Feedback Tables Table 1: Map Based Feedback Comment Number Map Based Feedback 19 The sidewalks along Drew Street are narrow, there are few crosswalks running parallel to Drew crossing the side streets that also continue south along those side streets linking to sidewalks. 20 This neighborhood along Drew Street from Myrtle to Belcher could become a walkable, bicycle able location if there were ways to safely cross Drew Street between Keene and Belcher. It would also allow for economic development of this segment. 21 For a place that a soul-sucking heat and the occasional rain, this daughter of a patron of the bussing system has a general observation; the lack of covered/protected bus stops is disconcerting. 22 Is a safer bike lane coming to connect this northeast corner of the city? 23 Opportunities for education on proper use of the roundabout. Improper use leads to increased risks for pedestrians. 24 NE Coachman is a great connector, but dangerous stroad. There is space for a protected bike lane alongside the sidewalk on the south side of the street. 25 Although there are painted bike lanes, neither Keene, nor Drew feel safe on a bike. I usually risk a flat tire a sore bum, and opt for the dreaded sidewalk. Protected bike lanes on a stroad is a better idea. Keene certainly has enough room. 26 Creating a bike network throughout the city parks and trails is a fun way towards active connectivity. 27 Bussing/walking and/or biking to downtown and/or the sound would be preferred over driving. Secure bike facilities that are easy to find, protected from the elements, and well lit would encourage me to ride my bike downtown for events. (concerts, Sat market, dinner, etc) 28 This is a death trap for anyone trying to cross 4 lanes of traffic with no stopping signal to allow individuals go across. Cars don't slow down and it's a race to get to the other side. 29 This is a dangerous cross for bikers, pedestrians, etc. There needs to be a pedestrian light that stops traffic a little further to the west where the trail ends on the north side of Drew St. Public Engagement Summary June 17, 2025 Feedback Tables Table 1: Map Based Feedback Comment Number Map Based Feedback 30 We would like bike to downtown and the beach from our neighborhood, but it's a bit of challenge because of lack of development of trails and sidewalks, what we need is strong pedestrian, and cyclist signals. 31 Extend biking and walking improvements on Cleveland to Highland Avenue. 32 Crosswalk with a traffic light or flashing light needed to cross Drew Street to Crest Lake Park, possibly at Crest or Lake. 33 The crossing on the bike path has not been properly cleaned since CMX redid the RR ties. Still gravel and sand about, particularly closer to the gas station. No signal lights. And honestly, the weird jig from the main path (to/from Dunedin) to the one along the RR is unpleasant on bicycles. Need a smoother curve that allows visibility for anyone on the sidewalk, and allows cyclists to decelerate without a 90-degree turn. 34 This intersection has shopping on all four corners but it so complicated to get between them. 35 This is a complicated intersection, and many bikers wait for a while to cross. 36 I'd love a way to walk safely underneath US-19 to get lunch without having to get in my car. 37 A bus stop at morningside would be awesome!! 38 Missouri is a busy road but very residential. Alot of people walk it everyday so if it had more shade and better landscaping it may be more inviting. It's also really busy 39 Safer pedestrian crossing needed. 40 Safer crossing needed for pedestrians 41 again this area have very poor crosswalk signals 42 Add sidewalks to Wolford Road. 43 Improve the sidewalks to make them safe for pedestrians and accessible for people with disabilities. Remove electrical poles from the middle of the sidewalk. Public Engagement Summary June 17, 2025 Feedback Tables Table 1: Map Based Feedback Comment Number Map Based Feedback 44 The trail here is not nearly as nice as up toward Dunedin. Don't feel safe biking here in late afternoon/evening. Also, the trail needs maintenance along this entire section. 45 Would be nice to safely bike on Drew to Coachman park. 46 Yes to new biking/walking trails that are NOT created of the expense of existing roads. 47 I SUPPORT enhanced facilities for walking and biking BUT ONLY as long as the changes: 1) Do NOT impede vehicle traffic (NO to speed bumps, NO to lower speed limits, etc!) 2) Are NOT excessively expensive. 48 Please convert Ft Harrison Avenue back into a complete street and install a signalized intersection and crosswalk at Woodlawn Street. 49 Please convert Ft Harrison Avenue back into a complete street and install a signalized intersection and crosswalk at Belleair Road. 50 Yes to new or expanded parks. 51 Convert Missouri Avenue into a complete street with BAT lanes for Bus Rapid Transit, wider sidewalks, and signalized crosswalks. 52 There should be a pedestrian crossing over the CSX tracks to Norton Park. 53 There is a gap in the sidewalk when crossing over the CSX tracks. Please fix it. 54 Yes to more sidewalks, as long as they do not impinge on existing roadways. 55 Crosswalk at Sedeeva Circle North and Douglas. Many people cross here to get to the trail. 56 Walking, or biking Cleveland St from Belcher all the way to downtown is really nice. Most of the sidewalks are wide enough to offer a cyclist refuge from the street. The tree canopy reduces the soul sucking heat. 57 Plant more trees along the length of the Pinellas trail to provide canopy cover making it cooler while increasing the urban forest. A few examples: -- Along Orange St. Public Engagement Summary June 17, 2025 Feedback Tables Table 1: Map Based Feedback Comment Number Map Based Feedback -- Virginia Ave & 9th St. -- To the north of the Drew St interchange, between Orange & Myrtle, up to Fulton Ave. are many wide open spaces that could benefit. 58 Would love the option to bring a bicycle onto the ferry. This could drastically reduce traffic on the beach. I know I would ride my bike to and from the beach if I could bring my bike aboard the ferry. 59 A bike path from Union St. or Sunset Pt all the way to Coachman park that is also lit at night would be wonderful. The current sidewalk along Alt. 19 and Ft. Harrison is overgrown, narrow and hard to navigate using a bike. It also feels unsafe at night. 60 Many residents East of Douglas walk cross the 4 lane street to access the Pinellas trail, which is unsafe, especially during rush hours. A crosswalk/ safety measure should be added to this area. 61 Two years ago, I forced Clearwater traffic engineering to fix the lane coming from Mandalay onto Clearwater Beach roundabout. The right lane was cutting off traffic and it was deadly and almost killed me twice. �� Now they got put up candlesticks to stop behavior from continuing. The chief of police is definitely not going to control it they said it’s just too political. 62 Consider adding an east-west bike trail from the Duke Trail to the Pinellas Trail on Sunset Point Road. Would need more than a narrow bike lane to protect bikers from car traffic to make this a safe route. 63 It would be nice to redo the turn across the RR tracks which can be difficult to manage on a bike. Or reroute the bike to the other side of the street to void the rail crossing. Very unsafe now. 64 it would be great if the city would develop a kayak/SUP/Canoe launch at the Clearwater Lawn property for the intercoastal/Stevenson's Creek like the city of Tarpon Spring's has at their Anclote River Splash Park Public Engagement Summary June 17, 2025 Feedback Tables Table 1: Map Based Feedback Comment Number Map Based Feedback 65 The Disc Golf Park needs a well maintained, permanent restroom with drinking fountains for golfers, trail users, Philly game attendees. The Port-O- Let can be quite unsanitary 66 THANK YOU for having public bathrooms, trash bins, cold water drinking fountains, shaded rest areas for users of the Duke Energy Trail at these Countryside Little League fields! I wish there were more along this very sunny trail! 67 fix pedestrian crossing indicator signs that are STILL damaged/bent from Helene & Milton. Also, place a trash bin there for all the car accident debris, and wind blown trash from Home Depot/Chick-fil-A/Sam's Club/Chicken Fingers,... 68 another crosswalk where sand easily gathers making it hazardous for bicycles & pedestrians. Sand drainage issues as easement between Harn & sidewalks mostly sand vs good grass to reduce sand accumulation in 'gutters' 69 On the NE corner of this intersection, there needs to be a better drainage design as sand FREQENTLY gathers on the side walk/bike trail where bikes quickly need to either stop quickly &/or turn quickly while making an abrupt 90 degree turn, while negotiating the downward/upward slope there. Perhaps also signs on all for traffic approaching the intersection saying something like: Beware bike/pedestrian crossing(s) ahead! 70 Widen the sidewalk along the school to allow bike and pedestrians. 71 Speed of vehicles and number of vehicle crashes observed in and approaching intersection show that this intersection and how the road prompts drivers to drive fast and recklessly demands changes to what was built, not just enforcement. Lots of walkers in nearby neighborhoods but never seen anyone crossing this intersection. And on Enterprise, too with winding roads distorting time to cross. 72 Intersection crossing of Ft. Harrison confusing. 73 From parking lot getting to and from hospital and health facilities 74 There is not crossing at Drew Street, for kids to go to Clearwater Fundamental by themselves. Public Engagement Summary June 17, 2025 Feedback Tables Table 1: Map Based Feedback Comment Number Map Based Feedback 75 It would be nice to have bike parking at the beach where we could lock up the bikes and go to the beach. It may be there already but I haven't seen it. Table 2: What other locations would you like to walk or bike if it was easier? Comment Number What other locations would you like to walk or bike if it was easier? 1 Along Drew Street to/from downtown Clearwater and Coachman Park. 2 Anyplace reachable by bus 3 Beach area/ Mandalay 4 Beach, st Pete 5 Better east-west bike paths between the Duke Trail and the Pinellas Trail to improve access from Countryside area to downtown (Sound, beach, etc.). Bike trails and dedicated protected lanes are much preferred to narrow bike lanes that drivers don't pay attention to. 6 Between safety harbor and Saint Pete. 7 Biking to St Pete college/and the Phillies stadium from crest lake. To the long center from crest lake. Biking to Coachman park from crestlake. (The problem downtown is biking on the shared road. Cars pass too close, and riding a pedal bike on a busy sidewalk is a challenge. (The new bike and walk trails in the east gateway are great. Biking from Clearwater Beach to sand key park. Or to the Clearwater Beach library. There's no real safe way to bike around Clearwater Beach. 8 Clearwater beach, coachmen park, and gulf to bay blvd. 9 Coachman Park, The Sound, Downtown Clearwater 10 Coachmen Park and the ferry - need a way from the Pinellas Trail to easily connect there. I feel there are no signs on the Pinellas Trail currently that explain how to bike there. Gulf to Bay - road with a lot of things to do, but currently not bikeable (no shoulder, no bike lane, not wide enough sidewalks). Public Engagement Summary June 17, 2025 Feedback Tables Table 2: What other locations would you like to walk or bike if it was easier? Comment Number What other locations would you like to walk or bike if it was easier? Duke Energy Trail - Countryside Blvd - Not clear signage in how to follow the trail. McMullen Booth Rd and Tampa Rd - not easy how to follow the Pinellas Trail at this intersection. 11 Connecting to other cities 12 Crest Lake Park. Long Center 13 Downtown Clearwater 14 Downtown Clearwater- biking not easy 15 Downtown Dunedin and grocery store 16 Drew Street is a major east west corridor but it's quite dangerous between the western terminus and around Keene 17 Dunedin downtown and safety harbor downtown with the family. Dunedin is great once you get to pinellas trail, its just not the safest to get to it. We can get to downtown Clearwater using Cleveland, that was a nice improvement. But drew/highland intersection is unsafe, more specifics in #4 18 East/west travel in general. 19 Grocery stores and coffee shops 20 I enjoy biking on Cleveland Street from my home to Crest Lake Park, Coachman Park and the Causeway to Clearwater Beach. I am very impressed with Cleveland Street's new bike lanes and bioretention / rain gardens that naturally treat stormwater runoff. The bike and walking paths provide residents with great multi-modal transportation options that can help reduce east-west traffic and reduce emissions. Hats off to the City for this environmental improvement. However, there is one block that’s unsafe for biking located between Highland St. and San Remo Rd., where there's no bike path and only a narrow sidewalk. Could Transportation or Public Works please look at making this section safe for bikers? 21 I live in downtown Clearwater and use Cleveland St. I travel regularly from Osceola to the Pinellas bike trail and while it is marked for bicycles there are restaurants between Osceola and Garden which block one side of the street, Public Engagement Summary June 17, 2025 Feedback Tables Table 2: What other locations would you like to walk or bike if it was easier? Comment Number What other locations would you like to walk or bike if it was easier? the other side is marked only for bicycles going west and sometimes I encounter city garden trucks driving eastward. We should decide how to make this work for both restaurants and biking -- maybe make the south side a two way bike lane. 22 I live in the Spring Branch neighborhood (off of Douglas avenue, just South of the Dunedin and Clearwater boundary), adjacent to the Pinellas Trail. I bike the Pinellas trail multiple times a week to get to Downtown Dunedin for shopping at the markets, enjoying restaurants and live music at their establishments and enjoying their festivals. At night, I bike through the neighborhoods. I live almost just as far to Coachman park, but usually drive there, especially at night. I have attended 20+ concerts/events (maybe even more) at the Sound, Cleveland Street and Coachman Park, since the redevelopment of the Park/ opening of the Sound and ABSOLUTELY LOVE IT! (Great Job City of Clearwater!) I do bike to the markets during the day, but would love to be able to bike to the events/concerts at night. I know that the Pinellas trail is closed after dark, but would love to somehow bike straight up Fort Harrison/alt 19 into the Dunedin area, which I feel is a safe route. I tried to bike home after a concert once, but lowered tree limbs, uneven walkways and even litter and gravel made the 3 mile journey north very hard. It was also kinda sketchy with random ppl on the sidewalks, but it definitely feels safer on a bike. I haven’t tried it at night again since, but would love to get to and from Coachman from the Downtown Dunedin area during the evening hours. If it could feel safer, maybe also more lighting, it would be super convenient. Also, many of my neighbors are Clearwater residents in the Spring Branch neighborhood, but frequent Downtown Dunedin via their golf carts. I am not a golf cart owner, but know that if there was an accessible route to Coachman/Cleveland Street via golf cart, they would visit more often. 23 I live on Island estates and feel blessed that we can walk into the beach area, easily. The only negative is the electric bikes that have taken over the trail. Those folks generally need the bikes to get to work, we just need space for both walkers and electric bikes, and regular bikes. Public Engagement Summary June 17, 2025 Feedback Tables Table 2: What other locations would you like to walk or bike if it was easier? Comment Number What other locations would you like to walk or bike if it was easier? 24 I ride the sidewalk when I bike because the bike lanes don't feel safe. I wish it were safer to travel by bike on 580. 25 I walk around my neighborhood on the sidewalks for exercise and to enjoy the neighborhood. 26 I would bike far more if there were safe places and, more importantly, safe ways to get to those places. 27 I would like a more direct bike path from the Countryside Mall area to Safety Harbor and to the Dunedin Causeway. 28 I would like to be able to bike more to work and errands, but I live off US 19 and it is not safe. 29 I would like to bike ride to spc from palm harbor to Clearwater easier the duke energy is all over the place 30 I would like to bike to work but the trail is closed before sunrise. I get to work at 5… biking isn’t an option. I won’t ride on the roads as it is too dangerous and the sidewalks are so uneven it’s difficult to ride. 31 I would like to ride to downtown in Clearwater, to enjoy local restaurants and parks. 32 I would love if the Duke Energy Trail connected to the Pinellas trail around Montclair or Sunset. Montclair Road. Sunset Point Road east to west with a designated separated with cement buffers lanes. I would even bicycle on 19 if there was a cement barrier. I would bike everywhere if it was safer. We need designated and separate bicycle lanes 33 I would love to be able to get to downtown and to the Pinellas trail, but Drew, MLK and Myrtle make that very difficult. 34 I would love to go to Keene Park or downtown from where I live right off Drew Street by bicycle. Also, I would like to ride bicycles with my grandson to school from Clearwater country club golf course area to sky crest. I'd love to walk or bike to the library or restaurants. 35 It would be great to have a safe way to bike to downtown for people who live north of Gulf to Bay. Also, there needs to be a safe way to cross Drew Street Public Engagement Summary June 17, 2025 Feedback Tables Table 2: What other locations would you like to walk or bike if it was easier? Comment Number What other locations would you like to walk or bike if it was easier? to access Crest Lake Park. Also, there needs to be a safe way for people who live in the neighborhoods around Drew Street to walk or bike to the businesses on Drew. Bike racks in the business section Drew would also help. And it would be good to have Clearwater's trails all connect for better access. I would walk and bike much more outside of my immediate neighborhood if I felt safer to do so. Instead, I drive a half-mile to get to a park or to shop, or drive a couple of miles to get to downtown, because I don't feel safe crossing streets or riding my bike in the roadway. 36 It would be nice to bike or walk everywhere, but having a child and living in a traffic-heavy area make this near-impossible. 37 It would be nice to have the beachfront boardwalk/walkway extended up to North Beach on Clearwater Beach. Having a longer beachfront boardwalk/walkway would be a nice feature to utilize for taking in the beautiful scenery of the coastline. 38 Library Grocery store Beach 39 Local businesses like restaurants, cafes, and markets. 40 Make intersection of Sunset point and the Pinellas Trail a four-way stop. I’ve seen three bicyclist hit. They won’t stop or press the button, leaving it on the driver who has the right away to slam their brakes on. It’s a super unsafe intersection! I’m on it every single day 41 Missouri ave 42 More easily connecting to neighboring cities and other modes of public transportation. More dog parks that connect neighborhoods. Maybe pocket-parks for the fur- babies? 43 My job lake Seminole square 44 My local coffee shop 45 On Keene Rd the cars drive about 15 mph over the limit which makes walking and biking unsafe. Public Engagement Summary June 17, 2025 Feedback Tables Table 2: What other locations would you like to walk or bike if it was easier? Comment Number What other locations would you like to walk or bike if it was easier? More regulation of motorized e-bikes along Pinellas trail, as the e-bikes go so much faster than regular bicycles and pedestrians there is potential for accidents. 46 Overall Sunset Point rd would greatly benefit from a safe bike lane. Extending from the pinellas trail to the duke energy trail at minimum. There is heavy bike traffic on this road yet it feels unsafe to ride. 47 Parks 48 Parks Nature Preserve 49 Parks, restaurants, city / community events and gatherings. 50 Parks, the beach, church, brewery 51 Parks. The Dunedin causeway. 52 Pinellas trail 53 Rec centers and libraries. I like to see safe, highly visible and accessible paths for children from schools and school bus stops. Public bus stops need to be accessible by pedestrians and bicyclists. There also should be places where people can lock up their bicycles if they want to leave them to take the bus. Bus racks don't have space for many bicycles on board. 54 Recreation, markets, etc.. 55 Restaurants/grocery stores 56 Some of the places along Court St, like my mechanic and gym. Ever ridden a bike there? Horrifying. Crossing the street is very dangerous at Court & Missouri. I’ve also witnessed old people in wheelchair scooters just driving along the road there, or crossing like they’re a car. There are some places on Missouri I dare not go, like the boba place, the veggie stand on Lake, and the Publix. Missouri is a good place to die, in my opinion. Have to ride on the sidewalk, and take MLK. 57 Sunset Point Road between US19 and Edgewater Drive in Dunedin. Enterprise Road between McMullen Booth and Phillipe Parkway. Public Engagement Summary June 17, 2025 Feedback Tables Table 2: What other locations would you like to walk or bike if it was easier? Comment Number What other locations would you like to walk or bike if it was easier? 58 The beach 59 The City of Safety Harbor, Cliff Stephens Park, Moccasin Lake Nature Park the Long Center, Gladys Douglas Park, and to the Pinellas Trail in Dunedin via a new trail extension that connects the Duke Power Trail to Coachman Ridge Park to Old Coachman Rd to Montclair Rd to Hercules Rd to Virginia Rd to Beltrees Rd to the Pinellas Trail 60 The library, The Sound 61 The pinellas trail There should be a bike path from the Long Center down the railroad tracks through the Clearwater Golf Course meeting up with the old trail in downtown. 62 Through downtown! 63 To downtown Clearwater and parks if more east-west bike trails were available. 64 To the park 65 To the Scientology Flag buildings, Dunedin farmers market, Natures Patch, Edgewater Drive walk, my chiropractor and natural practioner, Coachman Park. 66 Trails going East 67 Trying to cross Missouri Avenue, which has 6 lanes of traffic, and a 40-mph speed limit, is terrifying. Missouri Avenue should be converted into a complete street with BAT lanes for bus rapid transit and signalized crosswalks. Fort Harrison Avenue/Clearwater Largo Road should be a 2-lane complete street from Wyatt Street/Ponce De Leon Blvd to Alt US 19. The lack of signalized crosswalks along the corridor like at the intersection of Belleair Road hurt the walkability of the corridor. Upgrading both of these corridors into complete streets would allow me to replace many trips with walking and using transit. 68 Walking and biking is not a problem. Public Engagement Summary June 17, 2025 Feedback Tables Table 2: What other locations would you like to walk or bike if it was easier? Comment Number What other locations would you like to walk or bike if it was easier? What I think is needed it a Two way elevated train from Tampa to Clearwater beach parallel to Route 60. 69 Walking on Edgewater is scary with so many bikers, especially e-bikes. 70 We need a large trail that runs east west through Clearwater so people who don’t live on the Pinellas Trail can get to it without driving. 71 Along Drew Street to/from downtown Clearwater and Coachman Park. 72 Anyplace reachable by bus Table 3: What general improvements would make it easier for you to walk or bike to the places listed above? Comment Number What general improvements would make it easier for you to walk or bike to the places listed above (from Table 2)? 1 need more bike only path, road closed to traffic or paths. a bike lane is inadequate 2 Bikes should not be allowed on sidewalks. More and more people use e- bikes on sidewalks and they go too fast. It’s scary when encountering them when walking. It is also dangerous when driving and one comes on the side walk at an intersection. They go much faster than pedestrians so it is hard to see them and react accordingly. 3 Adding retail/grocery spaces closer to communities 4 Wider trail/sidewalk for bikes and walking. Removal of low hanging tree limbs and branches. Much better lighting to help make trail safer. Signage. 5 Wish there was more sidewalks, or the sidewalks were wider. 6 Bike lanes 7 We need a trail extension with a route described above so residents who live in neighborhoods which are on and adjacent to Hercules Avenue can bike and walk to the Long Center without having to bike on dangerous Sunset Point and Belcher Roads. Also safe access to the Hercules industrial Public Engagement Summary June 17, 2025 Feedback Tables Table 3: What general improvements would make it easier for you to walk or bike to the places listed above? Comment Number What general improvements would make it easier for you to walk or bike to the places listed above (from Table 2)? Park and the Drew Street Commercial District by bicycle would be great also 8 More crosswalks near me, on a section on North Fort Harrison where long stretch without any crossing light 9 It is not walking that is the problem. Biking is the problem. The walking paths are often used by bikers as well. I find them really aggressive towards the walkers, sometimes even forcing the walkers to go off the path. I have also seen many bikers weaving between the road and the footpath creating a problem for both cars and walkers. This area needs addressing for sure having bike paths only would help for both cars and walkers. 10 Walking is okay except for if someone needs to ride their bike or e-bike on the side walk. 11 Drew street needs better side walks- And there are lots of places where bikers and/or motorizes bikes and scooters have to use the sidewalks- which is dangerous for pedestrians. Cleveland Street should be pedestrians and bikes only from Myrtle to the water. 12 Bike line and continous sidewalk. 13 Sidewalks Safe crossings Traffic control 14 wider sidewalks, safer sidewalks. cross walks more frequently. 15 Local affordable housing. 16 I ride my bike, park & walk smaller distances. I avoid walking on uneven surfaces and avoid walking with too many curb cuts where there is a better chance of getting hit by a car. 17 The streets are so dangerous to bicycle. I try to do the sidewalks but often they are not in shape or people are walking. I would love if the Duke Public Engagement Summary June 17, 2025 Feedback Tables Table 3: What general improvements would make it easier for you to walk or bike to the places listed above? Comment Number What general improvements would make it easier for you to walk or bike to the places listed above (from Table 2)? Energy Trail connected to the Pinellas trail around Montclair or Sunset. I would bike everywhere if it was safer. We need designated and separate bicycle lanes. 18 I am not as familiar with the bus systems so I think more familiarity would help me with this. Maps, time schedules, shade at bus stops in summer. 19 Less parks in public spaces 20 Wider sidewalks 21 Protect bike lanes and crosswalks, prosecute those who block them with motor vehicles 22 Missouri Avenue should be converted into a complete street with BAT lanes for bus rapid transit and signalized crosswalks. Fort Harrison Avenue/Clearwater Largo Road should be a 2-lane complete street from Wyatt Street/Ponce De Leon Blvd to Alt US 19. The intersection of Fort Harrison Avenue/Clearwater Largo Road and Belleair Road needs a signalized crosswalk with a traffic signal. 23 Better sidewalks. 24 Seems to me like Clearwater and Clearwater Beach would come up with a plan for Parking and Clearwater and busing people over to the beach so that the beach congestion isn’t bumper-to-bumper all the time risking pedestrians and vehicles and bikers safety 25 I do not generally walk to places, I am outside of downtown and it is too far to walk to most places. However I do walk to crestlake park with my children. Drew and highland crosswalk is dangerous. Cars on highland heading south, going left (east to drew) do not pay attention for pedestrians. 26 Fix drew street. 27 we need wider sidewalks, better crossing signals, enforce speed limits on Drew St, Palmetto, Highland, people drive around these areas way too fast. 28 Nothing is needed except sidewalks which are already there and fine. Public Engagement Summary June 17, 2025 Feedback Tables Table 3: What general improvements would make it easier for you to walk or bike to the places listed above? Comment Number What general improvements would make it easier for you to walk or bike to the places listed above (from Table 2)? 29 Wider sidewalks. 30 More Trails; More Parks 31 Having more dense development where I could walk to places I frequent the most. Like the grocery store, etc. 32 Need a lighted crosswalk to get from north of Drew Street to Crest Lake Park, possibly at Crest or Lake. Widen the sidewalk on Drew Street and separate it from vehicle traffic to make it safe for walkers and cyclists to get to downtown, the Pinellas Trail, and Drew Street businesses. Slowing the traffic on Drew Street would also help. The Drew Street business district also needs bike racks. Extend the walking/bike lane on Cleveland to Highland, and improve the crosswalk at that intersection. Connect the Ream Wilson to the Pinellas Trail downtown, possibly along Drew Street. It would be great to convert the CSX tracks to a trail! 33 Safer, clearly marked, pedestrian spaces. Like bike lanes, sidewalks, crossing areas etc. Sidewalks and crossings that would better accommodate those with limited mobility or those who need to use mobility aids. 34 Wider sidewalks 35 I enjoy walking and jogging on the sidewalks in my community. However, there are sections of sidewalk with joint separations that need fixed where I live on S. Cirus Ave. and on Cleveland St. One of my neighbors tripped and fell on the sidewalk on S. Cirus Ave. and hurt her knee. Could you please forward a request for Public Works to inspect and grind down the joint separations on the mentioned sidewalks to prevent trips and falls? Please, thank you. 36 less scary to walk or more shaded. 37 Safer and more crosswalks. Wider and safer sidewalks that are free of electrical poles often randomly in the middle of them. Better pedestrian signage for easy visibility by motorists. Public Engagement Summary June 17, 2025 Feedback Tables Table 3: What general improvements would make it easier for you to walk or bike to the places listed above? Comment Number What general improvements would make it easier for you to walk or bike to the places listed above (from Table 2)? 38 I think people should be able to initiate flashing lights at large intersections to bring more awareness when a pedestrian is crossing 39 I feel like crossing arms would be the only thing that could be done about the slip lanes on Missouri & Court. 40 Wider sidewalk, traffic crosses 41 Walking or bike lanes that are not attached to busy streets for large vehicles. Its best if they can be separated!!! 42 More bus stops would really help, it's not very convenient to get to the closest bus stops and then they don't align with my schedule either. 43 Wider sidewalks 44 Better spacing of protected street crossings (midblock), a buffer from the traffic, more shade trees. 45 more reasonably priced public parking 46 Get all bikes, but e-bikes in particular off of sidewalks. 47 There should be a better connector from the Pinellas Trail to the Sound 48 Some of the sidewalks do not make a smooth transition crossing streets. I reported the one on Palmetto near the Greenwood library, but the connect ticket was closed immediately without changing it. There is no way a wheelchair would be able to navigate the incline. It's enough to almost knock me off a bicycle! 49 Wider sidewalks 50 At countryside and 580, drivers do not yield to pedestrians who have the walk sign and are crossing at the light. I have almost been hit many times by cars turning right. 51 Building and development codes that deprioritize or even prohibit onsite parking and encourage foot traffic. Consider downtown Clearwater’s Cleveland street and scale it. 52 Pedestrian overpasses over busy roads Public Engagement Summary June 17, 2025 Feedback Tables Table 3: What general improvements would make it easier for you to walk or bike to the places listed above? Comment Number What general improvements would make it easier for you to walk or bike to the places listed above (from Table 2)? 53 Bike trail connecting Long Center and downtown via alongside the railroad tracks 54 A large trail that runs east west like Pinellas trail, near Drew. 55 More connections between caul de sacs smaller intersections 56 Speed and number of cars on Drew would need to be reduced. Cleavland is nice to walk on, so if I could get across Drew I could probably get to Downtown. 57 Make intersection of Sunset point and the Pinellas Trail a four-way stop. I’ve seen three bicyclist hit. They won’t stop or press the button, leaving it on the driver who has the right away to slam their brakes on. It’s a super unsafe intersection! I’m on it every single day 58 I live too far from my place of employment, and bring my child to and pick him up from school on my way to and from work, so those are really out of the question, but as for the others, the issues are both time constraints and safety. It would be nice to have more safe walking paths along the main corridors on the City -- I'll walk along N Myrtle Ave during lunch breaks and I'll try to walk through parking lots to avoid walking on the sidewalk, because there is nothing really preventing a car from veering off the roadway onto the sidewalk. It would be nice to have additional barriers for vehicle traffic exiting the roadway. 59 Walking isn't usually a problem. It's trying to share the road and sidewalks when you're on a bike with foot pedestrians or cars on the road. Also E bike speeds are a safety concern 60 More signage and/or road markings to indicate how/where a trail is. 61 * Contiguous sidewalks, * better quality sidewalks, *improved access to stores and shopping centers (many do not have a pedestrian entrance from the sidewalk. You often have to use active car Lanes to get in) * better, safer pedestrian crosswalks at every intersection (every street at Public Engagement Summary June 17, 2025 Feedback Tables Table 3: What general improvements would make it easier for you to walk or bike to the places listed above? Comment Number What general improvements would make it easier for you to walk or bike to the places listed above (from Table 2)? any corner should have its own crosswalk) * safety tested curb cuts * functional sidewalks and reasonable crosswalks that connect to sidewalks on the cross streets. 62 Safety. If I feel safe I will likely do it. Also the number of shade trees would have an effect on my usage. I tend to want to walk on the shady side of a street. Summers in Florida can be brutal. I know it is unrealistic to expect a lot of shade trees, but I think we need to look at their value to transportation choices. 63 Safer sidewalks constructed on more streets. Longer times for crosswalks. More available crosswalks with flashing lights in between traffic light signals. Fewer four way stops and more roundabouts are better for pedestrians as traffic will slow and stop in the roundabout, keeping cars behind the lead from going around when impatient. 64 Wider sidewalk and safer intersections. Raised crosswalks at all intersections near parks, transit stops, schools, and other bike/ped destinations. 65 bike only trails 66 Better enforcement of rules on Pinellas trail. 67 Widen existing bike lanes and put some barrier markers to make the bike lanes stand out to motorists. Painting the bike lanes a different color is a great way to bring motorist awareness. 68 I live off of Douglas Ave and Bermuda St in Clearwater. I'm located right between downtown Clearwater and downtown Dunedin. I prefer to ride my bike for recreation including to go out to eat, watch sports and find entertainment. I often choose downtown Dunedin because it is so easy and safe to bike there. I would love to frequent downtown Clearwater more often, but the few times I have biked there in the evenings, it has felt unsafe. The Pinellas Trail is dark and closed at night so I tried biking down Union St. to Alt 19 and biking to downtown Clearwater along Alt. 19/Ft. Public Engagement Summary June 17, 2025 Feedback Tables Table 3: What general improvements would make it easier for you to walk or bike to the places listed above? Comment Number What general improvements would make it easier for you to walk or bike to the places listed above (from Table 2)? Harrison. The sidewalk is narrow, the lighting is low, the sidewalk is uneven, there is often broken glass, and there are so many overhanging branches/bushes it almost felt impossible. If there could be a safe and well lit way to bike to downtown Clearwater after dark, I would be thrilled. I want downtown to be successful as I absolutely love Coachman Park and The Sound. I would love to have a new way to visit the businesses and enjoy the park/concerts without having to worry about parking. 69 More bike trails would be great, especially because of all the different electric options, I get nervous seeing electric scooters riding on the roads, especially around traffic. 70 Bike lane on Edgewater drive from Sunset Point south along Ft Harrison 71 Dedicated bicycle path on Old Coachman, Montclair, Hercules, Virginia and Belcher Roads 72 Having specific biking paths only. 73 I could go down Cleveland St. to Nature's food patch, but if I am on the street I will have to move to the sidewalk for cars behind me. I am then inhibiting pedestrians on the sidewalk. If Cleveland St. from Osceola to Myrtle were just for bike and pedestrian traffic, (with parking provided behind stores for people trying to get there by car and more free parking nearby in garages like Garden St). 74 Make designated bike paths-throughout. Take all cars off Cleveland- but provide free parking that is accessible to everyone so the businesses can survive. 75 Fix damaged sidewalks, increase signage indicating cyclists sharing road, paint/repaint existing bike lane division lines. 76 Bike lanes separated from traffic. Widen the sidewalks for both pedestrians and bicycles. 77 safe bike lanes east west all the way. 78 Pedestrian focused infrastructure Public Engagement Summary June 17, 2025 Feedback Tables Table 3: What general improvements would make it easier for you to walk or bike to the places listed above? Comment Number What general improvements would make it easier for you to walk or bike to the places listed above (from Table 2)? 79 I’m delighted biking N & S on the Pinellas trail but would like connecting trails to bike safely East. 80 Montclair road east and west to connect Duke Energy with Pinellas trails. Also, designated bike lane on Curlew Road east and west. 81 More trails. 82 More places to cross the street 83 Protect bike lanes and crosswalks, prosecute those who block them with motor vehicles 84 Most bike trips should be focused on using the Pinellas Trail, but there needs to be improved connections into the Pinellas Trail. 85 Bike lanes. More connections to the Duke Energy Trail. My neighborhood is next to the trail but I can't access it without going all the way to 19 and turning on Northside Dr. 86 A true bike path parallel to Ft. Harrison, not just marked off lanes on the road. A bike path that runs the length of the beach. 87 More dedicated lanes, ideally separated from cars for safety, even if that means a soft barrier. 88 Fix Drew Street 89 WIDER SIDEWALKS. 90 More Trails; More Parks 91 Feeling safe on the street or sidewalk with improved infrastructure. 92 Way finding signs for both pedestrians and motorists. Clearly marked pedestrian crossing areas. Wider, safer, bike lanes that do not interfere with higher speed traffic. 93 Wider sidewalks 94 It would be great if Clearwater had more designated east-west bike lanes that are safe. Cleveland St. and Druid St. are good examples of safe east- west bike lanes. Please look into establishing safe bike lanes on Drew St. Public Engagement Summary June 17, 2025 Feedback Tables Table 3: What general improvements would make it easier for you to walk or bike to the places listed above? Comment Number What general improvements would make it easier for you to walk or bike to the places listed above (from Table 2)? and possibly Gulf To Bay. Giving residents more multi-modal transportation options like more safe bike lanes will help reduce east-west traffic and emissions. 95 Larger paths, like the 'druid trail' make me feel more invited and prioritized 96 Dedicated bike lanes. 97 I think people should be able to initiate flashing lights at large intersections to bring more awareness when a pedestrian is crossing 98 Elevated bike paths. Let’s not kid ourselves. The speed differential is maybe tolerable for a 30 MPH e-bike, but it is insane to have cyclists and old folks in electric wheelchairs on the same unprotected level as cars going 50 MPH. If you can’t imagine a 9-year old cycling there, it’s too close to traffic. 99 Protected bike paths to stay off the sidewalks/streets/intersections 100 Trail open 24/7. If not, smooth the sidewalks and make wider. Add bike lane on the roads but place a concrete barrier between bike lane and car lane so cars don’t kill is when they are passing by speeding. 101 Druid and sunset 102 Cohesive paths that don’t abruptly end or merge with multiple lanes of traffic. 103 Bike racks for once I get to my location, easier/safer ways to cross the street. 104 Protected bike lanes 105 Wider bike lanes and sidewalks and more public awareness ( signs, advertisements, public service announcements) to be kind to bikers and get people to be more aware of bikers. 106 Protected bike lanes are good but just more bike lanes is needed. Close gaps in the trail network. Safe crossings of roads like N Belcher. Public Engagement Summary June 17, 2025 Feedback Tables Table 3: What general improvements would make it easier for you to walk or bike to the places listed above? Comment Number What general improvements would make it easier for you to walk or bike to the places listed above (from Table 2)? 107 I think barriers of some sort need to be installed to provide increased safety to bike riders instead of bicyclists needing to ride on sidewalks. 108 Better crossing Myrtle on the Pinellas Trail 109 I ride downtown to work everyday. I read you were considering expanding the bike lane down Drew. It would make more sense to make it head west down Palmetto, which is the route I take as it's way less busy. I've requested CWPD to do a sting at the corner of Highland and Palmetto, and Myrtle and Seminole, as many people blow the red light in the morning between 7:30-7:45. I would like to see the area crossing Drew improved. There are 2 places people cross, at each end of the trail. I would like to see stripes painted at the North end crossing Drew. The driveways around there accumulate gravel, which is very dangerous for a bicycle. I've cleaned it up twice, filling a Clearwater garbage container almost all the way to the top. I've requested that they use a street sweeper along Drew and East on a regular basis, like they do the rest of downtown, but they don't. I propose you paint the stripes along East (between Drew and Cleveland) with the bike trail, not with the street, so we could ride in between them. Currently it is akin to the speed bumps they put before a toll booth. As a result, everyone tries to ride along the tracks where there are no stripes. The poles placed where Drew and East intersect are NOT enough of a deterrent to keep the vehicles off the trail. I've had 3 incidents encountering them. I got pics of the license plate of one of them, and called CWPD this past Sunday coming from the Sound as there were THREE vehicles ending up parking on the sidewalk after they aimed at me on the trail. I also propose you close off Cleveland between East and Garden, extending the 3 blocks which are currently closed to traffic. This would ensure that people have a safe access to downtown from the bike trail. I would like to join an advisory committee to help improve the ability to travel the city on a bicycle. 110 Wider, blocked bike lanes. Public Engagement Summary June 17, 2025 Feedback Tables Table 3: What general improvements would make it easier for you to walk or bike to the places listed above? Comment Number What general improvements would make it easier for you to walk or bike to the places listed above (from Table 2)? 111 Physical barriers / separation from vehicles. The white stripes on the roads are ineffective at protecting from inattentive drivers. Expansion/ extension from the Pinellas trail to city-specific “hotspots.” Lowering speed limits and/or reducing lane counts. Consider replicating the Cleveland street overhaul that made Natures Food Patch grocery store and other local businesses safely accessible. 112 Cycling along Gulf to Bay would be amazing, but it is so unsafe. A dedicated bike lane that is wide enough would be a good start. 113 Pedestrian overpasses over busy roads. Bike lanes with a curb or barrier separating it from the car lanes 114 Creating a path next to it 115 A large trail that runs east west like Pinellas trail, near Drew. 116 I proved crossings….signed, etc 117 Bike paths way more, in safe corridors. 118 The bike and walking paths on Cleavland could be replicated on Drew. 119 Make intersection of Sunset point and the Pinellas Trail a four-way stop. I’ve seen three bicyclist hit. They won’t stop or press the button, leaving it on the driver who has the right away to slam their brakes on. It’s a super unsafe intersection! I’m on it every single day 120 I love the new bike/walk trail from the east gateway to downtown and the wide trail over the Clearwater bridge to the beach. If we could have something like that as a continuous trail connecting to sand key, the rheam Wilson trail, the Phillies stadium, a Publix grocery store, then it would be awesome. 121 More signage and/or road markings to indicate how/where a trail is. Creating a shoulder or bike lane on Gulf to Bay. 122 Bike lanes Public Engagement Summary June 17, 2025 Feedback Tables Table 3: What general improvements would make it easier for you to walk or bike to the places listed above? Comment Number What general improvements would make it easier for you to walk or bike to the places listed above (from Table 2)? 123 Wider sidewalks, slower cars 124 Id like to see bike racks at strategic places and near them places to check and refill air in tires. We need to create a visible culture that supports bicycles as an alternative transportation mode. Right now they are seen by most as valuable for recreation only. 125 Providing protected secure bike racks. (I do like to stay out of the elements sometimes) Reducing speed limits. (personally, I appreciate the 15 mph in the school zones) Protected bike lanes alongside sidewalks. Bike boxes at traffic signals. More "share the road" type signage on busier roads. Fewer "stroads" - https://www.strongtowns.org/journal/2013/3/4/the- stroad.html More bicycle safety programs offered to our residents. The League of American Bicyclists is an example of community building to consider the development of slowing down. https://bikeleague.org/take-action/slow- roads-save-lives/ 126 More protected bicycle lanes. Table 4: Do you not go places because you do not feel safe traveling there? Why? Comment Number Do you not go places because you do not feel safe traveling there? Why? 1 I dont bike when i could so i drive 2 On my bike there are alot of places i avoid going because there is no back roads to take and the main road either do not have a bike lane or the bike lane is unsafe due. 3 I can't bike from my home to downtown Clearwater because it doesn't feel safe. It feels easier and safer to bike to downtown Dunedin. Public Engagement Summary June 17, 2025 Feedback Tables Table 4: Do you not go places because you do not feel safe traveling there? Why? Comment Number Do you not go places because you do not feel safe traveling there? Why? 4 I would love to support the Cleveland Street restaurants more in the evenings or after a concert or show at the Bilheimer or the Sound, but there are no safe bike routes to the area from where I live. 5 I will not drive on US 19, I feel people go to fast and worry about people walking/ riding bikes. I don't even feel safe in a car let alone walking or riding a bike. 6 Intersection of Belcher and Gulf to Bay due to overdevelopment. The US 19 underpasses which I cannot avoid. Replace the yield signs with stop signs. More signage about when to use the turn lane and when to use the underpass frontage lanes. Replace the yield signs with stop signs. 7 If I'm going by bicycle I aim for places that are not far off the Pinellas trail as don't like to be on roads - as I'm in North Clearwater it means we often end up going up to Dunedin more than Clearwater as more commerce and activities centered around the trail in that direction, although glad to be able to cycle to the Clearwater Main library mostly by trail as going by car it's always a pain to find parking! So there's always different considerations for each destination. 8 Edgewater Drive because cyclists force walkers off the path. 9 Would like more lighting on the trail at night so that it feels safe to ride at night. 10 Pinellas Trail isn’t adequately lighted at sunset. AND there are too many people driving electric vehicles at high speeds. 11 Lack of sidewalks, bike lanes, call boxes. 12 Rude and aggressive drivers not paying attention 13 speeding, lack of safe drivers, not a safe sidewalk means someone might hit you. 14 Drivers do not see bikers. 15 I don't have too much to worry about 16 I am cautious and will wait or catch up to other bike riders when alone on the Pinellas trail entering Clearwater from the north. There is an area before getting to Drew where I have encountered homeless folks on & off over the years. Public Engagement Summary June 17, 2025 Feedback Tables Table 4: Do you not go places because you do not feel safe traveling there? Why? Comment Number Do you not go places because you do not feel safe traveling there? Why? 17 I have too many friends that have gotten hit by drivers either walking or biking. 18 Bought a bike rack to get to parks but would rather be able to ride to parks. 19 Good police coverage in Clearwater. 20 Distracted drivers, small bike lanes 21 Cars will kill you 22 I end up having to drive to places I should be able to walk or take transit to because of the safety issues along Missouri Avenue and Fort Harrison Avenue/Clearwater Largo Road. 23 We don’t go to many places in Clearwater or Clearwater Beach because of the congestion lack of parking safety 24 I bike alot of places during the week, but it is dangerous. People rarely are looking for bikes and there are roads where a biker can use the whole lane, but that is the worst places, drivers always overtake and do not do it safely. 25 Sidewalk, branches and overgrown plants blocking access on Drew Street between Highland and Duncan. 26 For us is crossing Highland, or Drew St to ride our bikes, and also sidewalks on Drew St are in very poor condition, plus you have no speed limits. I stop walking or riding my bike on Drew St from Keene Rd all the way to Myrtle Av, people drive over 45 plus miles and we have no speed controls and very narrow road. Check Drew St records and see how many fatalities we had in the last 10 years? 27 Cracks in the sidewalks cause my bike to be bumpy and hard to ride 28 Lack of buffered or safe sidewalk or bike lanes. 29 Drew Street is way too dangerous. Too many people have been killed in accidents on Drew. Our roadways seem to be set up in a way that almost encourages people to speed and drive distractedly. The patchwork of different speed limits on Drew Street is so confusing. And the sidewalks on Drew are terrible, especially with electrical poles right in the middle of the sidewalks. There is no way a person with disabilities can navigate those sidewalks. And there are sections along Drew Street where there are no sidewalks at all. Public Engagement Summary June 17, 2025 Feedback Tables Table 4: Do you not go places because you do not feel safe traveling there? Why? Comment Number Do you not go places because you do not feel safe traveling there? Why? There also seems to be a culture in Clearwater that prioritizes motor vehicles over walkers and bikes. This creates a very dangerous situation, especially now that more people are relying more on Ebikes for recreation and commuting. I like to be active and I like to patronize local businesses, including downtown and Drew Street. But we end up going to Dunedin more often because we feel safer walking and biking there. We literally load our bikes on the car bike rack, drive to Dunedin, and ride the Pinellas Trail, instead of biking about two miles from our home to downtown Clearwater and the trail there. We then typically spend money at the businesses in Dunedin. We also load our bikes and drive to the Long Center to ride the Ream Wilson Trail to Safety Harbor and back, even though we live pretty close to Long Center. But there is no safe way for us to ride our bikes from our home to the Ream Wilson. Also, I would walk and bike to businesses on Drew Street if there was a safe way to do so. There are a lot of cool businesses on Drew, but I don't shop there as much as I would if it was safer to get to them. But I feel as though I am taking my life in my hands every time I travel on Drew, so I avoid it. 30 High traffic, distracted driving, drivers don't pay attention 31 Poor lighting, high speed traffic, unclear routes. 32 Too many roads to cross. Cars do not stop or yield even in crosswalks. 33 not really- i live in the hood, but aside from the occasional homeless people, i feel relatively safe to walk around clearwater. 34 Sometimes MLK can be unfriendly to those who are perceived as non-locals. I’ll avoid riding certain sections. Or just ride really fast and avoid stopping. 35 No protected bike paths 36 There really is nothing nearby to walk to, but I find traffic on Keene quite fast 37 I tried walking to the gas station in the corner and had four cars blaze through the pedestrian walking warning light. 38 Bike lanes and the road is scary. Drivers can’t stay in the own lane. Public Engagement Summary June 17, 2025 Feedback Tables Table 4: Do you not go places because you do not feel safe traveling there? Why? Comment Number Do you not go places because you do not feel safe traveling there? Why? 39 Bike and walking infrastructure should not be mixed together with intersections where there are 6-8 lanes of traffic. This is insanity. Keep these things separate and help save peoples lives while also encouraging alternative transportation. Build a comprehensive path separate from driving lanes and people will use it! 40 Drivers are idiots and the bike lanes aren’t protected 41 Most any destination on Gulf to Bay or along US 19 frontage roads 42 My wallet is in danger when I try to park in Clearwater. 43 I do not feel safe riding my bike on roads in Clearwater. 44 Lack of safe biking pathways. 45 It's not safe 46 Most drivers do not respect a bicyclist. 47 Bike lanes are not wide enough or protected. Car drivers are often aggressive and run lights, ignore pedestrian crossing signs. 48 There is a section of trail that runs north and south between Fort Harrison and Myrtle Ave in the downtown corridor - although well lit and indicated, getting 3-4 lanes of traffic to collectively yield/stop is often unsuccessful and non- confidence inspiring. For people that live on or near Cleveland street, navigating to the BayCare ballpark requires traversing on drew street for roughly a mile before connecting to the Duke Energy trail. That mile subjects cyclists to 45+ mph traffic. 49 Electric bikes are also an issue. There are a lot of them on the trails, they are fairly silent and come up quickly on walkers. I’m afraid I’m going to get knocked over by one very soon, however, they are an important piece of transportation for those working out at the beach because of lack of parking and traffic. We need a separate electric bike route. 50 I live off 580 and the intersections I would have to cross on such a busy road are intimidating 51 No safe way to go without cars speeding really close to you on the sidewalk. 52 Road is too wide and the speeds are too fast Public Engagement Summary June 17, 2025 Feedback Tables Table 4: Do you not go places because you do not feel safe traveling there? Why? Comment Number Do you not go places because you do not feel safe traveling there? Why? 53 In a car I am generally safe. Other than when streets flood. Driving down Drew (between Belcher and Fort Harrison) is less than ideal but it does not keep me from driving 54 Not applicable 55 I'll still walk my routes, because I try to prioritize getting exercise. It would be nice to have more peace of mind while traveling, however. 56 Because riding a bike on shared roads and around heavy traffic is dangerous. 57 Dangerous intersections to get there, lack of safe pedestrian access to the shopping center 58 Unsafe left turns required. Unmarked street numbers on major roadways making it hard to find address number on a building, setbacks are not adequate at an intersection making it hard to see if there is an oncoming car, speeds are not enforced. I tend to avoid those types of situations when possible. 59 I am still new(ish) to the city and haven't explored as much as I have liked. I'm sure there are places I would feel unsafe, however, I do not ride my bike on Gulf to Bay, Drew, Keene, Cleveland, Frontage roads, or any other larger higher speed traffic roads. They all feel unsafe and I move to the sidewalk, or find other streets to go around. Even if it makes my trip longer. :-( 60 Sidewalk is decent in my neighborhood. City Council Work Session March 2, 2026 What is an Active Transportation Plan? •A comprehensive set of strategiesto provide better options for walking, rolling, and bicycling, including accessing transit •Active Transportation Plans (ATP) typically identify infrastructure, policies and processes based on staff, stakeholder and public input to achieve the desired goals 2 3 Project Goals Goal 1 Identify a citywide low-stress active transportation network that complements other travel modes, especially transit, supports future land use patterns, and connects to active transportation facilities in other communities. Goal 2 Improve transportation safety outcomes for pedestrians, bicyclists and other non-auto transportation system users. Goal 3 Develop a feasible project list that can be implemented as standalone projects, as part of other planned transportation system projects, or as part of the development process. 4 Project Overview and Plan Highlights Key Project Tasks 1.Engagement 2.Data Collection 3.Existing Conditions Analysis 4.System Planning 5.Project Prioritization 6.Concept Plan Development 7.Community Development Code Review 8.Documentation 5 Key Task Schedule 6 December Public Engagement Strategy Data Collection Existing Conditions April - July System Planning First Quarter Final Plan Adoption November Draft Plan July Council Workshop Preliminary Draft System Plans 2025 January - March Analysis 2024 2026 August - September Concept Plans Active Transportation Plan Overview Executive Summary Network Development Prioritization Active Transportation Policy Implementation Plan Concept Plan Development 7 Corridor Project Types 8 Trails are off-street facilities separated from the vehicular travel way, like the Pinellas Trail. The Plan network shows potential for a new trail facility along CSX tracks, consistent with the Forward Pinellas ATP. Retrofitted Bike Lanes are existing on-street bike lanes where the opportunity to narrow the travel lane and add a buffer to the bike lane when the roadway is resurfaced was identified. Urban Trails/Wide Sidewalks are 8- to 10-foot sidewalks along a roadway, appropriate for walking and biking, like the Druid Trail. Neighborhood Greenways are low volume and slow speed streets that are designated for shared use with bicyclists, with enhanced crossing treatments at major crossings. Crossing Project Types Crossing Treatments Signalized Intersections •Enhanced crosswalk markings •Rectangular Rapid Flashing Beacons •Pedestrian Hybrid Beacons •Raised crosswalks •Advanced stop bars •Directional curb ramps •Bus boarding islands •Curb extensions •Leading pedestrian intervals •Lagging left turns •Extinguishable no right turn on red •Pedestrian only phase (probably only warranted in downtown) •Protected left turns (to prohibit left-turns at the same time as pedestrian crossings) •Bike signals (very select locations) •Improved traffic signal technologies 9 Engagement 10 •Online •Yard Signs •Pop-up Events •Targeted Outreach In total, over 300 unique visitors went to the feedback site, with 49 people completing survey and 68 map-based comments. In total 125 individual comments were received, with some of the map-based comments receiving multiple “up-votes”. 11 Map Based Feedback 11 New Projects Identified 14 Project Refinements Identified General Themes of: •Bicycle Facility Gaps and Safety Concerns •Riding within Clearwater Beach •Pedestrian Crossings and Accessibility: •Trail Connectivity and Maintenance •Driver Behavior and Enforcement •Roadway Design and Traffic Operations •Streetscape and Comfort Improvements •Equity and Accessibility Planned Network 12 Prioritization Criteria 13 Safety of proposed facility – 30% Comfort of proposed facility – 20% Access and Connectivity – 20% Ease of Implementation – 20% Demographics – 10% Top 10 Corridor Projects 14 Location / Street From (West/North to)To (East/South) Short Description Prioritization Score Martin Luther King Jr Ave (N/S)Fairmont St Gulf to Bay Blvd Urban Trail 88 Sunset Point Rd (E/W)Edgewater Dr Keene Rd Urban Trail 87 Martin Luther King Jr Ave (N/S)Gulf to Bay Blvd Belleair Rd Urban Trail 87 Seminole St (E/W)Osceola Ave Blanche B Littlejohn Trail Urban Trail 86 Park Trail Lane to Ream Wilson Trail Park Trail Lane Ream Wilson Trail Trail 86 Palmetto St / Myrtle Ave (N/S and E/W)Pinellas Trail Betty Ln Urban Trail 86 Northside Dr (E/W)US 19 Countryside Blvd Urban Trail 85 Hercules Ave (N/S)Union St Coachman Rd Urban Trail 85 Fairmont St / Douglas Ave (N/S and E/W)Union St Myrtle Ave Urban Trail 84 Lakeview Rd (E/W)Pinellas Trail Missouri Ave Urban Trail 84 Top 10 Crossing Projects 15 Location / Street (EW / NS) Description Prioritization Score Drew Street at Pinellas Trail High Visibility Crosswalk and RRFB 87 Betty Lane at State Street High Visibility Crosswalk and RRFB 84 Fort Harrison Avenue at Belleair Road High Visibility Crosswalk and PHB 83 Betty Lane at Sandy Lane Upgrade existing marked crossing to include a RRFB 82 Kings Highway at Byram Drive High Visibility Crosswalk and RRFB 82 Missouri Avenue at Gould Street High Visibility Crosswalk and PHB 80 Kings Highway/Sandy Lane at Otten Street Upgrade existing marked crossing to include a RRFB 78 Betty Lane at Sedeeva Circle High Visibility Crosswalk and RRFB 78 Highland Avenue at Byram Drive High Visibility Crosswalk and RRFB 78 Countryside Boulevard at Village Drive High Visibility Crosswalk and RRFB 78 Policy Review Existing Policy Review Outcome Recommendations Broad policy support for walking, biking, micromobility, and transit integration across Clearwater and Pinellas County Community Development Code could be enhanced to improve active transportation outcomes Update Parking Code Requirements Modify Development Review Process and Applicable Codes Update and Standardize Sidewalk Requirements Update Bicycle Facility Standards Develop a Micromobility Policy 16 What does it include? •Task Overview •Details •Lead Department •Agency Partners •Timeline •Relative Cost Implementation Plan 17 18 Example Implementation Plan Actions Annual •Annual report on performance measures Near-Term (5 yrs) •Update land development codes •Incorporate ATP projects into other city plans •Collaborate with agency partners to advance project development •Construct low-cost improvements Long-Term (5+ yrs) •Build out the Urban Trail Network •Develop wayfinding program •Implement grant funded projects MLK: Fairmont Street to Maple Street Brief Project Description: Construct an urban trail on at least one side of the street and implement crossing improvements as needed to enhance safety and comfort. This project would replace a previously proposed bike lane on a portion of the corridor. Other information provided in ATP includes narrative of key project features, potential conflicts, community partners, next steps, project length, prioritization score and planning level cost estimate. 19 N Highland Avenue at Byram Drive 20 •Summary of Potential Grants •Technical Appendix Other Information 21 City Council Work Session March 2, 2026 1 RESOLUTION NO. 26-04 A RESOLUTION OF THE CITY OF CLEARWATER, FLORIDA APPROVING THE CONNECTING CLEARWATER ACTIVE TRANSPORTATION PLAN, PROVIDING FOR A FOUNDATION FOR A BALANCED TRANSPORTATION SYSTEM THAT PROVIDES PEOPLE OF ALL AGES AND ABILITIES WITH SAFE, EFFICIENT TRAVEL OPTIONS; PROVIDING A PLANNING FRAMEWORK FOR IDENTIFYING AND RANKING POTENTIAL ACTIVE TRANSPORTATION PROJECTS; PROVIDING FOR AN EFFECTIVE DATE. WHEREAS, the City of Clearwater Comprehensive Plan’s Quality Places and Mobility Chapters recognize the importance of providing multimodal mobility options for people of all ages and abilities; and WHEREAS, since the implementation of the city’s Shifting Gears Bicycle and Pedestrian Master Plan in 2006, the city has made progress toward development of a pedestrian and bicycle network, but recognizes that land use contexts, roadway facilities, and modes of transportation have changed; and WHEREAS, active transportation facilities are designed, operated, and maintained for all people, regardless of age or ability, and are essential in providing a safe, connected, and comfortable network of routes; and WHEREAS, the city recognizes the potential benefits to the local economy and positive transformations that may occur with investments made in enhancing active transportation facilities; and WHEREAS, on November 21, 2024, the Clearwater City Council approved funding for a consultant (hereinafter referred to as the “Consultant”) to prepare a citywide active transportation plan (hereinafter referred to as the “Plan”); and WHEREAS, Plan development included data collection, analysis, coordination with multiple jurisdictions and city departments, and public outreach through advisory committee meetings, community open houses, special events, and online surveys; and WHEREAS, the city and the consultant presented an update on the status of the Plan to the City Council at their Work Session on June 5, 2025, and the City Council provided direction that was incorporated into the final Plan; and WHEREAS, this Plan will serve as a long-term vision for how Clearwater’s active transportation system should be designed and function and contains planning-level concept plans and a list of corridors and crossings ranked for engineering-level analysis 2 and implementation, policy recommendations to support active transportation, and funding opportunities; now, therefore; and WHEREAS, approval of this plan does not mandate specific roadway redesigns, lane reductions, road diets, or sidewalk width standards, and all future transportation capital improvement projects originating from the Plan will remain subject to engineering review and separate City Council approval; now, therefore. BE IT RESOLVED BY THE CITY COUNCIL OF THE CITY OF CLEARWATER, FLORIDA: Section 1. The City Council hereby approves the Connecting Clearwater Active Transportation Plan as a planning tool to identify and prioritize active transportation projects and pursue state and federal funding opportunities for such projects. Section 2. This resolution shall take effect immediately upon adoption. PASSED AND ADOPTED this day of , 2026. Bruce Rector, Mayor Approved as to form: Attest: Matthew J. Mytych, Esq. Assistant City Attorney Rosemarie Call City Clerk 1 RESOLUTION NO. 26-04 A RESOLUTION OF THE CITY OF CLEARWATER, FLORIDA APPROVING THE CONNECTING CLEARWATER ACTIVE TRANSPORTATION PLAN, PROVIDING A PLANNING FRAMEWORK FOR IDENTIFYING AND RANKING POTENTIAL ACTIVE TRANSPORTATION PROJECTS; PROVIDING FOR AN EFFECTIVE DATE. WHEREAS, the City of Clearwater Comprehensive Plan’s Quality Places and Mobility Chapters recognize the importance of providing multimodal mobility options for people of all ages and abilities; and WHEREAS, since the implementation of the city’s Shifting Gears Bicycle and Pedestrian Master Plan in 2006, the city has made progress toward development of a pedestrian and bicycle network, but recognizes that land use contexts, roadway facilities, and modes of transportation have changed; and WHEREAS, active transportation facilities are designed, operated, and maintained for all people, regardless of age or ability, and are essential in providing a safe, connected, and comfortable network of routes; and WHEREAS, the city recognizes the potential benefits to the local economy and positive transformations that may occur with investments made in enhancing active transportation facilities; and WHEREAS, on November 21, 2024, the Clearwater City Council approved funding for a consultant (hereinafter referred to as the “Consultant”) to prepare a citywide active transportation plan (hereinafter referred to as the “Plan”); and WHEREAS, Plan development included data collection, analysis, coordination with multiple jurisdictions and city departments, and public outreach through advisory committee meetings, community open houses, special events, and online surveys; and WHEREAS, the city and the consultant presented an update on the status of the Plan to the City Council at their Work Session on June 5, 2025, and the City Council provided direction that was incorporated into the final Plan; and WHEREAS, this Plan will serve as a long-term vision for how Clearwater’s active transportation system should be designed and function and contains planning-level concept plans and a list of corridors and crossings ranked for engineering-level analysis and implementation, policy recommendations to support active transportation, and funding opportunities; now, therefore; and WHEREAS, approval of this plan does not mandate specific roadway redesigns, lane reductions, road diets, or sidewalk width standards, and all future transportation capital 2 improvement projects originating from the Plan will remain subject to engineering review and separate City Council approval; now, therefore. BE IT RESOLVED BY THE CITY COUNCIL OF THE CITY OF CLEARWATER, FLORIDA: Section 1. The City Council hereby approves the Connecting Clearwater Active Transportation Plan as a planning tool to identify and prioritize active transportation projects and pursue state and federal funding opportunities for such projects. Section 2. This resolution shall take effect immediately upon adoption. PASSED AND ADOPTED this day of , 2026. Bruce Rector, Mayor Approved as to form: Attest: Matthew J. Mytych, Esq. Assistant City Attorney Rosemarie Call City Clerk Cover Memo City of Clearwater Main Library - Council Chambers 100 N. Osceola Avenue Clearwater, FL 33755 File Number: ID#26-0490 Agenda Date: 4/20/2026 Status: Agenda ReadyVersion: 1 File Type: Action ItemIn Control: Planning & Development Agenda Number: 5.2 SUBJECT/RECOMMENDATION: Provide direction regarding the City’s Tree Preservation Ordinance. (WSO) SUMMARY: In January 2026, Pinellas County adopted amendments to its tree regulations to create a stand-alone tree code, revise tree replacement requirements, simplify the tree rating system, update residential tree requirements, clarify code language, and establish Tree Bank Fund payment amounts. The County described these changes as intended to provide greater flexibility and more consistent administration of its tree permitting process. A comparison of City and County tree code provisions has been provided for Council’s review. During Council discussion, it was suggested that the City consider the County’s approach, including whether portions of the County code could be incorporated into the City’s ordinance. In response, staff is providing a summary of the County’s January 2026 code amendments and a comparison of key City and County provisions to assist Council in its discussion of predictability, streamlining, and alignment of tree preservation regulations. APPROPRIATION CODE AND AMOUNT: N/A USE OF RESERVE FUNDS: N/A STRATEGIC PRIORITY: This item is consistent with the Council’s Environmental Stewardship priority and Objective 4.3 by evaluating tree preservation regulations that help protect Clearwater’s urban forest and public green spaces while promoting clarity and effective administration. Page 1 City of Clearwater Printed on 4/14/2026 |1CITY OF CLEARWATER Tree Preservation and Removal |2CITY OF CLEARWATER AGENDA 1.Areas for Refinement and Recommendations 2.Brief Overview of the City’s Tree Permit Process 3.Comparison of City and Pinellas County Code Provisions 4.Current Permitting Activity and City Policies |3CITY OF CLEARWATER AREAS FOR CODE REFINEMENT & RECOMMENDATIONS •Reorganize tree protection provisions for clarity and usability •Incorporate graphics and formatting tools to improve understanding •Evaluate the tree rating system, including comparison to Pinellas County’s simplified scale •Review residential minimum tree requirements, including lot size distinctions •Codify current administrative practices and exemptions •Clarify treatment of hazardous trees and emergency removal situations •Review permit and tree bank fees as part of the department fee study |4CITY OF CLEARWATER CITY OF CLEARWATER TREE REMOVAL PERMIT 1.Permit Reviewed for Required Information ✓Multi-Family/Non-Residential Requires Site Plan and Tree Inventory for Protected Trees; Tree Preservation Plan; Justification for Removal ✓Single Family/Two-Family Requires Survey with Locations of Protected Trees/Palms; Reason for Removal 2.Land Development Arborist Visits Site, Reviews Application, Assesses Trees (Comparison) and Site Conditions; May Request Additional Information 3.Approves or Denies Request(s); May Partially Approve |5CITY OF CLEARWATER PROTECTED TREES CITY OF CLEARWATER PINELLAS COUNTY Palm Tree 10 Feet in Height 6 Feet in Height Shade Tree 4 Inch DBH 4 Inch DBH Accent Tree 2 Inch DBH Does Not Differentiate Between Shade/ Accent Trees Homestead Property N/A Trees Greater Than 24 Inches DBH |6CITY OF CLEARWATER PINELLAS COUNTY TREE RATING SYSTEM GRADE DESCRIPTION REMOVAL/REPLACEMENT 0 “Poor” •Dead/Dying •Nuisance/Invasive Species •May Be Removed with Permit •No Replant •Min. Landscape Does Not Apply 1 “Fair” •Moderate Die •Damage from Insects •Single/Multiple Defects •May Be Removed with Permit •Replant Trees •Min. Landscape Applies 2 “Good” •No Significant Damage •Minor Dieback/Minor Defects •May Be Removed: Interferes With Utilities/Improvements •Replant Trees/Min. Landscape 3 “Excellent” •Native Tree, Excellent Condition •Historic/Specimen Trees •Same As Above |7CITY OF CLEARWATER PINELLAS COUNTY REPLACEMENT TREES DBH OF TREE REMOVED NUMBER OF REPLANTS REQUIRED BY GRADE NUISANCE/INVASIVE REMOVAL CREDIT* Grade 1 Grade 2 Grade 3 4” to 14”1 2 3 1 14.1” to 24”2 4 6 2 24.1” to 34”3 6 9 3 >34”4 8 12 4 * Invasive Trees Removed Must Be Maintained To Prevent Regrowth/ Reestablishment |8CITY OF CLEARWATER MINIMUM TREE COUNT – RESIDENTIAL PROPERTY CITY OF CLEARWATER PINELLAS COUNTY Lot Size (SF)Min. Trees Per Lot Lot Size Min. Trees Per Lot < 5,000 2 ≤ 2,500 1 5,000-10,000 4 2,501-5,000 2 10,001-15,000 6 5,001-7,500 3 Over 15,001 8 7,501-10,000 4 > 10,001 4 + 1 tree per 3,000 SFLMDR District Min. Lot Size 5,000 SF |9CITY OF CLEARWATER PINELLAS COUNTY CODE EXEMPTIONS •Trees Located Within Proposed Building Footprint Exempt From Replant Requirements •Trees Graded 0 / “Poor” |10CITY OF CLEARWATER APPLICATION FEE, MITIGATION (TREE BANK) & ENFORCEMENT CITY OF CLEARWATER PINELLAS COUNTY Permit Fee Removal of 1-5 trees: $15 Per tree over 5: $3 Nuisance/Invasive: No Charge Single-family, Duplex, Triplex: $50 Multi-family and Commercial: $265 Mitigation (Tree Bank) $48 Per Inch DBH Single-family, Duplex, Triplex: $300/tree Multi-family and Commercial: $500/tree Fines (Enforcement) $48 per inch DBH (max $5,000 for protected tree or palm and $15,000 for specimen tree) $150 per inch DBH |11CITY OF CLEARWATER SAMPLE TREES: MUNICIPAL SERVICES BUILDING Diameter at Breast Height (DBH) Between 20 & 22 Inches |12CITY OF CLEARWATER PERMIT REQUESTS YEAR TOTAL PERMITS1 # PERMITS APPROVED # PERMITS DENIED % OF TOTAL DENIED 2023 297 264 33 11% 2024 260 232 28 11% 2025 236 205 31 13% 20262 44 39 5 11% Notes: 1.Stand-Alone Tree Permits (Not Associated With Other Construction) 2.Through March 31, 2026 |13CITY OF CLEARWATER CITY TREE PROTECTION POLICIES •Clearwater 2045 Quality Places Chapter: •Objective QP 5.6 Ensure quality landscaping and tree protection throughout the city. •Policy QP 5.6.1 Continue to protect trees during site development or redevelopment through standards in the CDC. •Objective QP 5.7 Prioritize the creation of a sustainable and long-lived tree canopy on public and private properties during development or redevelopment. •Policy QP 5.7.2 Preserve a shade tree canopy on private property by continuing to limit shade tree removal and ensuring shade trees are replaced/replanted in appropriate locations. •Policy QP 5.7.4 Ensure development or redevelopment provides appropriate amounts of Florida-friendly shade trees to improve stormwater runoff and provide heat reduction, noise abatement, buffering, and aesthetic beauty. |14CITY OF CLEARWATER Questions & Discussion 04.06.26 1 Tree Codes – City of Clearwater and Pinellas County City of Clearwater Pinellas County (as amended 01.20.26) Tree Permit Threshold (“Protected” Trees) • Palm: 10 feet in height • Shade tree: 4-inch DBH • Accent tree: 2-inch DBH A.3/D.12/Sec. 3-1205.A. • Palm: 6 feet in height • Tree: 4-inch DBH (except homesteaded property with single-family residence) • Tree on homesteaded property with single-family residence: Greater than 24-inch DBH Sec. 58-813(a) Tree Ratings 0-6 Scale 0 = Dead; removal required 1 = Poor ; removal required 2 = Below average; removal required 3 = Average; worthy of preservation 4 = Above Average; worthy of preservation 5 = Outstanding; shall be preserved 6 = Specimen; shall be preserved A.3./D.12/Sec. 3-1202.H.1 0-3 Scale 0 = Poor; may be removed with permit, no replant trees required 1 = Fair; may be removed with permit, replant trees required 2 = Good; may be removed when interfering with improvements, utilities, or poses threat, replant required 3 = Excellent; may be removed with permit when prevents development of or access to lot, interferes with utilities, poses threat, replant required Sec. 58-813(b) Table 58-813(a) Replacement Trees and Credits • Multi-family/Non-residential: - Inch-for-inch replacement - May pay into tree bank if deficit • Single-family/Two-family: - Inch-for-inch replacement • Number of replacement trees based on removed tree DBH and rating (Grade 1-3), from 1-12 trees • Minimum tree requirement of 1-8 trees (based on lot size); standard located in 04.06.26 2 - Minimum tree count of 2-8 trees (based on lot size) - May pay into tree bank if deficit • Community Development Coordinator may determine that certain protected trees do not need to be replaced • Credits: - Addition of required landscaping on existing properties may be credited - 25% of tree DBH on undeveloped property zoned MHDR, HDR or other commercial property A.3./D.12./Sec. 3-1205.D. Land Development Code, landscaping provisions • Credits for removing nuisance species and planting trees with native plants based on removed tree DBH from 1-4 trees Sec. 58-813(b)(4) & (5) Table 138-3658(a) Replacement Exemptions • Exempt: - Trees rated 0-2 may be exempt if lot otherwise meets min. shade tree requirement (current staff policy/prior Community Development Coordinator determination, not in CDC) - Permits not denied for tree removal that would preclude reasonable economic use of property (also via policy, not CDC) • Exempt: - Trees within proposed building footprint - Trees rated 0 Sec. 58-813(b)(4) Tree Permit Application Fee • Removal of 1-5 trees: $15 • Per tree over 5: $3 Appendix A. V(2)(j) • Nuisance/Invasive: No Charge • Single-family, Duplex, Triplex: $50 • Multi-family and Commercial: $265 Res. 26-2 Tree Bank Fee • Tree bank: - $48 per inch DBH • Tree bank - $300/tree (single-family, duplex, triplex) 04.06.26 3 A.3./D.12/Sec. 3-1205.D.2 & D.3 - $500/tree (multi-family and commercial) Res. 26-2 Enforcement Fines • $48 per inch DBH (max $5,000 for protected tree or palm and $15,000 for specimen tree) A.7/Sec. 7-103.D.2. • $150 per inch DBH Sec. 58-810(c) Removal Permit Requirements • Multi-family/Non-residential/Subdivisions: - Site plan showing location by size, canopy and species of all protected trees - Tree inventory by arborist for all protected trees - Tree preservation plan - Topographical survey (in certain situations) - Justification for Tree Removal • Single Family/Two-Family: - Survey showing location and size of all protected trees and palms, those proposed to be removed, and reason for removal A.4./D.12/Sec. 4-1202.A. & B. • Includes, but is not limited to: - Tree survey - Tree risk assessment - Proof of ownership or authorization to perform work - Any other information as may be requested Sec. 58-813(b)(1) Select Definitions Diameter breast height (DBH) means a measurement of mature trees and is measured at a height four and one-half feet above the ground or soil level. Protected tree means any shade tree four inches DBH or greater, and any accent tree Diameter at Breast Height (DBH) means the diameter, in inches, of a tree measured at four and a half feet above the substrate. Building footprint means the area on the ground delineated by the outer edge of the 04.06.26 4 two inches DBH or greater, and any tree or palm as part of an approved landscape plan, but excluding all hazardous and prohibited trees. Specimen tree means any tree which is determined to be of high value to the community because of its type, size, age, exceptional quality, or other professional criteria, and so designated by the community development coordinator. Hazardous tree means a tree that constitutes a hazard to life or has a significant potential to cause injury to persons or damage to property as the tree is in imminent danger of falling, or is otherwise considered to be or likely to create a hazard. A hazardous tree shall include but not be limited to dead, diseased, broken, split, cracked, leaning and uprooted trees. A hazardous tree shall also include a tree harboring communicable diseases or insects of a type that could infest and cause the decline of adjacent trees. Prohibited tree means Punk (cajeput) tree - Melaleuca quinquenervia also known as Melaleuca leucodendron; Brazilian pepper - Schinus terebinthifolius; Australian Pine - Casuarina equisetifolia; and Chinese Tallow - Sapium sebiferum. foundation of a primary structure that has been or will be approved. This definition includes additions to existing primary structures. 04.06.26 5 Code Citations Community Development Code (CDC) Article 3. Development Standards Division 12. Landscaping/Tree Protection/Artificial Turf Section 3-1202. General Landscaping Standards H. Tree Inventory; 1. Tree evaluation grades Section 3-1205. Tree Protection A. Removal permit - Required D. Tree and palm requirements and replacements Article 4. Development Review and Other Procedures Division 12. Tree Removal Permit Section 4-1202 Removal permit – Application Article 7. Enforcement Proceedings and Penalties Section 7-103. Remedies; penalties D. Restoration of landscaping/trees Code of Ordinances Chapter 58. Environment Article XIX. Tree Protection Section 58.810. Enforcement, Liability, and Penalties. (c) Penalties Section 58-813. Tree protection and permitting (a) Protected trees (b) Permit required, (1) Procedure, (4) Replants required and (5) Credit for nuisance/invasive species removal. Table 58-813(a). Tree Rating System Table 58-813(b). Replant Tree Requirements Part III Land Development Code Chapter 138. Zoning Article X. Community Design Standards Division 3. Landscaping, Habitat Protection, and Wetland Buffers Section 138.3658. Landscaping for single-family detached, attached, two-family, and three-family residential properties. Table 138-3658.a – Minimum Trees Per Lot Cover Memo City of Clearwater Main Library - Council Chambers 100 N. Osceola Avenue Clearwater, FL 33755 File Number: ID#26-0375 Agenda Date: 4/20/2026 Status: Agenda ReadyVersion: 1 File Type: Action ItemIn Control: Information Technology Agenda Number: 6.1 SUBJECT/RECOMMENDATION: Approve a purchase order to GovConnection dba Connection Public Sector Solutions (Connection), of Merrimack, NH for software licensing and maintenance, for a term beginning April 1, 2026 through February 28, 2029, in the amount of $145,756.86, pursuant to Clearwater Code of Ordinances Section 2.563(1)(c), Piggyback or Cooperative Purchasing, and authorize the appropriate officials to execute same. (consent) SUMMARY: This purchase of Jamf Software is for the acquisition of an enterprise mobile device management and security platform to support the management of phones, tablets, and networked TV devices. The city’s current remote device management solution (Meraki) is reaching its end-of-life and will no longer be supported beginning in 2027. The Jamf Software provides remote setup, configuration, and identity and credential management to ensure secure connectivity of mobile devices to City network resources. Authorization is requested to piggyback OMNIA Contract No. R250605, issued through Region 4 Education Service Center (ESC), and valid through February 28, 2029. The agreement includes maintenance support for all software, including updates and upgrades. The city currently manages approximately 1,600 devices and anticipates continued growth with the increased use of field tablets and mobile devices associated with the rollout of enterprise asset management systems. APPROPRIATION CODE AND AMOUNT: Funding for the current year is budgeted and available in Information Technology cost code 5559862-530300, contractual services. Funding for future years will be requested as part of the annual budget process. The Information Technology department is funded by revenues from the Administrative Services Fund, an internal fund of the city responsible for the administration of city-wide technology services. STRATEGIC PRIORITY: These purchases help achieve strategic objectives 1.2, 1.3, and 1.4 for High Performing Government. The Information Technology Department maintains critical public infrastructure to deliver sustain a high level of service to support a safe and healthy community. Page 1 City of Clearwater Printed on 4/14/2026 Account Executive:Scott Jones Phone: Fax: Email:scott.jones@connection.com Date:3/27/2026 Valid Through:3/30/2026 Account #:S00488 Customer Contact:Richard Chapman Phone:(727) 444-8088 Email:richard.chapman@myclearwater.com Fax:(727) 562-4635 DELIVERY FOB SHIP VIA PRODUCT WEIGHT TERMS CONTRACT ID# Small Pkg Ground Service Level .00 lbs Net 30 R250605 *Line #Qty Item #Mfg. Part #Description Mfg.Price Ext 1 1,500 42013457 PRO-COM-MOBILE Corp. Mobile First Solution Designed to Prioritize User Experience Protect and Secure Business Data - Jamf Software -$ -$ 2 2026-2027 -$ 3 Omnia Contract Market Group:Software Discount: 5.5% MSRP:$ 69.00 Contract Cost: $65.20 Your Cost:$ 0.00 -$ 4 1 41958445 PMS-COM-SLVR-CLOUD Corp. Tier 3 Support and 2 Premium Support Contracts - Jamf Software 7,627.64$ 7,627.64$ 5 2026-2027 -$ 6 Omnia Contract Market Group:Software Discount: 5.5% MSRP:$12,000.00 Contract Cost:11,340 Your Cost:$7627.64 -$ 7 1 42065411 SER-COM-MOBILE Corp. Jamf for Mobile - Premium Onboarding - Jamf Software 4,973.94$ 4,973.94$ 8 Omnia Contract Market Group:Software Discount: 5.5% MSRP:$8000.00 Contract Cost:$7560.00 Your Cost:$4973.94 -$ 9 1,500 42013457 PRO-COM-MOBILE Corp. Mobile First Solution Designed to Prioritize User Experience Protect and Secure Business Data - Jamf Software 39.30$ 58,950.00$ 10 2027-2028 -$ 11 Omnia Contract Market Group:Software Discount: 5.5% MSRP:$ 69.00 Contract Cost: $65.20 Your Cost:$39.30 -$ CITY OF CLEARWATER Clearwater, FL 33756 CLEARWATER, FL 33756 QUOTE PROVIDED TO:SHIP TO: AB#: 21603027 AB#: 14275787 CITY OF CLEARWATER INFORMATION TECHNOLOGY 100 S MYRTLE AVE 3RD FLOOR 100 S MYRTLE AVE 3RD FLOOR US SALES QUOTE GovConnection, Inc.# 25870170.03 732 Milford Road PLEASE REFER TO THE ABOVE QUOTE # WHEN ORDERINGMerrimack, NH 03054 US (727) 562-4660 (727) 444-8081 Important Notice: --- THIS QUOTATION IS SUBJECT TO THE FOLLOWING Terms of Sale: All purchases from GovConnection, Inc. are subject to the Terms and Conditions of our OMNIA Partners/Region 4 ESC Contract # R250605. Any Order accepted by GovConnection for the items included in this Quotation is expressly limited to those Terms and Conditions; any other terms and conditions referenced or appearing in your Purchase Order are considered null and void. No other terms and conditions shall apply without the written consent of GovConnection, Inc. Please refer to our Quote Number in your order. Page 1 of 4 3/27/2026 Account Executive:Scott Jones Phone: Fax: Email:scott.jones@connection.com Date:3/27/2026 Valid Through:3/30/2026 Account #:S00488 Customer Contact:Richard Chapman Phone:(727) 444-8088 Email:richard.chapman@myclearwater.com Fax:(727) 562-4635 DELIVERY FOB SHIP VIA PRODUCT WEIGHT TERMS CONTRACT ID# Small Pkg Ground Service Level .00 lbs Net 30 R250605 *Line #Qty Item #Mfg. Part #Description Mfg.Price Ext CITY OF CLEARWATER Clearwater, FL 33756 CLEARWATER, FL 33756 QUOTE PROVIDED TO:SHIP TO: AB#: 21603027 AB#: 14275787 CITY OF CLEARWATER INFORMATION TECHNOLOGY 100 S MYRTLE AVE 3RD FLOOR 100 S MYRTLE AVE 3RD FLOOR US SALES QUOTE GovConnection, Inc.# 25870170.03 732 Milford Road PLEASE REFER TO THE ABOVE QUOTE # WHEN ORDERINGMerrimack, NH 03054 US (727) 562-4660 (727) 444-8081 Important Notice: --- THIS QUOTATION IS SUBJECT TO THE FOLLOWING Terms of Sale: All purchases from GovConnection, Inc. are subject to the Terms and Conditions of our OMNIA Partners/Region 4 ESC Contract # R250605. Any Order accepted by GovConnection for the items included in this Quotation is expressly limited to those Terms and Conditions; any other terms and conditions referenced or appearing in your Purchase Order are considered null and void. No other terms and conditions shall apply without the written consent of GovConnection, Inc. Please refer to our Quote Number in your order. 12 1 41958445 PMS-COM-SLVR-CLOUD Corp. Tier 3 Support and 2 Premium Support Contracts - Jamf Software 7,627.64$ 7,627.64$ 13 2027-2028 -$ 14 Omnia Contract Market Group:Software Discount: 5.5% MSRP:$12,000.00 Contract Cost:11,340.00 Your Cost:$7627.64 -$ 15 1,500 42013457 PRO-COM-MOBILE Corp. Mobile First Solution Designed to Prioritize User Experience Protect and Secure Business Data - Jamf Software 39.30$ 58,950.00$ 16 2028-2029 -$ 17 Omnia Contract Market Group:Software Discount: 5.5% MSRP:$ 69.00 Contract Cost: $65.20 Your Cost:$39.30 -$ 18 1 41958445 PMS-COM-SLVR-CLOUD Corp. Tier 3 Support and 2 Premium Support Contracts - Jamf Software 7,627.64$ 7,627.64$ 19 2028-2029 -$ 20 Omnia Contract Market Group:Software Discount: 5.5% MSRP:$12,000.00 Contract Cost:11,340.00 Your Cost:$7627.64 -$ 21 The pricing offered will be held firm through April 30th, 2026, and supersedes the Validity Date at the top of this quote. -$ Subtotal 145,756.86$ Fee 0.00$ Shipping and Handling 0.00$ Tax Exempt! Total 145,756.86$ Page 2 of 4 3/27/2026 Account Executive:Scott Jones Phone: Fax: Email:scott.jones@connection.com Date:3/27/2026 Valid Through:3/30/2026 Account #:S00488 Customer Contact:Richard Chapman Phone:(727) 444-8088 Email:richard.chapman@myclearwater.com Fax:(727) 562-4635 DELIVERY FOB SHIP VIA PRODUCT WEIGHT TERMS CONTRACT ID# Small Pkg Ground Service Level .00 lbs Net 30 R250605 *Line #Qty Item #Mfg. Part #Description Mfg.Price Ext CITY OF CLEARWATER Clearwater, FL 33756 CLEARWATER, FL 33756 QUOTE PROVIDED TO:SHIP TO: AB#: 21603027 AB#: 14275787 CITY OF CLEARWATER INFORMATION TECHNOLOGY 100 S MYRTLE AVE 3RD FLOOR 100 S MYRTLE AVE 3RD FLOOR US SALES QUOTE GovConnection, Inc.# 25870170.03 732 Milford Road PLEASE REFER TO THE ABOVE QUOTE # WHEN ORDERINGMerrimack, NH 03054 US (727) 562-4660 (727) 444-8081 Important Notice: --- THIS QUOTATION IS SUBJECT TO THE FOLLOWING Terms of Sale: All purchases from GovConnection, Inc. are subject to the Terms and Conditions of our OMNIA Partners/Region 4 ESC Contract # R250605. Any Order accepted by GovConnection for the items included in this Quotation is expressly limited to those Terms and Conditions; any other terms and conditions referenced or appearing in your Purchase Order are considered null and void. No other terms and conditions shall apply without the written consent of GovConnection, Inc. Please refer to our Quote Number in your order. QUOTE TERMS AND CONDITIONS Unless you have a written master purchase agreement in effect with PC Connection, Inc., PC Connection Sales Corporation, MoreDirect, Inc., or GovConnection, Inc. (each doing business as Connection ), that expressly governs this transaction, all orders are governed by Connection s Terms and Conditions of Sale available at: https://www.govconnection.com/content/about/legal/terms- and-conditions-sale (the Agreement ), which are incorporated by reference as if fully set forth in this Quote. Some products and services sold by Connection come with end user license agreements ( EULAs ) from the original manufacturer or service provider ( OEM ), as well as certain required reseller pass-through terms that Connection must provide or enforce. These terms may be shared with you either by the OEM or by Connection. For your convenience, applicable terms for certain products are available here: https://www.govconnection.com/content/about/legal/oem-cloud-software-mandatory-end-customer-notice . Please review this page to see whether any of the products you are purchasing are listed. These terms apply in addition to this Agreement or any applicable master purchase agreement. Most license and subscription products renew automatically under OEM terms. You are responsible for timely cancellation as required by the OEM. Cancellation and refund rights are governed by OEM terms, and some products or services may be non-cancellable and non-refundable once ordered, activated, or renewed. You remain responsible for any non-cancellable or non-refundable charges. By placing an order in response to this Quote or using the products or services described, you agree to the Agreement (if no master purchase agreement applies) and all OEM and pass-through terms. No signature is required. Any additional or different customer terms are rejected. If you do not agree, do not place an order or use the products or services. Pricing and availability are subject to change prior to shipment (in the case of equipment) or delivery (in the case of software). Connection reserves the right, prior to shipment or delivery, to adjust pricing or cancel any order for any reason, including manufacturer price increases, allocation changes, tariffs, exchange rate fluctuations, supply constraints, or other factors beyond Connection s reasonable control. Orders are not binding until shipment or delivery. Page 3 of 4 3/27/2026 ORDERING INFORMATION GovConnection, Inc. DBA Connection Public Sector Solutions OMNIA Partners/Region 4 ESC Contract #R250605 Contract Expiration: 28 February 2029 Please contact your account manager with any questions. Ordering Address GovConnection, Inc. 732 Milford Road Merrimack, NH 03054 Remittance Address GovConnection, Inc. Box 536477 Pittsburgh, PA 15253-5906 Please reference the Contract # on all purchase orders. TERMS & CONDITIONS Payment Terms: NET 30 (subject to approved credit) FOB Point: DESTINATION (within Continental US) Maximum Order Limitation: NONE FEIN: 52-1837891 DUNS Number: 80-967-8782 Cage Code: OGTJ3 Business Size: LARGE WARRANTY: Manufacturer’s Standard Commercial Warranty NOTE: It is the end user's responsibility to review, understand and agree to the terms of any End User License Agreement (EULA). Important Notice: --- THIS QUOTATION IS SUBJECT TO THE FOLLOWING Terms of Sale: All purchases from GovConnection, Inc., are subject to the Terms and Conditions of our OMNIA Partners/Region 4 ESC Contract # R250605. Any Order accepted by GovConnection for the items included in this Quotation is expressly limited to those Terms and Conditions; any other terms and conditions referenced or appearing in your Purchase Order are considered null and void. No other terms and conditions shall apply without the written consent of GovConnection, Inc. Please refer to our Quote Number in your order. If you require a hard copy invoice for your credit card order, please visit the link below and click on the Proof of Purchase/Invoice link on the left side of the page to print one: https://www.govconnection.com/web/Shopping/ProofOfPurchase.htm Please forward your Contract or Purchase Order to: SLEDOPS@connection.com QUESTIONS: Call 800-800-0019 FAX: 603-683-0374 Page 4 of 4 3/27/2026 Region 4 Education Service Center Contract # R250605 for Technology Solutions, Products and Services with GovConnection dba Connection Public Sector Solutions Effective: March 1, 2026 The following documents comprise the executed contract effective: March1, 2026 I. Vendor Contract and Signature Form II. Supplier’s Response to the RFP, incorporated by reference III. Original RFP APPENDIX A CONTRACT This Contract (“Contract”) is made as of February 24, 2026, by and between GovConnection dba Connection Public Sector Solutions(“Contractor”) and Region 4 Education Service Center (“Region 4 ESC”) for the purchase of Technology Solutions, Products and Services(“the products and services”). RECITALS WHEREAS, Region 4 ESC issued Request for Proposals Number 25-06 for (“RFP”), to which Contractor provided a response (“Proposal”); and WHEREAS, Region 4 ESC selected Contractor’s Proposal and wishes to engage Contractor in providing the services/materials described in the RFP and Proposal; WHEREAS, both parties agree and understand the following pages will constitute the Contract between the Contractor and Region 4 ESC, having its principal place of business at 7145 West Tidwell Road, Houston, TX 77092. WHEREAS, Contractor included, in writing, any required exceptions or deviations from these terms, conditions, and specifications; and it is further understood that, if agreed to by Region 4 ESC, said exceptions or deviations are incorporated into the Contract. WHEREAS, this Contract consists of the provisions set forth below, including provisions of all attachments referenced herein. In the event of a conflict between the provisions set forth below and those contained in any attachment, the provisions set forth below shall control. WHEREAS, the Contract will provide that any state and local governmental entities, public and private primary, secondary and higher education entities, non-profit entities, and agencies for the public benefit (“Public Agencies”) may purchase products and services at prices indicated in the Contract upon the Public Agency’s registration with OMNIA Partners. 1) Term of agreement. The initial term of the Contract is for a period of three (3) years unless terminated, canceled, or extended as otherwise provided herein. Region 4 ESC shall have the right in its sole discretion to renew the Contract for additional terms up to two (2) years after the end of the initial term or for a lesser period of time as determined by Region 4 ESC by providing written notice to the Contractor of Region 4 ESC’s intent to renew thirty (30) days prior to the expiration of the original term. Contractor acknowledges and understands Region 4 ESC is under no obligation whatsoever to extend the term of this Contract. In the event the proposal term, including renewals, ends before another proposal is executed, proposal prices and discounts may be extended on a month-to-month basis by mutual consent. Extensions are limited to the lesser of: a) six (6) additional monthly terms, or b) the time which is required to complete a new solicitation for the goods and services provided for in this solicitation. Notwithstanding the foregoing paragraph, the term of the Contract, including any extension of the original term, shall be further extended until the expiration of any Purchase Order issued within the Contract term for a period of up to one year beyond the Contract term. 2) Scope: Contractor shall perform all duties, responsibilities and obligations, set forth in this agreement, and described in the RFP, incorporated herein by reference as though fully set forth herein. 3) Form of Contract. The form of Contract shall consist of this Contract, any Purchase Order (or other similar document agreed to in writing by Region 4), Region 4’s Standard Terms and Conditions for Procurement Solicitations, the RFP and any Addenda, Region 4’s Electronic Bid Certifications, the Offeror’s Best and Final Offer(s), as accepted by Region 4, and the Offeror’s Proposal, as accepted by Region 4, each instrument incorporated herein by reference. 4) Order of Precedence. In the event of a conflict in the provisions of the Contract as accepted by Region 4 ESC, the following order of precedence shall prevail: i. This Contract, ii. Any Purchase Order (or other such similar document agreed to in writing by Region 4), iii. Region 4’s Standard Terms and Conditions for Procurement Solicitations, iv. RFP and any Addenda, v. Region 4’s Electronic Bid Certifications, vi. Offeror’s Best and Final Offer, as accepted by Region 4, and vii. Offeror’s proposal, as accepted by Region 4. 5) Commencement of Work. The Contractor is cautioned not to commence any billable work or provide any material or service under this Contract until Contractor receives a purchase order for such work or is otherwise directed to do so in writing by Region 4 ESC. 6) Entire Agreement (Parol evidence). The Contract, as specified above, represents the final written expression of agreement. All agreements are contained herein and no other agreements or representations that materially alter it are acceptable. 7) Assignment of Contract. No assignment of Contract may be made without the prior written approval of Region 4 ESC. Contractor is required to notify Region 4 ESC when any material change in operations is made (i.e., bankruptcy, change of ownership, merger, etc.). 8) Novation. If Contractor sells or transfers all assets or the entire portion of the assets used to perform this Contract, a successor in interest must guarantee to perform all obligations under this Contract. Region 4 ESC reserves the right to accept or reject any new party. A change of name agreement will not change the contractual obligations of Contractor. 9) Contract Alterations. No alterations to the terms of this Contract shall be valid or binding unless authorized and signed by Region 4 ESC. 10) Adding Authorized Distributors/Dealers. Contractor is prohibited from authorizing additional distributors or dealers, other than those identified at the time of submitting their proposal, to sell under the Contract without notification and prior written approval from Region 4 ESC. Contractor must notify Region 4 ESC each time it wishes to add an authorized distributor or dealer. Purchase orders and payment can only be made to the Contractor unless otherwise approved by Region 4 ESC. Pricing provided to members by added distributors or dealers must also be less than or equal to the Contractor’s pricing. 11) TERMINATION OF CONTRACT a) Cancellation for Non-Performance or Contractor Deficiency. Region 4 ESC may terminate the Contract if purchase volume is determined to be low volume in any 12-month period. Region 4 ESC reserves the right to cancel the whole or any part of this Contract due to failure by Contractor to carry out any obligation, term or condition of the contract. Region 4 ESC may issue a written deficiency notice to Contractor for acting or failing to act in any of the following: i. Providing material that does not meet the specifications of the Contract; ii. Providing work or material was not awarded under the Contract; iii. Failing to adequately perform the services set forth in the scope of work and specifications; iv. Failing to complete required work or furnish required materials within a reasonable amount of time; v. Failing to make progress in performance of the Contract or giving Region 4 ESC reason to believe Contractor will not or cannot perform the requirements of the Contract; or vi. Performing work or providing services under the Contract prior to receiving an authorized purchase order. Upon receipt of a written deficiency notice, Contractor shall have ten (10) days to provide a satisfactory response to Region 4 ESC. Failure to adequately address all issues of concern may result in Contract cancellation. Upon cancellation under this paragraph, all goods, materials, work, documents, data and reports prepared by Contractor under the Contract shall immediately become the property of Region 4 ESC. b) Termination for Cause. Conditions of cancellation are addressed in the General Terms and Conditions set forth by Region 4 ESC in the section titled “NON-PERFORMANCE /TERMINATION OF CONTRACT”. c) Delivery/Service Failures. Failure to deliver goods or services within the time specified, or within a reasonable time period as interpreted by the purchasing agent or failure to make replacements or corrections of rejected articles/services when so requested shall constitute grounds for the Contract to be terminated. In the event Region 4 ESC must purchase in an open market, Contractor agrees to reimburse Region 4 ESC, within a reasonable time period, for all expenses incurred. d) Force Majeure. Conditions of Force Majeure are addressed in the General Terms and Conditions set forth by Region 4 ESC in the section titled “FORCE MAJEURE”. e) Standard Cancellation for Convenience. Region 4 ESC may cancel this Contract in whole or in part for convenience and without cause by providing written notice. Such cancellation will take effect 30 calendar days after Region 4 sends the notice of cancellation. After the 30th calendar day all work will cease following completion of final purchase order, provided that when Region 4 may in its sole discretion direct Contractor to cease performance of the contract at any time during the 30-day notice period, in which case Contractor shall discontinue any further charges to Region 4. 12) Licenses. Maintenance of licenses are addressed in the General Terms and Conditions set forth by Region 4 ESC in the section titled “LICENSES AND PERMITS; PERFORMANCE”. 13) Survival Clause. Conditions of survival are addressed in the General Terms and Conditions set forth by Region 4 ESC in the section titled “SURVIVAL”. 14) Delivery. Conforming products shall be shipped within 7 days of receipt of Purchase Order. If delivery is not or cannot be made within this time period, the Contractor must receive authorization for the delayed delivery. The order may be canceled by Region 4 if the estimated shipping time is not acceptable. All deliveries shall be freight prepaid, F.O.B. Destination and shall be included in all pricing offered unless otherwise clearly stated in writing. 15) Inspection & Acceptance. If defective or incorrect material is delivered, Region 4 ESC may make the determination to return the material to the Contractor at no cost to Region 4 ESC. The Contractor agrees to pay all shipping costs for the return shipment. Contractor shall be responsible for arranging the return of the defective or incorrect material. 16) Payments. Payment shall be made after satisfactory performance, in accordance with all provisions thereof, and upon receipt of a properly completed invoice. 17) Price Adjustments. Proposal prices must remain firm for at least one (1) calendar year from the proposal opening date, unless a deviation from this standard and purpose for the deviation is noted in the Vendor’s response. Such deviations are subject to Region 4 ESC approval. Price increases requested during the term of the contract may be granted at the sole discretion of Region 4 ESC. Should it become necessary or proper during the term of this Contract to make any change in design or any alterations that will increase price, Region 4 ESC must be notified immediately. Price increases must be approved by Region 4 ESC and no payment for additional materials or services, beyond the amount stipulated in the Contract shall be paid without prior approval. All price increases must be supported by manufacturer documentation, or a formal cost justification letter. Contractor must honor previous prices for thirty (30) days after approval and written notification from Region 4 ESC. It is the Contractor’s responsibility to keep all pricing up to date and on file with Region 4 ESC. All price changes must be provided to Region 4 ESC, using the same format as was provided and accepted in the Contractor’s proposal. Price reductions may be offered at any time during Contract. Special, time-limited reductions are permissible under the following conditions: 1) reduction is available to all users equally; 2) reduction is for a specific period, normally not less than thirty (30) days; and 3) original price is not exceeded after the time-limit. Contractor shall offer Region 4 ESC any published price reduction during the Contract term. 18) Audit Rights. Audit rights are addressed in the General Terms and Conditions set forth by Region 4 ESC in the section titled “RIGHT TO AUDIT”. 19) Discontinued Products. If a product or model is discontinued by the manufacturer, Contractor may substitute a new product or model if the replacement product meets or exceeds the specifications and performance of the discontinued model and if the discount is the same or greater than the discontinued model. 20) New Products/Services. New products and/or services that meet the scope of work may be added to the Contract. Pricing shall be equivalent to the percentage discount for other products. Contractor may replace or add product lines if the line is replacing or supplementing products, is equal or superior to the original products, is discounted similarly or greater than the original discount, and if the products meet the requirements of the Contract. No products and/or services may be added to avoid competitive procurement requirements. Region 4 ESC may require additions to be submitted with documentation from Members demonstrating an interest in, or a potential requirement for, the new product or service. Region 4 ESC may reject any additions without cause. 21) Options. Optional equipment for products under Contract may be added to the Contract at the time they become available under the following conditions: 1) the option is priced at a discount similar to other options; 2) the option is an enhancement to the unit that improves performance or reliability. 22) Warranty Conditions. All supplies, equipment and services shall include manufacturer's minimum standard warranty and one (1) year labor warranty unless otherwise agreed to in writing. Longer warranty periods and other specifications may be required if indicated herein or through supplemental terms by Region 4. 23) Site Cleanup. Contractor shall clean up and remove all debris and rubbish resulting from their work as required or directed. Upon completion of the work, the premises shall be left in good repair and an orderly, neat, clean, safe and unobstructed condition. 24) Site Preparation. Contractor shall not begin a project for which the site has not been prepared, unless Contractor does the preparation work at no cost, or until Region 4 ESC includes the cost of site preparation in a purchase order. Site preparation includes, but is not limited to moving furniture, installing wiring for networks or power, and similar pre-installation requirements. 25) Registered Sex Offender Restrictions. For work to be performed at schools, Contractor agrees no employee or employee of a subcontractor who has been adjudicated to be a registered sex offender will perform work at any time when students are or are reasonably expected to be present. Contractor agrees a violation of this condition shall be considered a material breach and may result in the cancellation of the purchase order at Region 4 ESC’s discretion. Contractor must identify any additional costs associated with compliance of this term. If no costs are specified, compliance with this term will be provided at no additional charge. This requirement is in addition to other provisions contained in this RFP related to criminal history information. 26) Safety measures. Contractor shall take all reasonable precautions for the safety of employees on the worksite and shall erect and properly maintain all necessary safeguards for protection of workers and the public. Contractor shall post warning signs against all hazards created by its operation and work in progress. Proper precautions shall be taken pursuant to state law and standard practices to protect workers, general public and existing structures from injury or damage. 27) Smoking. Persons working under the Contract shall adhere to local smoking policies. Smoking will only be permitted in posted areas or off premises. 28) Stored materials. Upon prior written agreement between the Contractor and Region 4 ESC, payment may be made for materials not incorporated in the work but delivered and suitably stored at the site or some other location, for installation at a later date. An inventory of the stored materials must be provided to Region 4 ESC prior to payment. Such materials must be stored and protected in a secure location and be insured for their full value by the Contractor against loss and damage. Contractor agrees to provide proof of coverage and additionally insured upon request. Additionally, if stored offsite, the materials must also be clearly identified as property of Region 4 ESC and be separated from other materials. Region 4 ESC must be allowed reasonable opportunity to inspect and take inventory of stored materials, on or offsite, as necessary. Until final acceptance by Region 4 ESC, it shall be the Contractor's responsibility to protect all materials and equipment. Contractor warrants and guarantees that title for all work, materials and equipment shall pass to Region 4 ESC upon final acceptance. 29) Funding Out Clause. A Contract for the acquisition, including lease, of real or personal property is a commitment of Region 4 ESC’s current revenue only. Region 4 ESC retains the right to terminate the Contract at the expiration of each budget period during the term of the Contract. 30) INDEMNITY. CONTRACTOR SHALL PROTECT, INDEMNIFY, AND HOLD HARMLESS BOTH REGION 4 ESC AND ITS ADMINISTRATORS, EMPLOYEES AND AGENTS AGAINST ALL CLAIMS, DAMAGES, LOSSES AND EXPENSES ARISING OUT OF OR RESULTING FROM THE ACTIONS OF THE CONTRACTOR, CONTRACTOR EMPLOYEES OR SUBCONTRACTORS IN THE PREPARATION OF THE SOLICITATION AND THE LATER EXECUTION OF THE CONTRACT. ANY LITIGATION INVOLVING EITHER REGION 4 ESC, ITS ADMINISTRATORS AND EMPLOYEES AND AGENTS WILL BE IN HARRIS COUNTY, TEXAS. 31) Marketing. Contractor agrees to allow Region 4 ESC to use their name and logo within website, marketing materials and advertisement. Any use of Region 4 ESC name and logo or any form of publicity, inclusive of press releases, regarding this Contract by Contractor must have prior approval from Region 4 ESC. 32) Certificates of Insurance. Should the original or addended proposal solicitation identify insurance is required to perform a work, certificates of insurance shall be delivered to the Region 4 ESC prior to commencement of work. The Contractor shall give Region 4 ESC a minimum of ten (10) days’ notice prior to any modifications or cancellation of policies. The Contractor shall require all subcontractors performing any work to maintain coverage as specified. 33) Legal Obligations. It is Contractor’s responsibility to be aware of and comply with all local, state, and federal laws governing the sale of products/services and shall comply with all laws while fulfilling the Contract. Applicable laws and regulation must be followed even if not specifically identified herein. REGION 4 EDUCATION SERVICE CENTER STANDARD TERMS AND CONDITIONS FOR PROCUREMENT SOLICITATIONS These Standard Terms and Conditions for Procurement Solicitations (“Terms and Conditions” or “General Terms and Conditions”); the terms and conditions specified in REGION 4 EDUCATION SERVICE CENTER’S Contract with VENDOR; any Purchase Order (or other similar document agreed to in writing by Region 4); the procurement solicitation and any addenda, exhibits or forms to same (“RFP”) (if any); the REGION 4 ESC Electronic Bid Certifications; and the portions of VENDOR’S proposal submitted in response to the RFP, including any best and final offers, that were accepted by REGION 4 ESC represent the basis for VENDOR to deliver the required goods and/or services. In the event of a conflict or inconsistency between or among the documents that form the entire agreement, the following order of precedence shall control: (1) the Contract; (2) any Purchase Order (or other similar document agreed to in writing by Region 4); (3) these Terms and Conditions; (4) the RFP and any Addenda; (5) Region 4’s Electronic Bid Certifications; (6) VENDOR’s Best and Final Offer, as accepted by Region 4; and (7) the portions of VENDOR’S proposal submitted in response to the RFP that were accepted by REGION 4 ESC. The Contract supersedes all prior offers, negotiations, exceptions, and understandings, whether oral or in writing. GENERAL TERMS AND CONDITIONS 1 PROPOSAL PREPARATION .1 Contract for Purchase The Contract(sometimes referred to as “Contract” or “Agreement”) constitutes a binding contract between REGION 4 Educational Service CENTER (“REGION 4 ESC”, “REGION 4” or “CENTER”) and the VENDOR (“VENDOR”), having submitted a proposal in response to a procurement solicitation issued by REGION 4 ESC and whose proposal has been accepted and awarded by REGION 4 ESC, to furnish the goods and/or services specified on the face of the Agreement. This Agreement shall govern each purchase by REGION 4 ESC from VENDOR and is part of the terms and conditions of any purchase order or other similar document agreed to in writing by Region 4 issued in connection with this solicitation. NOTWITHSTANDING ANYTHING TO THE CONTRARY IN ANY VENDOR FORM, PROPOSAL AND/OR OTHER DOCUMENTATION, THE TERMS AND CONDITIONS OF THE AGREEMENT AS INTEGRATED HEREIN SHALL BE CONTROLLING IN ALL INSTANCES. No pre-published terms on VENDOR’S order acknowledgments, invoices, or other forms shall have any force or effect. Acceptance of the VENDOR’S goods and/or services does not equal acceptance of any of the terms and conditions or other contractual provisions which may be stated in the VENDOR’S forms, proposals, and/or other documentation, except as specifically provided herein. Notwithstanding anything to the contrary contained in these Terms and Conditions, upon the CENTER’S acceptance of a proposal, the VENDOR and the CENTER will have entered a binding contract. A solicitation/proposal does not become a contract unless and until it is accepted in writing by REGION 4 ESC after all necessary approvals, including any required approval by the REGION 4 ESC Board of Directors. The Agreement is enforceable from the time of the CENTER’S acceptance, without regard to the time of notification to the VENDOR of such acceptance. .2 Waiver of Preparation Costs and Claims By submitting a proposal, Offeror expressly agrees to waive any claim it has or may have against REGION 4 ESC, its directors, officers, its trustees, or agents arising out of or in connection with (1) the receipt, handling, administration, evaluation, recommendation of any proposal; (2) any requirements under the solicitation, proposal package, or related documents; (3) the rejection of any proposal or any part of any proposal; and/or (4) the award of a Contract, if any. STANDARD TERMS AND CONDITIONS FOR PROCUREMENT SOLICITATIONS PAGE 2 OF 24 REGION 4 ESC shall not be responsible or liable for any costs incurred by Offerors or the successful Offeror in connection with responding to the RFP, preparing for oral presentations, preparing and submitting a proposal, entering or negotiating the terms of a Contract, or any other expenses incurred by an Offeror. The Offeror is wholly responsible for any such costs and expenses and shall not be reimbursed in any manner by REGION 4 ESC. .3 Confidentiality Trade secrets and confidential information in the proposals must be clearly identified. If a VENDOR believes that a proposal is, or parts of a proposal are confidential, then the business organization must specify. The VENDOR must stamp in bold letters or watermark the term “CONFIDENTIAL” on that part of the proposal that the bidder believes to be confidential. The successful proposal may be considered public information even though parts are marked confidential. Copyrighted proposals are unacceptable and will be disqualified as unresponsive. .4 Preparation Guidance A representative of the proposing entity authorized to enter into contracts on behalf of the proposing entity must manually sign proposals in ink or electronically, as applicable. The person signing the proposal must indicate their title along with their signature. Proposals received without proper signatures will not be considered. At times, more readily editable versions of documents will be provided where necessary to facilitate the ease of providing information back to the CENTER for all VENDORS. ALL DOCUMENTS SET FORTH IN THIS PROPOSAL SOLICITATION SHALL REIGN OVER ALTERED VERSIONS PROVIDED BY THE PROPOSER UNLESS SUCH DEVIATIONS OR MODIFICATIONS ARE DOCUMENTED AND SWORN TO ON THE PRESCRIBED AND PROVIDED DEVIATION/COMPLIANCE/ACKNOWLEDGEMENT FORM INCLUDED IN THE PROPOSAL REQUEST AND ACCEPTED IN WRITING BY REGION 4. VENDORS or their authorized representatives are expected to fully inform themselves of the terms, conditions, requirements, and specifications of this invitation before submitting proposals. Failure to do so will be at the VENDOR’s own risk. The law makes no allowance for errors of omission or commission on the part of the proposal companies; furthermore, the VENDOR cannot secure relief on the plea of error or ignorance concerning any requirement included in the proposal invitation. If a pre-proposal meeting is held, that information will be indicated on page one (1) of the Notice to Propose or indicated explicitly in the electronic bidding portal. VENDORS are welcome to attend the proposal opening via Zoom at the date and time indicated in this proposal solicitation; however, VENDOR presence is not required, and no weight or other consideration toward any award decision will be given to any VENDOR s’ attendance or absence at the proposal opening. The form and content of the proposal recaps will be at the sole discretion of the management and staff of REGION 4. Proposals shall be submitted only on the forms provided by REGION 4. Deviations from the General Conditions and Specifications shall be conspicuously noted in writing by VENDOR and included in the proposal. Small and Minority Firms, Women's Business Enterprises, and Labor Surplus Area firms are especially invited to submit proposals. 2 STATEMENT OF INCLUSION/APPLICABILITY These General Terms and Conditions apply to all proposal invitations issued by REGION 4. By this inclusion, they become an integral part of any contract awarded or purchase order issued in association with this proposal invitation. STANDARD TERMS AND CONDITIONS FOR PROCUREMENT SOLICITATIONS PAGE 3 OF 24 3 GENERAL TERMINOLOGY Throughout this document, the terms “Member," "Participating Member," etc., are used interchangeably to mean "the collective, cooperative association and the related activities of the management and staff of REGION 4 and any one or all of its participating school entity or other cooperative members and their management and staff." The section titles contained in these Terms and Conditions document are for convenience and reference only and in no way define, describe, extend, or limit the scope or intent of the provisions of any section of this document. No number listing of factors, or organization of subject matter or criteria in this document constitutes an order of preference, precedence, or importance unless specifically stated to the contrary. 4 CONTRACT PERIOD The term length for any contract resulting from any award under this proposal is stated in the Contract, RFP, Purchase Order or other Contract document, as applicable. Unless otherwise indicated in these Terms and Conditions, all proposal pricing will be firm throughout the Contract period. 5 ADDENDUMS REGION 4 reserves the right to revise and amend the specifications before the date set for the bid opening. It is the responsibility of each VENDOR, before submitting their proposal, to review https://region4esc.ionwave.net to determine if any addendums have been issued. If any changes to this proposal invitation occur after the original proposal invitation, the changes or corrections to this invitation will be made by addendum, and any updated information contained in any addendum will prevail over the information contained in the original proposal invitation or any previous addendum. Each addendum will be sent to all entities that have received a copy of this proposal invitation. REGION 4 or their appointed representative is the sole authority for issuing any addendum related to this proposal. Any communications from any person or entity other than REGION 4 regarding any matters related to this proposal are invalid and will not influence this proposal invitation. Each addendum must be acknowledged and signed by the VENDOR. The addendum acknowledgment form must be submitted along with the proposal submission before the bid opening date and time indicated the proposal solicitation. 6 CHANGES AND AMENDMENTS This Agreement may be changed or amended only by the mutual agreement of the parties, in writing to be attached to and incorporated in this Agreement. No such changes or amendments shall have any effect unless and until a written amendment to this Agreement is executed by REGION 4 ESC’s Executive Director (or designee) after any necessary approvals have been obtained from the REGION 4 ESC Board of Directors. STANDARD TERMS AND CONDITIONS FOR PROCUREMENT SOLICITATIONS PAGE 4 OF 24 7 REQUESTS FOR EXPLANATION/INTERPRETATION Any explanation desired by a prospective VENDOR regarding the meaning or interpretation of any part of the proposal documents must be requested in writing to the REGION 4 ESC Procurement Contract Specialist identified in this solicitation at least five (5) REGION 4 ESC business days prior to the date set to receive proposals, in order to allow a response to reach all prospective VENDORS s before the submission of their proposals. Any REGION 4 ESC response, interpretation, correction, approval, supplemental instruction or change to the proposal documents will be made in the form of a written addendum and will be posted at the location where the original bid solicitation was accessed. Sole authority for issuing addenda shall be vested in the REGION 4 ESC Procurement Department. All interpretations and/or clarifications considered necessary by and approved by the CENTER in response to a prospective VENDOR’S written request will be issued by such addenda; verbal requests for clarification or additional information will not be addressed. Receipt of any addenda issued by the CENTER shall be acknowledged by all prospective VENDORS s with their proposal submissions. The CENTER reserves the right to reject any proposal due to its failure to incorporate addenda, and the CENTER further reserves the rights: to waive any and/or all formalities, irregularities, and/or technicalities; to be the sole judge of quality and suitability; and to accept any proposal and/or to reject any or all proposals or part(s) of a proposal, without reason or cause. The issuance of the procurement solicitation in no way obligates REGION 4 ESC to award, enter into an agreement, or purchase any goods and/or services. 8 SPECIFICATIONS Specifications have been developed by REGION 4 and are intended to give information on the type and kind of service requested. Catalog numbers, brand names, or manufacturer's product or reference numbers used in the item specifications are intended to be descriptive, not restrictive. These references, as well as "approved brands" listed, are intended to identify and indicate the type of product being sought and establish the level of quality desired. If any conflict exists in the item s VENDOR specifications between the product descriptions and any brand names, models, or reference numbers used, the product descriptions will override the brand names or model number references. Most proposals on brands of equivalent nature and quality will be considered, provided a reputable manufacturer regularly produces them. However, in some cases, REGION 4 may find it advantageous to standardize equipment and supplies by the manufacturer to achieve efficiencies in procurement, repair, and operation, match existing stock, or satisfy other requirements. In these cases, the specific products identified as "approved brands" will be preferred, especially if all other evaluation factors are equal. For this reason, where particular brands or models are identified, the VENDOR should propose the specified item and an alternate brand or model where desired. The apparent silence of the specifications as to any detail or the evident omission from any specification of a detailed description concerning any point shall be regarded as meaning that only the best commercial practices shall prevail. All interpretations of the specifications shall be made based on this statement. If you discover or suspect an error in the item specifications in this proposal invitation, please note it as part of your response. We will attempt to correct errors for future proposal invitations. STANDARD TERMS AND CONDITIONS FOR PROCUREMENT SOLICITATIONS PAGE 5 OF 24 9 CONTRACTOR’S RESPONSIBILITY Before submitting a proposal, VENDORS shall carefully examine the specifications and related documents, visit the site(s) of the work and fully inform themselves as to all existing conditions and limitations, and shall include in the proposal a sum to cover the cost of all items included in the contract. The VENDOR, if awarded the contract, shall be allowed no extra compensation by reason of any matter or thing which the VENDOR might have or should have fully informed himself prior to the deadline. The submission of a bid indicates that the contractor has visited the site(s), familiarized themselves with the local conditions under which the work is to be performed, and correlated their observations with the requirements of the contract documents. Supervise and direct the work and be solely responsible for all methods, techniques, procedures, and coordination of the work under this contract. Initiate, maintain, and supervise safety precautions in connection with the work. The contractor shall obtain approval from the Facility Director for the location of equipment, supplies, and access during the work. Take all precautions necessary for the safety of and provide protection to prevent damage, injury, or loss to: • All employees on the premises and all other people who may be affected thereby. • All the work and all materials to be incorporated therein, whether in storage on or off the site. • All property at and adjacent to the sites, including trees, shrubs, lawns, walks, pavements, roadways, structures, and utilities. All property damaged due to work operations shall be restored by the contractor to its original condition at no charge. • Please comply with all applicable laws, ordinances, rules, regulations, and orders of all public authorities having jurisdiction for the safety of persons and property to protect them from damage, injury, and loss. • Secure all necessary licenses and permits required to perform the work. • All work shall take place in accordance with the contract documents, be completed in all parts, and be in accordance with approved practices and customs. 10 SUBCONTRACTORS The VENDOR shall not subcontract services provided in this solicitation without prior written approval by REGION 4 ESC. If the CENTER gives written permission for VENDOR to use subcontractor(s) in the performance of any part of this Agreement, VENDOR shall ensure that each subcontractor complies with all provisions of this Agreement and shall be fully responsible to REGION 4 ESC for all acts and omissions of the subcontractors, just as VENDOR is responsible for VENDOR’S own acts and omissions. VENDOR shall require each subcontractor to maintain and to furnish VENDOR with satisfactory evidence of Workers Compensation, Employer’s Liability, and such other forms and amounts of insurance which VENDOR deems reasonably adequate. VENDOR shall remain liable for the acts and omissions of such subcontractor(s) and the proper performance and delivery of all goods and services under this Agreement. Nothing in this Agreement shall create for the benefit of any such subcontractor any contractual relationship between REGION 4 ESC and any such subcontractor, nor shall it create any obligation on the part of REGION 4 ESC to pay or to see to the payment of any moneys due any such subcontractor except as may otherwise be required by law. 11 INSURANCE REQUIREMENTS VENDOR shall comply with all of the CENTER’S insurance requirements. VENDOR shall carry and maintain in full force and effect, for the duration of this Agreement, the following insurance coverages, in the amount(s) set out in the sub-sections that follow and with responsible insurer(s) (rated A or better by A.M. Best) acceptable to the CENTER: Workers’ Compensation; Employers’ Liability; Commercial General Liability; Automobile Liability; and Umbrella Liability. VENDOR’S insurance coverage shall be in accordance with the following requirements: STANDARD TERMS AND CONDITIONS FOR PROCUREMENT SOLICITATIONS PAGE 6 OF 24 .1 REGION 4 ESC shall be designated as an Additional Insured on the Commercial General Liability, Automobile Liability, and Umbrella Liability policies. In addition, REGION 4 ESC shall be named as an alternate employer on the workers’ compensation policy. .2 VENDOR shall cause the insurance policies to: provide that any losses will be payable notwithstanding any act or negligence of the CENTER or any other person; provide that the insurer will have no right of subrogation against REGION 4 ESC; and be reasonably satisfactory to the CENTER in all other respects. .3 All of VENDOR’S insurance coverage shall be primary and non-contributory. .4 All insurance policies required under this Agreement shall contain a provision that at least thirty (30) days’ prior written notice shall be given to REGION 4 ESC in advance of the effective dates of any cancellation, reduction, modification, termination, material change, or non-renewal of such insurance policies. .5 VENDOR shall maintain insurance coverage in the amounts specified by the CENTER. The VENDOR shall not commence any portion of the work under this Agreement until all the insurance required herein and certificates of such insurance have been filed with and approved in writing by REGION 4 ESC. .6 There shall be a hold harmless agreement in which the VENDOR assumes liability on the Agreement and holds REGION 4 ESC harmless. .7 The VENDOR shall purchase and maintain in force the following types and amounts of insurance for the performance of all of its obligations under this Agreement and provide REGION 4 ESC with a certificate(s) of insurance as evidence. Certificates of Insurance on the current ACORD form shall be issued to the CENTER prior to the start of work showing all required insurance coverage. Copies of such insurance documents shall be part of the Agreement documents, and the VENDOR shall maintain such in force throughout the term of its Agreement with the CENTER. .8 Casualty Insurance and Securities-Minimum Requirements: a. Successful VENDOR must maintain workers’ compensation coverage for employees as required by all applicable Federal, State, Maritime, and local laws, as well as Employer’s Liability with required statutory limits per accident. b. Comprehensive-General Liability Insurance (Occurrence basis only - Bodily Injury and Property Damage): Each Occurrence - $1,000,000; Aggregate - $2,000,000 c. Comprehensive Automobile Liability Insurance- Business (Commercial) Automobile Liability Insurance*: Bodily Injury and Property Damage covering all owned, non-owned and hired vehicles: d. Bodily Injury and Property Damage Combined Single Limit: $1,000,000 e. Umbrella Liability Insurance (Excess): $1,000,000 No deletions/exclusions from standard coverage form shall be allowed without the prior written consent of REGION 4 ESC’s CHIEF FINANCIAL OFFICER, or designee. The VENDOR shall have ten (10) REGION 4 ESC business days from the date of the award of the Agreement to furnish the REGION 4 ESC Procurement Department the required insurance certificates. No work shall commence until a copy of VENDOR’S current insurance certificate(s) is/are received at and approved in writing by the REGION 4 ESC Procurement Department, 7145 West Tidwell Road, Houston, Texas 77092. When insurance is required, the above limits are the minimum required by REGION 4 ESC. REGION 4 ESC reserves the right to require additional coverages and/or higher limits to be carried by VENDOR as specified in the procurement solicitation documentation, as deemed desirable by REGION 4 ESC, depending on the type of project. 12 PROPOSAL EVALUATIONS AND AWARDS All proposals received in response to this proposal invitation, which are submitted in accordance with the instructions and restrictions contained in the section entitled "Proposal Preparation," will initially be considered for award; however, initial consideration of any proposal will not constitute an assessment of its meeting the necessary qualifications, and any proposal may be disqualified at any time during the process of evaluating proposals for failure to meet any other terms or conditions contained anywhere else in the proposal invitation. STANDARD TERMS AND CONDITIONS FOR PROCUREMENT SOLICITATIONS PAGE 7 OF 24 REGION 4 reserves the right to waive any or all proposing irregularities, formalities, or other technicalities, to be the sole and independent judge of quality and suitability of any products offered, and may accept or reject any proposal in its entirety, or may reject any part of any proposal without affecting the remainder of that proposal, and may award the individual items on this proposal in any combination or in any way to best serve the interests of its Members as it perceives those interests to be in its sole discretion. REGION 4 reserves the right to award contracts to multiple VENDORS. The fact that REGION 4 may make multiple awards should be taken into consideration when responding to this proposal. This is a non-exclusive contract; REGION 4 reserves the right to obtain goods and services from another source as the CENTER deems most advantageous. REGION 4 ESC does not purchase on the basis of low prices alone. REGION 4 ESC represents that it has considered each of the criteria in Texas Education Code § 44.031(b), thereby fulfilling Section 44.031(b)’s requirement that it “shall consider” the criteria listed in 44.031(b); in accordance with Module 5 of the TEA FASRG and applicable federal laws,1 REGION 4 ESC has determined which criteria should be considered most important and has assigned weights/points to each criterion based on its importance as outlined in the procurement solicitation. In considering a contract for award, the CENTER may evaluate aspects of the following, as permitted by applicable law: • Purchase price; • the reputation of the VENDOR and of the VENDOR’S goods or services; • the quality of the VENDOR’S goods or services; • the extent to which the goods or services meet the CENTER’S needs; • the VENDOR’S past relationship with the CENTER; • the impact on the ability of the CENTER to comply with laws and rules relating to historically underutilized businesses; • the total long-term cost to the CENTER to acquire the VENDOR’S goods or services; • for a contract for goods and services, other than goods and services related to telecommunications and information services, building construction and maintenance, or instructional materials, whether the VENDOR or the VENDOR’S ultimate parent company or majority owner: o has its principal place of business in this state; or o employs at least 500 persons in this state; and • any other relevant factor specifically listed in the request for bids or proposals. The CENTER may choose to contract with a single or multiple VENDORS as necessary to obtain the contract mix that is most advantageous. It may be necessary for REGION 4 ESC to establish a competitive range of acceptable responses as part of the evaluation process, or to establish weights for criteria. Such additions, subtractions, or changes to evaluation criteria would be declared elsewhere in the proposal and would supersede this section. If a competitive range is established, responses failing to score in the competitive range may not receive further award consideration. It is understood that REGION 4, through its management and its Members, may use all means at their collective disposal to evaluate the proposals received on these criteria and the final decision as to the best overall offer, both as to price and to the suitability of the products and services offered to fit the needs of the members of REGION 4, will rest solely with the Board of Directors of REGION 4. The successful VENDOR(s) will be notified by "Notice(s) of Award" issued by the management of REGION 4. 1 As a general rule, ESCs and LEAs may not apply geographic preferences for procurements involving federal funds. See 2 C.F.R. § 200.319. STANDARD TERMS AND CONDITIONS FOR PROCUREMENT SOLICITATIONS PAGE 8 OF 24 13 QUANTITIES Quantities reflected in this proposal invitation are estimates based upon the projected needs for REGION 4 during the contract period. Quantities are the best estimate of anticipated needs available at the time of publication of this proposal invitation, but the accuracy of these estimated quantities may be affected by numerous factors including, but not limited to, budgetary adjustments, changing market forces, unintentional errors or omissions, and new construction. Actual needs may be greater or less than the estimated quantities provided. REGION 4 reserves the right to increase or decrease the order at the same unit price or decrease quantities as funding and needs vary throughout the contract term. VENDORS at the close of the contract period agree not to hold REGION 4 liable for any inaccuracies in estimated quantities. 14 PRICING/ESCALATION/DE-ESCALATION The request for proposal process provides for full competition among proposals and allows for negotiation with the supplier(s) to obtain the best product and service at the best price. Under requests for proposals, changes in the nature of a proposal and in prices may be negotiated after proposals are opened. REGION 4 will evaluate proposals and select the VENDOR offering the most advantageous proposal. Since proposal pricing can be negotiated and is subject to change, no pricing information will be revealed at the public opening. All participating VENDORS will be given the same opportunity if negotiations are started unless otherwise directed by law. The REGION 4 evaluation committee will be the only deciding body in making the decision to negotiate or not to negotiate. Proposal prices must remain firm for at least one (1) calendar year from the proposal opening date, unless a deviation from this standard and purpose for the deviation is noted in the Vendor’s response. Such deviations are subject to Region 4 ESC approval. Price increases requested during the term of the contract may be granted at the sole discretion of Region 4 ESC. No escalation of cost changes in contracted prices or increased rates will be added during the contract period. Exceptions will be considered at Region 4’s discretion if there are state-mandated increases that will affect all applicable VENDORS equally. The awarded VENDOR agrees not to sell the same product or service at a lower cost to another customer without offering the same pricing discount to REGION 4. In the event that a lower price is provided through any other RFP in the state, REGION 4 will receive that lower price as well. New technology and products that meet the scope of work may be added to the existing contract. Pricing shall be equivalent to the percentage discount of other products offered. VENDOR may replace or add product lines to an existing contract if the line is replacing or supplementing products on contract, is superior to the original products offered, is discounted in a similar or to a greater degree, and if the products meet the requirements of the original solicitation. No products may be added to avoid competitive procurement procedures. REGION 4 may reject any additions without cause. If there is a discrepancy between the unit cost and the total price, the unit cost will stand as the proposal price. The unit cost will be considered the price by weight or the cost whichever is applicable. The unit cost will only be the case price if the package quantity throughout the industry is standardized. STANDARD TERMS AND CONDITIONS FOR PROCUREMENT SOLICITATIONS PAGE 9 OF 24 15 TAX REGION 4 and Participating Members are public jurisdictions that are exempt from sales, excise, and use taxes. REGION 4 and Participating Members, upon individual requests, will provide tax exemption certificates for the VENDOR. Unless otherwise specified in this proposal invitation, sales tax will only be included in any proposal response or invoice submitted by any VENDOR if the VENDOR has requested a tax exemption certificate from the CENTER in writing and failed to receive the same within a reasonable period of time. The limited sales, excise, and use tax laws recognize the inclusion of tax exemption information as part of a purchase order document to be as binding as if it had been submitted separately, and by responding to this proposal invitation, the VENDOR agrees to accept tax exemption information in such form. 16 WITHDRAWALS OR MODIFICATION OF PROPOSAL Subject to the restrictions discussed below, REGION 4 will consider a written request from any VENDOR that the VENDOR be allowed to withdraw any proposal submitted, but only in its entirety, and only until the due date and time for proposal submission as stated in the request for proposal included with this proposal invitation. A representative of the proposing entity who is authorized to enter into contracts on behalf of the proposing entity must manually sign any request for the withdrawal of any proposal in ink, and the person signing the request must indicate their title along with their signature. No proposal may be withdrawn after the date and time that proposals are due as specified in the RFP. Only proposals that have been submitted consistent with the instructions relating to packaging and labeling of the proposal will be considered for withdrawal. If there is any question in the mind of the management or staff of REGION 4 regarding the identity of the proposal or the identity of the VENDOR relating to any request for the withdrawal of any proposal, REGION 4 will refuse to allow the withdrawal of the proposal. Withdrawal of any proposal allowed by REGION 4 will require the completion and signature of a written receipt by the VENDOR’s representative satisfactory to the management or staff of REGION 4 before the proposal is released. The decision of the management or staff of REGION 4 relating to any matters concerning proposal withdrawal will be final. If a VENDOR requests to withdraw a proposal and REGION 4 allows the withdrawal of the proposal, the VENDOR may resubmit the proposal, or submit a new proposal, up until the due date and time for proposal submission as stated in the RFP included with this proposal invitation, provided any new submission meets all the qualifications of proposal submission included in these General Terms and Conditions. If a VENDOR resubmits a proposal that was withdrawn and makes changes to any document in the proposal package, an authorized agent of the proposing entity must indicate alterations made to any proposal document. All proposals in the possession of REGION 4 at the time proposals are due shall be deemed final, conclusive, and irrevocable, and no proposal shall be subject to withdrawal, amendment, or correction after the due date and time for proposal submission as stated in the RFP included with this proposal invitation. 17 DEVIATIONS FROM SPECIFICATIONS OR TERMS/CONDITIONS Any and all limitations, exceptions, qualifications, special conditions, or deviations from these General Terms and Conditions or any of the item specifications, including the offering of any alternate to the "approved brand and/or model" (where identified) must be clearly noted in detail by the VENDOR at the time of submission of the proposal. The absence of such limitations, exceptions, qualifications, special conditions, or deviations being submitted in writing with the VENDOR’S response will hold the VENDOR accountable to REGION 4 and its Members to perform in strict accordance with all these General Terms and Conditions and all the item specifications as written, including any "approved brands and/or models" identified. The VENDOR should be aware that the submission of any such limitations, exceptions, qualifications, special conditions, or deviations with the proposal response may place the VENDOR at a competitive disadvantage or otherwise prevent REGION 4 from considering the proposal on the affected item(s). STANDARD TERMS AND CONDITIONS FOR PROCUREMENT SOLICITATIONS PAGE 10 OF 24 Any deviation from any of the item specifications, including the delivery of any product other than the specific brand and model of the product awarded, will be grounds for rejection of the product(s) when delivered, and will expose the VENDOR to the remedies identified in the section entitled "Non-Performance/Termination of Contract" and may jeopardize future business from the CENTER. 18 CONTRACTS AND PURCHASE ORDERS A response to this proposal invitation is an offer to contract with REGION 4 and its Members based on the item specifications and the General Terms and Conditions contained in the proposal invitation. Proposals do not become contracts until they are accepted by REGION 4 through an award notice to the VENDOR and put into effect by the issuance of a purchase order(s) signed by an authorized representative of REGION 4. Purchase orders will be delivered by facsimile, emailed or mailed to the VENDOR. All deliveries and financial transactions will occur directly between the VENDOR and REGION 4. All contracts and agreements between vendors and REGION 4 shall strictly adhere to the statutes as set forth in the Uniform Commercial Code as last amended. 19 NON-PERFORMANCE/TERMINATION OF CONTRACT Termination of this Agreement will take place under the following conditions: • Termination by REGION 4 ESC, if the VENDORS refuses or fails to comply, or proceeds in a manner that does not comply, with the Agreement, or otherwise breaches any provision of the Agreement, and fails to cure the default as set forth below. • Termination by REGION 4 ESC, if the VENDOR does not carry out the provisions of this Agreement in its true intent and meaning as specified in the scope of work and fails to cure the default as set forth below. • Termination by REGION 4 ESC, if the VENDOR does any of the following and fails to cure the default as set forth below: fails to make progress; fails to provide the goods or perform the services within the time period specified or any written extension thereof; breaches any provision of the Agreement , the procurement solicitation, and/or a purchase or work order; fails to make payment(s) owed; or defaults in whole or in part. • Termination by REGION 4 ESC, if the VENDOR charges increased rates that are not agreed to in advance or as specified herein. • Termination by REGION 4 ESC, if the VENDOR becomes insolvent, enters voluntary or involuntary bankruptcy or receivership proceedings, or makes an assignment for the benefit of creditors. • Termination by REGION 4 ESC, if the VENDOR is in violation of any federal, state, or local law. • Termination by REGION 4 ESC due to budgetary requirements, including, but not limited to, as set forth in the section of these terms and conditions entitled “Funding Out Clause.” • Termination by Region 4 for Convenience - Unless specifically stated otherwise in the procurement solicitation, this Agreement may be terminated for any reason, with or without cause, by Region 4 by giving thirty (30) business days' written notice to the VENDOR. Region 4 may further direct VENDOR to cease providing all products and services during the interim notice period prior to such termination, and upon receipt of such written notice from Region 4, VENDOR shall immediately discontinue same and Region 4 shall incur no additional charges from the time forward. In the event of a breach or default of the Agreement and/or the procurement solicitation by VENDOR, REGION 4 ESC reserves the right to enforce the performance of the Agreement and/or the procurement solicitation in any manner prescribed by law or deemed to be in the best interest of REGION 4 ESC. REGION 4 ESC’s right to require strict performance of any obligation in the Agreement will not be affected by any previous waiver, forbearance, or course of dealing. STANDARD TERMS AND CONDITIONS FOR PROCUREMENT SOLICITATIONS PAGE 11 OF 24 Upon VENDOR’S default of obligation to the Agreement, VENDOR will be served notice to provide satisfactory compliance to the Agreement without penalty. If the VENDOR neglects or refuses to follow such notice and fails to cure the default within ten (10) business days, REGION 4 ESC will have the right (without limiting any other rights or remedies that it may have in the Agreement or by law) to terminate the Agreement with five (5) calendar days’ prior written notice to VENDOR. REGION 4 ESC will then be relieved of all obligations, except to pay for VENDOR’S prior acceptable performance as set forth below. In the event of VENDOR’S default, REGION 4 ESC is expressly authorized to obtain the goods and/or services that would have been provided by VENDOR under this Agreement from an alternative source. VENDOR shall be held liable to REGION 4 ESC for all losses, costs, and/or expenses (including those exceeding the Agreement price) sustained by REGION 4 ESC as a result of VENDOR’S failure to conform to this Agreement, including, but not limited to, those losses, costs, and expenses that REGION 4 ESC incurs in completing or procuring the services and/or goods as provided for in the Agreement. In the event the Agreement is terminated, REGION 4 ESC reserves the right to award the Agreement to another VENDOR at its sole discretion, and/or to obtain comparable goods and/or services elsewhere and either deduct the costs of obtaining such services from any amount owed VENDOR or VENDOR shall reimburse the CENTER for such costs incurred by the CENTER. In the event of early termination, including for convenience, the CENTER will make payment only for goods and services rendered and accepted by the CENTER through the effective date of the Agreement’s termination, at a cost not exceeding the Agreement rate and subject to any claims, costs and expenses incurred by REGION 4 ESC as a result of VENDOR’S default. The CENTER will be responsible for payment for only those goods and services that have been accepted by the CENTER up to the termination date. The CENTER is entitled to a pro-rata refund for any goods and/or services for which the CENTER has paid but which have not yet been provided by VENDOR or accepted by the CENTER. In the event this Agreement is terminated because of a violation or breach of the Agreement’s terms by the VENDOR, the CENTER shall be entitled to all administrative, contractual, and legal remedies, including sanctions and penalties. VENDOR agrees that REGION 4 ESC shall not be liable for damages in the event that REGION 4 ESC declares VENDOR to be in default or breach of this Agreement and/or the procurement solicitation. VENDOR further agrees that upon termination of the Agreement for any reason, VENDOR shall, in good faith and with reasonable cooperation, aid in the transition to any new arrangement and/or VENDOR. 20 FORCE MAJEURE The parties to this Agreement may be excused from performance hereunder during the time and to the extent that they are prevented from performance due to an act of God, fire, strike or lockout, or other occurrences which are reasonably beyond such party’s control, when satisfactory evidence thereof is presented to the other party and provided that such non-performance is not due to the fault of the non-performing party. The parties to this Agreement are required to use due caution and preventive measures to protect against the effects of force majeure, and the burden of proving that a force majeure event has occurred shall rest on the party seeking relief under this provision. Neither party shall have any claim for damages against the other resulting from delays caused solely by force majeure. Notwithstanding any other provision of this Agreement, in the event the VENDOR’S performance of its obligations under this Agreement is delayed or stopped by a force majeure event, REGION 4 ESC shall have the option to terminate this Agreement. This section shall not be interpreted as to limit or otherwise modify any of REGION 4 ESC’s contractual, legal, or equitable rights. STANDARD TERMS AND CONDITIONS FOR PROCUREMENT SOLICITATIONS PAGE 12 OF 24 21 NON-COLLUSION CERTIFICATION By signing this proposal, the VENDOR certifies that, to the best of their knowledge: • Neither the VENDOR nor any business entity represented by the VENDOR has received compensation for participation in the preparation of the item specifications or the General Terms and Conditions related to this proposal invitation. • This proposal has been arrived at independently and is submitted without collusion with any other VENDOR, with any competitor or potential competitor, or with any other person or entity to obtain any information or gain any special treatment or favoritism that would in any way limit competition or give any VENDOR an unfair advantage over any other VENDOR with respect to this proposal. • The VENDOR has not accepted, offered, conferred, or agreed to confer, and will not in the future accept, offer, confer, or agree to confer, any benefit or anything of value to any person or entity related to REGION 4 or any of its Members in connection with any information or submission related to this proposal, any recommendation, decision, vote, or award related to this proposal, or the exercise of any influence or discretion concerning the sale, delivery, or performance of any product or service related to this proposal. • Neither the VENDOR, nor any business entity represented by the VENDOR, nor anyone acting for such business entity, has violated the Federal Antitrust Laws or the antitrust laws of this State with regard to this proposal, and this proposal has not been knowingly disclosed, and will not be knowingly disclosed to any other VENDOR, competitor, or potential competitor prior to the opening of proposals or proposals for this project. • No attempt has been or will be made to influence any other person or entity to submit or to not submit a bid or proposal response. • The person signing this bid proposal agrees to the accuracy regarding the statements contained in this document. 22 NO ASSIGNMENT Neither this Agreement nor any right, interest, duty, obligation, or responsibility of VENDOR to furnish the goods and/or services specified in this Agreement shall be subcontracted, assigned, transferred, mortgaged, pledged, or otherwise delegated, disposed of, or encumbered in any way by the VENDOR without the prior written acknowledgment and approval of REGION 4 ESC. Any attempted assignment of this Agreement by VENDOR shall be null and void. In the event REGION 4 ESC approves of any assignment, VENDOR shall have full responsibility for the completion and performance of all services and the delivery of all goods awarded to VENDOR pursuant to this Agreement. No purchase or work order made as a result of this Agreement may be transferred, assigned, subcontracted, mortgaged, pledged, or otherwise disposed of or encumbered in any way by VENDOR without the prior written approval of REGION 4 ESC. VENDOR is required to notify REGION 4 ESC when any material change in operations occurs, including but not limited to, changes in distribution rights for awarded products, bankruptcy, material changes in financial condition, change of ownership, and the like, within three (3) business days of such change. 23 CERTIFICATIONS REGARDING LEGAL AND ETHICAL MATTERS .1 VENDOR has read and understands all the General Terms and Conditions in this document, and agrees to be bound by them, and is authorized to submit proposals on behalf of their entity. .2 The VENDOR has noted any and all relationships that might be conflicts of interest and included such information with their proposal response. .3 The proposal submitted conforms to all item specifications, these General Terms and Conditions, and any other instructions, requirements, or schedules outlined or included in this proposal invitation. STANDARD TERMS AND CONDITIONS FOR PROCUREMENT SOLICITATIONS PAGE 13 OF 24 .4 If this proposal is accepted, in whole or in part, the proposing entity will furnish any item(s) awarded to them under this proposal invitation to REGION 4 at the price proposal, and in accordance with the item specifications and the terms and conditions contained in this proposal invitation. .5 The proposing entity has, or has the ability to obtain, such financial and other resources, including inventories, as may be required to fulfill all the responsibilities associated with this proposal. .6 The proposing entity has a high degree of integrity and business ethics, and a satisfactory record of performances, and has not been notified by any local, state, or federal agency with competent jurisdiction that its standing in any matters whatsoever would preclude it from participating in this proposal, it would in no other way whatsoever be disqualified to proposal or receive any award or contract related to this proposal, and the VENDOR will comply with any reasonable request from REGION 4 to supply any information sufficient to substantiate the proposing entity's ability to meet these minimum standards. .7 The VENDOR has not given, offered to give, nor intends to give at any time hereafter any economic opportunity, future employment, gift, loan, gratuity, special discount, trip, favor, or service to a public servant in connection with the submitted bid. .8 The VENDOR is not currently delinquent in the payment of any franchise tax owed to the State of Texas. .9 The proposing entity has identified and disclosed in this written proposal response any and all known or suspected matters that would disqualify it from participating in this proposal or receiving any award or contract related to this proposal, recognizing that the VENDORS failure to identify and disclose in this proposal response any such matters which do exist is a material breach of contract which will void the submitted proposal or any resulting contracts, and subject the proposing entity to be removed from all proposal lists, and possible criminal prosecution. .10 The proposing entity has obtained and will continue to maintain, during the entire term of this contract, all permits, approvals, or licenses necessary for the lawful performance of its obligations under this contract. .11 The prices, prompt payment discount terms, delivery terms, distribution allowances, and the quality and/or performance of the products and services offered in the proposal response are and will remain the same or better than those offered to the VENDOR's most favored customer under equivalent circumstances. .12 The proposing entity will comply with all laws relating to intellectual property, will not infringe on any third party's intellectual property rights, and will indemnify, defend, and hold REGION 4 and its Members harmless against any claims for infringement of any copyrights, patents, or other infringements related to its activities under this contract. .13 The proposal submitted complies with all federal, state, and local laws concerning these types of products or services, and the proposing entity will continue to comply with any applicable federal, state, and local laws related to the proposing entity's activities in connection with this contract. .14 The proposing entity will maintain, at the proposing entity's expense, any insurance necessary to protect REGION 4 and its Members from all claims for bodily injury, death, or property damage that might arise from the performance by the proposing entity or the proposing entity's employees or its agents of any service required of the proposing entity under this contract; however, the existence of such insurance will not relieve the proposing entity of full responsibility and liability damages, injury, death, or loss as described or as otherwise provided for by law. .15 Neither REGION 4 nor any of its Members shall be liable to the VENDOR for any damages (including, but not limited to, loss of profits or loss of business, or any special, consequential, exemplary, or incidental damages) in the event that REGION 4 declares the VENDOR in default. .16 VENDOR understands that signing the proposal with any false statement is a material breach of contract which will void the submitted proposal or any resulting contracts and subject the VENDOR to removal from all proposal lists, and possible criminal prosecution. .17 Unless otherwise provided for in this proposal invitation, any written notice or other communication required by this proposal or by law will be conclusively deemed to have been given and received on the second business day after such written notice has been deposited in the U.S. Mail, properly addressed, and with sufficient postage affixed thereto, provided such notice shall not prevent the giving of actual notice in any other manner. Such notice shall also be deemed to be delivered to Vendor upon sending an email to the Vendor’s email address provided in the Vendor’s response to the RFP or at such other email address provided by Vendor. STANDARD TERMS AND CONDITIONS FOR PROCUREMENT SOLICITATIONS PAGE 14 OF 24 24 EQUAL EMPLOYMENT OPPORTUNITY (EEO) DISCLOSURES By submission of a proposal, the VENDOR agrees that in the performance of any contract resulting from any award under this proposal, the proposing entity will comply with all applicable equal employment opportunity laws and regulations, including, but not limited to an agreement not to deny any benefit to, exclude from any opportunity, or discriminate in any way against, any applicant, employee, or any other person because of age, color, creed, gender, handicapping condition, marital status, national origin, political affiliation or belief, race, religion, or veteran status. The proposing entity agrees that during the period of any contract resulting from any award under this proposal invitation will remain, in compliance with Executive Order 11246, entitled "Equal Employment Opportunity" as amended by Executive Order 11375, and as supplemented in Department of Labor Regulations (41CFR Part 60). The occurrence of any prohibited discrimination will constitute VENDOR's breach of contract due to a substantial failure by the VENDOR to fulfill its obligations, whereupon REGION 4 may terminate the VENDOR's contract for cause as provided by section entitled "Non-Performance/Termination of Contract." 25 OWNERSHIP OF AND RIGHTS TO USE COPYRIGHTED MATERIALS The VENDOR hereby covenants and warrants that the VENDOR is the owner of and/or has full right and authority to use all of the copyrights incorporated in the scope of the work. The VENDOR agrees that the VENDOR will not contest REGION 4’s right to use any copyrighted material within the scope of work and that the VENDOR will not contest the validity of any copyright arising out of the scope of work performed in accordance with this agreement. VENDOR SHALL INDEMNIFY REGION 4 FOR ANY CLAIMS OR DAMAGES ARISING FROM ANY THIRD-PARTY ALLEGATION THAT REGION 4’S USE OF ANY SUCH MATERIALS ARE A BREACH OF SUCH PARTIES INTELLECTUAL PROPERTY RIGHTS. 26 DISPUTES/VENUE/ATTORNEYS’ FEES This contract shall be governed by REGION 4 ESC and VENDOR shall have all remedies afforded each by the Uniform Commercial Code, as adopted in the State of Texas, except as otherwise provided in this contract or in statutes pertaining specifically to the State. This contract shall be governed by the laws of the State of Texas, and suits pertaining to this contract may be brought only in the courts of the State of Texas in Harris County. The prevailing party in any adjudication relating to or arising out of this Agreement shall be awarded all reasonable and necessary attorneys’ fees and costs. 27 WAIVER No claims or rights arising out of a breach of this contract can be discharged in whole or part by a waiver or renunciation of the claim or right unless the waiver or renunciation is supported by consideration and is in writing signed by the aggrieved party. 28 INTERPRETATION – PAROLE EVIDENCE The parties intend this writing as a final expression of their agreement and a complete and exclusive statement of the terms of their agreement. No course of prior dealing between the parties and no usage of the trade shall be relevant to supplement or explain any terms used in this agreement. Acceptance of acquiescence in a course of performance rendered under this agreement shall not be relevant to determine the meaning of this agreement even though the accepting or acquiescing party has knowledge of the performance and opportunity for objection. Whenever a term defined by the Texas Business & Commerce Code is used in this agreement, the definition contained in the Code shall be controlling. STANDARD TERMS AND CONDITIONS FOR PROCUREMENT SOLICITATIONS PAGE 15 OF 24 29 RIGHT TO ASSURANCE Whenever one party to the contract in good faith has reason to question the other party's intent to perform he may demand that the other party give written assurance of his intent to perform. In the event that a demand is made and no assurance is given within five (5) days, the demanding party may treat this failure as an anticipatory repudiation of the contract. 30 FUNDING OUT CLAUSE (NON-APPROPRIATION) Renewal of this Agreement or continuation beyond the current fiscal year, if any, will be in accordance with Texas Local Government Code § 271.903 concerning non-appropriation of funds for multi-year contracts. Notwithstanding any other provision of this Agreement or obligation imposed on REGION 4 ESC by this Agreement, REGION 4 ESC shall have the right to terminate this Agreement without default or liability to VENDOR resulting from such termination, effective as of the expiration of each budget period of REGION 4 ESC if it is determined by REGION 4 ESC, in REGION 4 ESC’s sole discretion, that there are insufficient funds to extend this Agreement. The parties agree that this Agreement is a commitment of REGION 4 ESC’s current revenue only. Notwithstanding anything to the contrary in this Agreement, the CENTER is obligated to make payments only as approved each year by the CENTER’S Board of Directors. The CENTER’S Board of Directors retains the right to terminate this Agreement at the expiration of each budget period of the CENTER. To the extent that the CENTER will use federal grant funds to fulfill its obligations under this Agreement, VENDOR acknowledges that federal funds will be used to pay for all or a portion of funds due under this Agreement and that this Agreement is only effective upon receipt of the Notice of Grant Award (“NOGA”) by the CENTER from the awarding agency. As such, if the CENTER does not receive sufficient funding for the services provided in this Agreement, the CENTER may terminate this Agreement without penalty or further obligation to VENDOR, at any time upon written notice to VENDOR. 31 RELATIONSHIP OF PARTIES It is the intention of the parties that VENDOR be an independent contractor and not an employee, agent, joint venturer, or partner of the CENTER. REGION 4 ESC and VENDOR acknowledge that they do not have a continuing relationship, and that this Agreement is intended only to create a limited relationship for the specific purposes of providing the goods and/or services referenced in this Agreement. Neither party shall have any power or authority to bind or commit, or to assume or create any obligation or responsibility on behalf of, the other party in any respect, contractually or otherwise, to any third party. In the event this Agreement requires the VENDOR’S performance of services by VENDOR’S employees, or persons under contract to VENDOR, to be done on REGION 4 ESC property, the VENDOR agrees that all such work shall be done as an independent contractor and that the persons doing such work shall not be considered employees of REGION 4 ESC. In no event shall either party, or any of its respective officers, agents, or employees, be considered the officers, agents, or employees of the other party. Nothing in this Agreement shall be interpreted or construed as creating or establishing the relationship of employer and employee, a joint venture, merger, or any business partnership between the CENTER and either VENDOR or any employee or agent of VENDOR. VENDOR agrees that the CENTER has no responsibility for any conduct of any of VENDOR’S staff, participants, visitors, employees, agents, representatives, personnel, contractors, subcontractors, invitees, or licensees. VENDOR assumes full responsibility for the actions of its staff, participants, visitors, employees, agents, representatives, personnel, contractors, subcontractors, invitees, and licensees while performing any services incident to this Agreement and shall remain solely responsible for their supervision, daily direction and control, payment of salary (including withholdings), workers’ compensation, disability benefits, and like requirements and obligations. As an independent contractor, VENDOR will be solely responsible for determining the means and methods for performing the Services and shall furnish all tools, materials, transportation, and personal incidentals necessary in the performance of the Services. VENDOR shall be responsible for any and all applicable social security and personal income taxes that may become due as a result of any payments made by the CENTER hereunder and VENDOR shall indemnify and hold the CENTER harmless in this regard. STANDARD TERMS AND CONDITIONS FOR PROCUREMENT SOLICITATIONS PAGE 16 OF 24 32 INTELLECTUAL PROPERTY This Agreement shall not be constructed to convey any rights of ownership or any other license, right, title or interest in the other Party’s trademarks, copyrights, video programs, curriculum, documents, patents or any other intellectual property. 33 RIGHT TO AUDIT REGION 4 ESC reserves the right to audit the accounting for a period of three (3) years from the time such purchases are made. This audit right shall survive termination of this Agreement for a period of one (1) year from the effective date of termination. REGION 4 ESC shall have the authority to conduct random audits of VENDOR’S pricing that is offered at REGION 4 ESC's sole cost and expense. Notwithstanding the foregoing, in the event that REGION 4 ESC is made aware of any pricing being offered that is materially inconsistent with the pricing under this agreement; REGION 4 ESC shall have the ability to conduct an extensive audit of VENDOR’S pricing at VENDOR’S sole cost and expense. REGION 4 ESC may conduct the audit internally or may engage a third-party auditing firm. In the event of an audit, the requested materials shall be provided in the format and at the location designated by REGION 4 ESC. 34 PROPOSAL ACCEPTANCE The period for acceptance of this proposal will be sixty (60) calendar days unless the VENDOR indicates a different period. 35 PAYMENT Prior to authorizing payment to Contractor, REGION 4 shall evaluate Contractor’s performance using the performance standards set forth in all documents constituting this Contract. Contractor shall provide invoices to REGION 4 for Commodities/Services provided/performed. Invoices must be submitted not later than the 15th day of the month after the Services are completed. No payment whatsoever shall be made under this contract without the prior submission of detailed, correct invoices. Subject to the foregoing, REGION 4 must make all payments in accordance with the Texas Prompt Payment Act, Texas Government Code, Chapter 2251. Payments under this Contract may be subject to the availability of appropriated funds. Contractor acknowledges and agrees that payments for services provided under this Contract may be contingent upon REGION 4’s receipt of funds appropriated by the Texas Legislature. 36 LAWS AND REGULATIONS VENDOR agrees to comply and certifies compliance with, on behalf of itself and any subcontractors (if approved by the CENTER in accordance with this Agreement), and their respective employees, agents, and representatives, all federal, state, and local laws, acts, rules, regulations, and ordinances, as applicable, including, but not limited to the Education Department General Administrative Regulations (“EDGAR”), 2 C.F.R. Parts 200 and 3474, and 34 C.F.R. Parts 75-77 and 81, and Texas Government Code Chapter 2258. If applicable, VENDOR certifies compliance with all provisions, laws, acts, regulations, rules, and ordinances as detailed in the “Contract Provisions for Non-Federal Entity Contracts under Federal Awards” in Appendix II to 2 C.F.R. Part 200, which is incorporated by reference herein. VENDOR further certifies compliance with all applicable provisions, laws, acts, regulations, rules, and ordinances, including but not limited to those referenced in the CENTER’S Bid Attributes completed by VENDOR, which is incorporated by reference herein. Further, VENDOR agrees to and shall comply with all rules, regulations, policies, procedures, and other requirements of the CENTER and the school campus(es) on which any work is to be performed under this Agreement. VENDOR shall indemnify and hold REGION 4 ESC harmless from and against all claims, demands, suits, actions, judgments, fines, penalties, and liability of every kind arising from the breach of VENDOR’S obligations under this provision. 37 LAW AND WAGE RATES In the execution of this contract, the VENDOR shall comply with all applicable local, state and federal laws. STANDARD TERMS AND CONDITIONS FOR PROCUREMENT SOLICITATIONS PAGE 21 OF 24 .2 any goods delivered to the CENTER will be new (i.e., previously unused, non-floor model, in their original packaging, and have not been reconditioned, remanufactured, repackaged, returned, damaged, or refurbished), unless otherwise specified; .3 all services performed by VENDOR or its subcontractors and all material used on REGION 4 ESC’s behalf, will be completely paid for and that there are no materialman’s or other liens attached to the goods, products, merchandise, materials, or services which are provided to REGION 4 ESC; .4 the goods to be delivered hereunder will not infringe on any valid intellectual property right, including any patent, trademark, trade name, or copyright, and that VENDOR will, at VENDOR’S expense, defend any and all actions or suits charging such infringement and will save REGION 4 ESC, its trustees, agents, and employees, harmless in case of any such action or suit; .5 the goods to be delivered hereunder will be manufactured, sold, and/or installed in compliance with the provisions of all applicable federal, state, and local laws and regulations; .6 VENDOR shall uphold the manufacturer’s standard warranty on any products. This warranty shall provide for replacement of defective merchandise, parts and labor, and include pick-up and delivery from the specified CENTER location effective from the date of delivery. VENDOR shall assume all liabilities incurred within the scope of consequential damages and incidental expenses, as set forth in the VENDOR or manufacturer's warranty, which result from either delivery or use of product, which does not meet the specifications within this Agreement or the procurement solicitation, if any; .7 Substituting without the prior approval of a REGION 4 Member placing the order will constitute a breach of contract by the vendor, which may result in the initiation of actions covered in the section entitled "Non- Performance/Termination of Contract" and the associated financial impacts attached thereto and may jeopardize any future business from the CENTER.; and .8 nothing contained herein shall exclude or affect the operation of any implied warranties otherwise arising in favor of REGION 4 ESC. .9 All products provided or installed under this contract must be in the best possible condition and will be subject to inspection, testing, and approval by REGION 4 and its Members. 49 LICENSES AND PERMITS; PERFORMANCE For the entire effective period of this Agreement, VENDOR represents and warrants that VENDOR (and, if approved by the CENTER, any and all subcontractors): (1) has the experience, qualifications, licenses, and certifications required to provide the goods and/or services pursuant to this Agreement; and (2) shall maintain all required licenses, certifications, permits, and any other documentation and/or authorization(s) necessary to perform this Agreement, including, without limitation, authorizations required by any governing entity(ies), including, but not limited to, the City of Houston, Harris County, the State of Texas, and the like. VENDOR must comply with all state and local building code requirements unless otherwise specifically provided in the REGION 4 ESC’s purchase or work order, and VENDOR must pay all fees and charges for connections to outside services and for use of property outside the project site. When required or requested by REGION 4 ESC, VENDOR shall furnish REGION 4 ESC with satisfactory proof of VENDOR’S compliance with this provision. Further, VENDOR agrees that VENDOR’S goods will be provided, and/or services will be performed, with reasonable care, skill, judgment, and experience in a professional business-like manner, with no direct supervision from the CENTER. VENDOR shall employ only orderly and competent workers, skilled in the performance of the services, if any, which shall be performed under this Agreement. If VENDOR is unable to complete the work in this manner based on the mutually agreed upon timeline, VENDOR shall notify the CENTER’S Director of Procurement in writing. STANDARD TERMS AND CONDITIONS FOR PROCUREMENT SOLICITATIONS PAGE 17 OF 24 38 DAMAGES The successful VENDOR will be held responsible for and required to make good, at his own expense, all damages to persons and property caused by carelessness or neglect on the part of their employees. 39 VENDOR ASSURANCE The VENDOR must supply assurance which warrants that the prompt payment discount terms, delivery terms, distribution allowance, quality and performance of product/services, prices and other conditions/provisions offered in this proposal are the same or better than those offered by the proposing entities most favored customer. 40 VENDOR EXPERIENCE The VENDOR must be fully prepared with the necessary personnel, materials, machinery and equipment to begin the work promptly and to conduct the work as required in the terms, conditions and specifications of this proposal. REGION 4 may make investigations as deemed necessary to determine the ability of the VENDOR to perform the work, and the VENDOR shall furnish to the CENTER all information and data as requested. REGION 4 reserves the right to reject any proposal if the evidence submitted by, or investigation of, a VENDOR fails to satisfy REGION 4 that the VENDOR is properly qualified to carry out the obligations of the contract and to complete the work contemplated therein. 41 PROPRIETARY INFORMATION OR TRADE SECRETS If any of the information requested is considered to be proprietary or a trade secret belonging to the VENDOR, that information should be filed with the proposal in a separate envelope appropriately designated. 42 SURVIVAL Expiration or termination of the contract for any reason does not release VENDOR from any liability or obligation set forth in the contract that is expressly stated to survive any such expiration or termination, that by its nature would be intended to be applicable following any such expiration or termination, or that is necessary to fulfill the essential purpose of the contract, including without limitation the provisions regarding warranty, indemnification, confidentiality, and rights and remedies upon termination. All applicable software license agreements, warranties or service agreements that are entered into between VENDOR and REGION 4 ESC under the terms and conditions of the Contract shall survive the expiration or termination of the Contract. All Purchase Orders issued and accepted by VENDOR shall survive expiration or termination of the Contract. All quotations issued by VENDOR shall survive expiration or termination of the Contract where such quotation is furnished inside of the Contract Period or subsequent renewal. 43 SEVERABILITY In the event that any one or more of the provisions contained in this Agreement shall for any reason be held to be invalid, illegal, or unenforceable in any respect, such invalidity, illegality, or unenforceability shall not affect any other provisions, and the Agreement shall be construed as if such invalid, illegal, or unenforceable provision had never been contained in it. STANDARD TERMS AND CONDITIONS FOR PROCUREMENT SOLICITATIONS PAGE 18 OF 24 44 EDUCATIONAL RECORDS VENDOR agrees that VENDOR and its employees, agents, and/or representatives may receive access to student information for certain students of the CENTER or its Participating Member pursuant to this Agreement. VENDOR shall secure the confidentiality of all information and records in accordance with applicable federal and state laws, rules, and regulations, including but not limited to all privacy laws. VENDOR understands that the Family Educational Rights and Privacy Act (FERPA), 20 U.S.C. § 1232g, governs the privacy and security of educational records and information, and VENDOR agrees to abide by FERPA rules and regulations, as applicable. Pursuant to the FERPA, the VENDOR must protect the confidentiality of the CENTER, or its Participating Member, student records and shall not release any information without written consent from the CENTER, or its Participating Member, the student’s parent/guardian, or eligible student unless required to do so by applicable law. VENDOR further acknowledges that to the extent VENDOR, including but not limited to, VENDOR’S staff, employees, and/or representatives, receives confidential CENTER, or its Participating Member, student information during the performance of duties under this Agreement, VENDOR is considered a “school official” in accordance with FERPA and shall not disclose confidential student information or education records except as otherwise permitted by applicable law. VENDOR shall require its employees and other agents to execute written agreements requiring that such information be kept confidential. The Parties agree to enter into a Data-Sharing Addendum (or similarly titled and intended document) in the event confidential student information is to be shared, as required by applicable law. VENDOR and its employees/ representatives shall at all times abide by applicable laws, including FERPA and the Health Insurance Portability and Accountability Act (HIPAA). VENDOR must destroy any student information received from the CENTER, or its Participating Member when no longer needed for the purposes of the Agreement. VENDOR shall immediately provide notice to the CENTER, or its Participating Member of any violation of the terms of this section. VENDOR shall be solely responsible for any breach of the obligations of this section by any of its employees, agents, representatives, or subcontractors or their employees, agents, or representatives. 45 CENTER’S CONFIDENTIAL INFORMATION In the course of performing duties under this Agreement, VENDOR may view, obtain, or have access to financial, accounting, statistical, personnel, and other information of a confidential nature concerning students and schools being served by the CENTER and employees of the CENTER or its Participating Member. All such information is confidential and shall not be disclosed, directly or indirectly, to any person other than authorized officials of the CENTER or its Participating Member, either during or after the effective period of this Agreement. VENDOR acknowledges that the CENTER or its Participating Member would be irreparably injured if VENDOR were to disclose such information to third parties not entitled to receive such information or to misappropriate such confidential information for VENDOR’S own purposes or benefit and that money damages would not compensate the CENTER or its Participating Member for such irreparable injury. 46 INVOICING AND PAYMENT Itemized invoices shall be mailed to the CENTER and directed to the CENTER’S Accounts Payable Department. VENDOR shall submit invoices within a timely manner during the CENTER’S fiscal year in which the good(s) and/or services are purchased, as applicable. Invoices received more than 60 days after the date the work was performed will not be paid by the CENTER. The following requirements apply to invoices submitted for payment: .1 One invoice shall be submitted per CENTER Purchase Order. .2 Invoice shall bear the following: (a) date of invoice; (b) date(s) of service, if applicable; (c) name of VENDOR; (d) brief description of the item(s), quantity, unit price(s), and extended price(s); (e) if applicable, dates of service(s), including list of services provided daily including dates and amount of time spent performing each service and detailed descriptions of the services provided on each of the dates listed including location where services were provided; (f) VENDOR’S complete mailing address and telephone number. STANDARD TERMS AND CONDITIONS FOR PROCUREMENT SOLICITATIONS PAGE 19 OF 24 .3 Invoice submission shall include any necessary substantiating documentation or information as required by the Agreement; and certification of goods and/or services provided through a signature by a VENDOR company representative. .4 Invoice shall reference the CENTER Purchase Order Number. .5 Invoice shall be in duplicate. .6 Invoice shall only be paid for goods/products/equipment/services delivered and accepted by CENTER .7 Advance payment to VENDOR is strictly prohibited unless otherwise determined on a case-by-case basis. .8 VENDOR is required to submit to the CENTER a completed IRS Form W-9 for the current tax year and all other forms required by the CENTER (e.g., Felony Conviction Notice, Conflict of Interest Questionnaire, etc.) before payment is rendered. .9 In accordance with Texas Government Code §2251.021, payments are due to VENDOR within forty-five (45) days after the later of the following: (1) the date CENTER receives the goods; (2) the date the performance of the service is completed; or (3) the date CENTER receives an invoice for the goods and/or services. In the event VENDOR presents the CENTER with invoices, statements, reports, etc. that are incomplete, inaccurate or in need of substantial internal research, such action could result in delay of payment. The CENTER will not be responsible for any interest charges and/or late fees because of delayed payment due to time delays caused by inadequate or incomplete information provided in invoices by VENDOR. VENDOR agrees to pay any subcontractors, if any, the appropriate share of the payment received from the CENTER not later than the tenth (10th) day after the date VENDOR receives the payment from the CENTER. VENDOR shall be responsible for satisfaction of all applicable IRS standards concerning reporting of income and payments to VENDOR’S subcontractors and/or employees, if any. The exceptions to payments made by the CENTER and/or VENDOR listed in Texas Government Code § 2251.002 shall apply to this Agreement. In the event that VENDOR’S personnel begin work before VENDOR receives a valid purchase order and/or the signing of this Agreement, VENDOR agrees that the CENTER is not liable for payment of such services rendered. In addition to all other rights and remedies that the CENTER may have, the CENTER shall have the right to setoff, against any and all amounts due to VENDOR by the CENTER, whether due under this Agreement or any other agreement between the CENTER (including any division of the CENTER) and VENDOR, any sums to which the CENTER is entitled under this Agreement, as determined by the CENTER in its sole discretion, including, without limitation, sums due by VENDOR to the CENTER as a result of indemnification obligations and/or warranty claims. STANDARD TERMS AND CONDITIONS FOR PROCUREMENT SOLICITATIONS PAGE 20 OF 24 47 INDEMNIFICATION, REMEDIES, AND GOVERNING LAW/VENUE .1 TO THE FULLEST EXTENT PERMITTED BY LAW, VENDOR AGREES TO PROTECT, DEFEND, INDEMNIFY, AND HOLD HARMLESS THE CENTER, ITS DIRECTING BOARD MEMBERS, TRUSTEES, OFFICERS, EMPLOYEES, AGENTS, AND REPRESENTATIVES, FROM AND AGAINST ANY AND ALL CLAIMS, LIABILITIES, LOSSES, DAMAGES, COSTS, FINES, PENALTIES, AND EXPENSES (INCLUDING REASONABLE LITIGATION COSTS AND ATTORNEY'S FEES, INCLUDING APPEALS), FOR WHICH THE CENTER, ITS DIRECTING BOARD MEMBERS, TRUSTEES, OFFICERS, EMPLOYEES, AGENTS, AND/OR REPRESENTATIVES, CAN OR MAY BE HELD LIABLE AS A RESULT OF INJURY (UP TO AND INCLUDING DEATH) TO A PERSON OR PERSONS OR DAMAGE TO PROPERTY, ARISING OUT OF, OCCASIONED BY, OR IN ANY WAY CONNECTED, DIRECTLY OR INDIRECTLY, WITH THE VENDOR’S PERFORMANCE UNDER THIS AGREEMENT (COLLECTIVELY, “CLAIM”), WHETHER OR NOT THE CLAIM ARISES FROM THE NEGLIGENCE, WILLFUL ACT, BREACH OF CONTRACT, OR VIOLATION OF LAW BY VENDOR, ITS EMPLOYEES, AGENTS, CONTRACTORS, OR SUBCONTRACTORS, EXCEPT FOR CLAIMS ARISING ENTIRELY FROM THE WRONGFUL ACTS, OMISSIONS, OR NEGLIGENCE OF THE CENTER, OR ITS AGENTS, EMPLOYEES OR REPRESENTATIVES. ALL OBLIGATIONS AS SET FORTH IN THIS SECTION SHALL SURVIVE THE EXPIRATION, COMPLETION, OR TERMINATION OF THIS AGREEMENT. .2 It is agreed with respect to any legal limitations now or hereafter in effect and affecting the validity or enforceability of the aforementioned indemnification obligation, such legal limitations are made a part of the indemnification obligation to the minimum extent necessary to bring the provision into conformity with the requirements of such limitations, and as so modified, the indemnification obligations shall continue in full force and effect. .3 Nothing in this Agreement shall be construed to create a claim or cause of action against the CENTER for which it is not otherwise liable, to waive any immunity or defense to which the CENTER may be entitled, or to create an impermissible deficiency debt of the CENTER. .4 REGION 4 ESC and VENDOR shall have all remedies afforded each by the Uniform Commercial Code, as adopted in the State of Texas, except as otherwise provided in this Agreement or in statutes pertaining specifically to Texas governmental entities. .5 This Agreement shall be governed by and construed in accordance with the laws of the State of Texas, without regard to its provisions on conflicts of laws. The mandatory and exclusive venue for the adjudication or resolution of any dispute arising out of or relating to this Agreement shall be a court of competent jurisdiction in Harris County, Texas. .6 VENDOR hereby assigns the CENTER any and all claims for overcharges associated with this Agreement under the antitrust laws of the United States, 15 USCA Section 1, et seq., and which arise under the antitrust laws of the State of Texas, Tex. Bus. & Com. Code, Section 15.01, et. seq. 48 QUALITY, WARRANTY, AND SUBSTITUTIONS In addition to the guarantees and warranties provided by law, by accepting this Agreement, VENDOR hereby expressly guarantees, warrants, and represents that: .1 all products/goods and/or services supplied and/or furnished under this Agreement are of high quality, free from all defects in material and workmanship, free from defects in design, meet or exceed and exactly conform in all respects to all terms and requirements of this Agreement (including any drawings, specifications, and/or standards incorporated herein, including, without limitation, those detailed in the procurement solicitation issued by the CENTER) and all applicable REGION 4 ESC specifications and requirements, and are suitable for and will perform in accordance with the ordinary, intended purpose(s) as well as any special purposes specified by REGION 4 ESC, for a period of one (1) year from the date of the CENTER’S acceptance of the goods and/or services or payment of the applicable invoice, whichever is later. All warranties shall survive delivery of the goods and completion of the services; neither the CENTER’S acceptance of, nor payment for, said goods and services shall constitute a waiver or modification of any of the warranties of VENDOR, or the rights of REGION 4 ESC; STANDARD TERMS AND CONDITIONS FOR PROCUREMENT SOLICITATIONS PAGE 21 OF 24 .2 any goods delivered to the CENTER will be new (i.e., previously unused, non-floor model, in their original packaging, and have not been reconditioned, remanufactured, repackaged, returned, damaged, or refurbished), unless otherwise specified; .3 all services performed by VENDOR or its subcontractors and all material used on REGION 4 ESC’s behalf, will be completely paid for and that there are no materialman’s or other liens attached to the goods, products, merchandise, materials, or services which are provided to REGION 4 ESC; .4 the goods to be delivered hereunder will not infringe on any valid intellectual property right, including any patent, trademark, trade name, or copyright, and that VENDOR will, at VENDOR’S expense, defend any and all actions or suits charging such infringement and will save REGION 4 ESC, its trustees, agents, and employees, harmless in case of any such action or suit; .5 the goods to be delivered hereunder will be manufactured, sold, and/or installed in compliance with the provisions of all applicable federal, state, and local laws and regulations; .6 VENDOR shall uphold the manufacturer’s standard warranty on any products. This warranty shall provide for replacement of defective merchandise, parts and labor, and include pick-up and delivery from the specified CENTER location effective from the date of delivery. VENDOR shall assume all liabilities incurred within the scope of consequential damages and incidental expenses, as set forth in the VENDOR or manufacturer's warranty, which result from either delivery or use of product, which does not meet the specifications within this Agreement or the procurement solicitation, if any; .7 Substituting without the prior approval of a REGION 4 Member placing the order will constitute a breach of contract by the vendor, which may result in the initiation of actions covered in the section entitled "Non- Performance/Termination of Contract" and the associated financial impacts attached thereto and may jeopardize any future business from the CENTER.; and .8 nothing contained herein shall exclude or affect the operation of any implied warranties otherwise arising in favor of REGION 4 ESC. .9 All products provided or installed under this contract must be in the best possible condition and will be subject to inspection, testing, and approval by REGION 4 and its Members. 49 LICENSES AND PERMITS; PERFORMANCE For the entire effective period of this Agreement, VENDOR represents and warrants that VENDOR (and, if approved by the CENTER, any and all subcontractors): (1) has the experience, qualifications, licenses, and certifications required to provide the goods and/or services pursuant to this Agreement; and (2) shall maintain all required licenses, certifications, permits, and any other documentation and/or authorization(s) necessary to perform this Agreement, including, without limitation, authorizations required by any governing entity(ies), including, but not limited to, the City of Houston, Harris County, the State of Texas, and the like. VENDOR must comply with all state and local building code requirements unless otherwise specifically provided in the REGION 4 ESC’s purchase or work order, and VENDOR must pay all fees and charges for connections to outside services and for use of property outside the project site. When required or requested by REGION 4 ESC, VENDOR shall furnish REGION 4 ESC with satisfactory proof of VENDOR’S compliance with this provision. Further, VENDOR agrees that VENDOR’S goods will be provided, and/or services will be performed, with reasonable care, skill, judgment, and experience in a professional business-like manner, with no direct supervision from the CENTER. VENDOR shall employ only orderly and competent workers, skilled in the performance of the services, if any, which shall be performed under this Agreement. If VENDOR is unable to complete the work in this manner based on the mutually agreed upon timeline, VENDOR shall notify the CENTER’S Director of Procurement in writing. STANDARD TERMS AND CONDITIONS FOR PROCUREMENT SOLICITATIONS PAGE 22 OF 24 50 SUPPORT VENDOR shall provide timely and accurate technical advice and sales support to REGION 4 ESC and REGION 4 ESC staff. VENDOR shall respond to requests for customer support within one (1) business day after receipt of the request. VENDOR shall promptly provide training to REGION 4 ESC staff regarding products and/or services supplied by VENDOR, at no additional charge, if requested by REGION 4 ESC. 51 NO WAIVER OF BREACH Failure of REGION 4 ESC to insist upon strict performance of any of the terms and conditions hereof, or failure or delay to exercise any rights or remedies provided herein or by law or to properly notify successful VENDOR in the event of breach, or the acceptance of or payment for any goods hereunder shall not release VENDOR from any of the warranties or obligations of this Agreement, and shall not be deemed to waive any right of REGION 4 ESC to insist upon strict performance hereof or any of its rights or remedies as to any such goods, regardless of when shipped, received or accepted, or as to any prior or subsequent default hereunder; nor shall any purported oral modification or rescission of an Agreement, contract or service agreement by REGION 4 ESC operate as a waiver of any of the terms hereof. 52 NO WAIVER OF IMMUNITY The execution of this Agreement and the performance by the CENTER of any of its obligations hereunder do not, and are not intended to, waive or relinquish, and the CENTER shall not waive or relinquish, any governmental, sovereign immunity or defense from or to liability or prosecution available to the CENTER, its trustees, officers, employees, or agents under federal or Texas laws. Nothing in this Agreement shall be constructed as creating any personal liability on the part of any trustee, officer, employee, or representative of REGION 4 ESC. 53 PRODUCT RECALLS VENDOR shall notify the REGION 4 ESC’s PROCUREMENT CONTRACT SPECIALIST immediately if a product recall is instituted on any good and/or service VENDOR has delivered or if VENDOR discovers or becomes aware of any quality or other deficiency in the delivered goods and/or services. This requirement shall survive payment and acceptance of the goods and/or services. 54 TEXAS HAZARD COMMUNICATION ACT It is the policy of REGION 4 ESC to comply with applicable federal law and the Texas Hazard Communication Act, Texas Health and Safety Code Chapter 502. Therefore, it is necessary to require that all suppliers provide REGION 4 ESC with a current and accurate Safety Data Sheet (SDS), if applicable, for all items sold to REGION 4 ESC, including, but not limited to: products which may contain hazardous substances, create hazardous substances as a by-product, cause harmful physical effects, or otherwise be considered hazardous. VENDOR shall be solely responsible to promptly obtain and provide to REGION 4 ESC all necessary SDSs from suppliers of items under this Agreement, as applicable. A separate sheet shall be provided for each individual item (if required) when purchase is made, as well as when the proposal is submitted. The SDSs must conform to the most current requirements of the Hazard Communication Standard issued by the Occupational Safety and Health Administration (OSHA) and codified as 29 CFR Section 1910.1200. 55 HAZARDOUS MATERIALS In the performance of VENDOR’S services, VENDOR shall not cause any release of hazardous substances, including but not limited to asbestos, or contamination of the environment, including the soil, the atmosphere, or any water course or ground water. VENDOR shall be liable for any claims or damages resulting from such release of or exposures to any such substances as a result of VENDOR’S activities. STANDARD TERMS AND CONDITIONS FOR PROCUREMENT SOLICITATIONS PAGE 23 OF 24 56 TEXAS PUBLIC INFORMATION ACT .1 The Parties acknowledge that REGION 4 ESC is obligated to strictly comply with the Texas Public Information Act (TPIA), Chapter 552, Texas Government Code, in responding to any request for public information pertaining to this Agreement, as well as any other disclosure of information required by applicable Texas law. All VENDOR Agreements shall be in compliance with the TPIA. .2 All documents exchanged or created in connection with and communications regarding this solicitation or any Agreement with the CENTER are governed by the TPIA. .3 Documents submitted and communications regarding a VENDOR’S proposal response to a solicitation may be deemed confidential during the evaluation process, as provided in Texas Government Code, Subchapter C, Section §552.104, “Exception: Information Related to Competition or Bidding.” .4 The requirements of Subchapter J, Chapter 552, Government Code, may apply to this bid and Agreement, and the contractor or VENDOR agrees that the Agreement can be terminated if the contractor or VENDOR knowingly or intentionally fails to comply with a requirement of that subchapter. .5 Upon the written request of the CENTER, VENDOR will promptly provide specified contracting information exchanged or created under this Agreement. VENDOR waives any claim against and releases from liability the CENTER, its trustees, officers, employees, agents, and attorneys with respect to disclosure of information provided under or in this Agreement or otherwise created, assembled, maintained, or held by either party and determined by the CENTER, the Attorney General of Texas, or a court of law to be subject to disclosure under the Texas Public Information Act, Chapter 552, Texas Government Code. .6 VENDORS should consult with their legal counsel regarding disclosure issues and take the appropriate precautions to safeguard trade secrets, or any other proprietary information before responding to this procurement solicitation. Should VENDOR’S response to this procurement solicitation include trade secrets or proprietary information, or other technical information, documentation and/or expertise that the VENDOR considers confidential, VENDOR must either (1) conspicuously mark such information as being confidential or, (2) if the information is delivered in oral form, summarize the information in writing within ten (10) REGION 4 ESC business days and identify it as being confidential (“Confidential Information”). REGION 4 ESC shall not be held liable for disclosure of information that is not conspicuously marked or identified as Confidential Information in accordance with the aforementioned process. All requests to secure trade secrets must be accompanied by factual evidence of potential loss of competitive or economic harm. .7 VENDOR shall immediately notify the CENTER if VENDOR receives from any third-party a request for information (including, but not limited to, a subpoena), which pertains to the documentation and records maintained by VENDOR on behalf of the CENTER pursuant to this Agreement. VENDOR shall provide a copy of such request to the CENTER, unless otherwise prohibited by law. 57 NO THIRD-PARTY BENEFICIARIES Nothing in this Agreement shall be deemed or construed to create any third-party beneficiaries or otherwise give any third party any claim or right of action against any party to this Agreement. 58 NOTICE Any notice provided under the terms of this Agreement by either party to the other shall be in writing and may be effected by certified mail, return receipt requested. Notice to either party shall be sufficient if made or addressed to the address listed in the signature line of this Agreement. Each party may change the address to which notice is to be sent to that party by giving notice of such change to the other party by certified mail, return receipt requested. 59 NON-EXCLUSIVITY Nothing in this Agreement may be construed to imply that VENDOR has the exclusive right to provide the CENTER with goods and/or services. During the effective period of this Agreement, the CENTER reserves the right to use all available resources to procure other goods and/or services as needed, and doing so will not violate any rights of VENDOR. In addition, nothing in this Agreement may be construed to require that the CENTER purchase any specific amount, quantity, or quota of goods and/or services from VENDOR. STANDARD TERMS AND CONDITIONS FOR PROCUREMENT SOLICITATIONS PAGE 24 OF 24 60 INTELLECTUAL PROPERTY VENDOR represents and warrants that it has all intellectual property rights necessary to enter into and perform its obligations in this Agreement. 61 INDEBTEDNESS VENDOR represents that to the best of its knowledge it is not indebted to the CENTER. Indebtedness to the CENTER may be grounds for termination of this Agreement. 62 FEDERAL GRANT REQUIREMENTS .1 All contracts under federal awards must meet federal, state and local requirements. .2 The Agreement shall only be effective upon receipt by the CENTER of the Notice of Grant Award (NOGA) from the federal/state awarding agency. .3 The Agreement term/period shall be aligned to the grant period of availability, as stated on the NOGA from the federal/state awarding agency (period of availability). .4 All services shall be completed during the effective dates of the Agreement. .5 All services shall be invoiced monthly after services are received (rather than paid lump sum at the beginning of the period of availability before services are rendered) and shall only be paid upon verification of receipt of services. .6 The regulations for procurement in 2 CFR § 200.317-327 shall be followed by REGION 4 ESC in issuing the Agreement. .7 All professional services provided under the Agreement will follow the provisions of 2 CFR § 200.459 Professional service costs. .8 The Agreement shall identify the funding sources that will be used for the goods and/or services to be provided, including the specific amount and/or percentage of the total contract amount to be charged to each funding source. .9 The Agreement shall identify and lists only reasonable, necessary, and allocable services to be provided during the period of availability of the funding sources listed in the Agreement. .10 The administrative costs charged to the grant in the Agreement must comply with any limitations for administrative costs for funding sources (if applicable). .11 The Agreement shall specify that the invoice provided by the VENDOR will include the list of services provided, dates of services, and location(s) where services were provided during the billing period. .12 If the source of funds for this purchase is federal funds, the following federal provisions apply, as applicable: the Davis-Bacon Act (40 U.S.C. § 276a / 29 CFR Part 5), the Copeland “Anti-Kickback” Act (18 U.S.C. § 874 / 29 CFR Part 5), the Equal Opportunity Employment requirements (Executive Orders 11246 and 11375 / 41 CFR Chapter 60), the McNamara-O’Hara Service Contract Act (41 U.S.C. 351), Section 306 of the Clean Air Act (42 U.S.C. § 1857h), Section 508 of the Clean Water Act (33 U.S.C. § 1368), Executive Order 11738, Environmental Protection Agency regulations (40 CFR Part 15), the Contract Work Hours and Safety Act (40 U.S.C. § 3701-3708; 29 C.F.R. Part 5), Byrd Anti-Lobbying Amendment (31 U.S.C. 1352), Debarment and Suspension (Executive Orders 12549 and 12689), the Uniform Administrative Requirements, Cost Principles, and Audit Requirements for Federal Awards (2 CFR Part 200), the Education Department General Administrative Regulations, 2 C.F.R. Parts 200 and 3474, and 34 C.F.R. Parts 75-77, 79, 81-82, 84, 86, and 97-99 (“EDGAR”), mandatory standards and policies contained in the state energy conservation plan issued in compliance with the Energy Policy and Conservation Act (Pub. L. 94-163, 89 Stat. 871), and all federal certifications and other requirements of federal law, including but not limited to those included within REGION 4 ESC’s Bid Attributes and those mandated by federal agencies making award(s) of federal funds to REGION 4 ESC. Without limitation to the forgoing, Region 4 has and will comply with all requirements related to contracting with small and minority businesses, women’s business enterprises, and labor surplus area firms, as set forth in 2 C.F.R. § 200.321. Region 4 has and does solicit all qualified small and minority businesses and women’s business enterprises. VENDOR shall comply with 2 C.F.R. § 200.321 in its own sub-contracting practices. Deviations pertain to OMNIA Partners 2/24/20262/24/2026LaVerie WiseVictor E. White 25-06 Addendum 3 GovConnection, Inc. Connection- Public Sector Solutions Supplier Response Event Information Number:25-06 Addendum 3 Title:Technology Solutions, Products and Services Type:Request for Proposal - Region 4 ESC Issue Date:6/19/2025 Deadline:8/7/2025 02:00 PM (CT) Notes:Oral communications concerning this RFP shall not be binding and shall in no way excuse an Offeror of the obligations set forth in this proposal. Only online proposals will be accepted. Proposals must be submitted via Region 4 ESC's online procurement system: region4esc.ionwave.net. No manual, emailed, or faxed proposals will be accepted. NON-MANDATORY PRE-PROPOSAL CONFERENCE Meeting to be held on Wednesday, July 9, 2025, at 10:00 am CST via ZOOM at https://esc4.zoom.us/j/98882807596?from=addon Offerors are strongly encouraged but not required to participate in a pre-proposal conference with the Procurement Contract Specialist. Vendor: GovConnection, Inc.25-06 Addendum 3Page 1 of 38 pages Contact Information Address:Procurement 7145 West Tidwell Road TX 77092 Email:questions@esc4.net Vendor: GovConnection, Inc.25-06 Addendum 3Page 2 of 38 pages GovConnection, Inc. Information Contact:Corey Petersen Address:2275 Research Boulevard, Suite 360 Rockville, MD 20850-3268 Phone:(800) 800-0019 x75554 Email:corey.petersen@connection.com Web Address:www.connection.com/ps By submitting your response, you certify that you are authorized to represent and bind your company. Robert Marconi, VP SLED Sales sledcontracts@connection.com Signature Email Submitted at 8/6/2025 03:34:30 PM (CT) Requested Attachments Offer and Contract Signature Form Offer and Contract Signature Form Signed.pdf Please complete, sign and upload the Offer and Contract Signature Form, located on the Attachments tab. (REQUIRED) Deviation Form Deviation Form_M-1031545.pdf Please complete and upload the Deviation Form, located on the Attachments tab. *NOTE: Any and add Deviations to any term or condition found in this RFP must be noted on this form. (REQUIRED) W-9 Upload GovConnection DBA W9 (2025).pdf Interested offerors must upload an updated Form W-9 prior to submitting a proposal. Products and Pricing Products and Pricing.pdf Each offeror awarded an item under this solicitation may offer their complete product and service offering/a balance of line. Describe the full line of products and services offered by supplier. Disclosure of Interested Parties form or Evidence of Exemption Form 1295 Certificate 101406371 Signed.pdf If you are required under statute to submit a Disclosure of Interested Parties form (1295 form), you must do so here. Section 6 must be completed in its entirety. Alternatively, if you are exempt under the statute, you must provide documentation affirming your exemption. (REQUIRED, see Attribute titled "DISCLOSURE OF INTERESTED PARTIES") Conflict of Interest Questionnaire CIQ Signed.pdf If a conflict exists that requires the submission of a Conflict of Interest Questionnaire (CIQ), complete and upload the document here. (REQUIRED ONLY IF A CONFLICT EXISTS, see Attribute titled "CONFLICT OF INTEREST QUESTIONNAIRE" for additional information.) Diversity, HUB Certifications No response If your firm holds a certification from certifying agencies related to M/WBE, DBE, HUB, or other diverse business designations, you may upload the certificate here. (OPTIONAL) Value Added Services Connection Value Added Services.pdf Provide any additional information related to products and services the Offeror proposes to enhance and add value to the Contract. For example, a proposal for furniture may include additional value-added selections such as installation, white glove delivery options, setup/cleaning, classroom design/layout, special orders, etc. (OPTIONAL) Vendor: GovConnection, Inc.25-06 Addendum 3Page 3 of 38 pages OMNIA Partners - Exhibit F Federal Funds Certifications OMNIA Partners - Exhibit F Federal Funds Certifications Form Signed.pdf Complete and upload your response to Exhibit F - Federal Funds Certification. This upload should consist of a single document completed with all checkboxes, initials, signatures, and information fields filled in as appropriate. OMNIA Partners - Exhibit G New Jersey Business Compliance OMNIA Partners - Exhibit G New Jersey Compliance Form for Region IV ESC Signed.pdf Complete and upload your response to Exhibit G - New Jersey Business Compliance. This upload should consist of a single document that is comprised of DOC #1 through DOC #10, with all checkboxes, initials, signature, and information fields completed as appropriate. Additional Agreements Offeror will require Participating Agencies to sign. No response If the Offeror will require individual agencies to complete any additional requirements or agreements outside of what is proposed and agreed to during this proposal solicitation, Offeror must submit such requirements or agreements as an uploaded file here. If uploading more than one file, select "New" under the "Other Response Attachments" section found lower on this webpage, and upload as many documents as is necessary to submit all additional requirements for participating agencies. Dunn & Bradstreet Report PC Connection Inc.- DUNS166964986_07-28-2025.pdf Addendum No. 1 25-06 Addendum No. 1 Signed.pdf Please sign and upload Addendum No. 1 here. Addendum No. 2 25-06 Addendum No 2 Signed.pdf Please sign and upload Addendum No. 2 here. Addendum No. 3 25-06 Addendum No 3 Signed.pdf Please sign and upload Addendum No. 3 here. Relined Response, if applicable New OMNIA Partners - Exhibit A - Redlined_M-1031549.docx Bid Attributes 1 CONTRACT DURATION The initial term of the Contract is for a period of three (3) years unless terminated, canceled, or extended as otherwise provided herein. Region 4 ESC shall have the right in its sole discretion to renew the Contract for additional terms up to two (2) years after the end of the initial term or for a lesser period of time as determined by Region 4 ESC by providing written notice to the Contractor of Region 4 ESC’s intent to renew thirty (30) days prior to the expiration of the original term. Contractor acknowledges and understands Region 4 ESC is under no obligation whatsoever to extend the term of this Contract. In the event the proposal term, including renewals, ends before another proposal is executed, proposal prices and discounts may be extended on a month-to-month basis by mutual consent. Extensions are limited to the lesser of: a) six (6) additional monthly terms, or b) the time which is required to complete a new solicitation for the goods and services provided for in this solicitation. Notwithstanding the foregoing paragraph, the term of the Contract, including any extension of the original term, shall be further extended until the expiration of any Purchase Order issued within the Contract term for a period of up to one year beyond the Contract term. I certify compliance with this attribute. 2 NAME OF INDIVIDUAL COMPLETING THIS PROPOSAL Robert Marconi, VP SLED Sales 3 HOW MANY YEARS HAS YOUR BUSINESS OPERATED UNDER ITS PRESENT NAME 9 Vendor: GovConnection, Inc.25-06 Addendum 3Page 4 of 38 pages 4 WHAT IS YOUR CURRENT NUMBER OF CUSTOMER ACCOUNTS? 5776 5 WHAT ARE YOUR BUSINESS HOURS? Connection's business hours are Monday through Friday, 8:00 a.m. – 5:30 p.m. ET 6 IS 30 DAYS AFTER RECEIPT OF INVOICE AN ACCEPTABLE PAYMENT SCHEDULE FOR YOUR BUSINESS? If Yes, type "YES". If No, describe your payment schedule in the field provided. Yes 7 WHAT IS THE STANDARD LEAD TIME FOR RECEIPT OF PRODUCTS AFTER ORDER IS RECIEVED (ARO), IN DAYS? Provide your answer in number of DAYS after receipt of order (ARO). In-stock products are typically delivered within 2-5 business days. 8 ACCOUNT MANAGER NAME Please indicate the name of the account manager we should speak to with concerns about the products and/or services in this proposal. Robert Marconi, VP SLED Sales 9 ACCOUNT MANAGER EMAIL sledcontracts@connection.com 1 0 ACCOUNT MANAGER PHONE (800) 800-0019 1 1 PAYMENT REMITTANCE ADDRESS GovConnection, Inc. PO Box 536477 Pittsburgh, PA 15253-5906 Remit@connection.com 1 2 PAYMENT REMITTANCE PHONE (800) 800-0019 1 3 CONTRACT/PURCHASE ORDER/QUOTE EMAIL Vendors may choose to have purchase orders emailed to them in PDF format in lieu of having them faxed or mailed. To elect this option, please offer the preferred email address in the accompanying field. This email address will apply to any purchases from your company, so the use of a generic email address is suggested, such as bids@companyname.com or purchaseorders@businessname.com. sledcontracts@connection.com 1 4 CONTRACT/PURCHASE ORDER/QUOTE FAX NUMBER, IF APPLICABLE If applicable, please provide a fax number to send orders and quote requests. (603) 683-1104 Vendor: GovConnection, Inc.25-06 Addendum 3Page 5 of 38 pages 1 5 REQUIRED REFERENCE QUOTE OR CONTRACT NUMBER, IF APPLICABLE Enter your quote or contract number and/or any other information our staff would need provide on the face of purchase orders in order to receive discount percentages and contract pricing. N/A 1 6 COMPANY WEBSITE ADDRESS, IF APPLICABLE www.connection.com 1 7 HOW WERE YOU NOTIFIED OF THIS BID OPPORTUNITY? In order to verify the efficiency of communication tools used to notify vendors of bidding opportunities, we ask that you provide us with the manner in which you received notification of this request for bid/proposal. Email notification 1 8 REFERENCE 1 Please provide the reference of a school and/or business who have utilized the same equipment/products within the last two years. Include: Entity Name Contact name and title Contact phone number and email address Contact city and state Years of service provided Description of services/products provided Annual volume of business handled for the customer • South Dakota Board of Regents • Karen Bravek, Purchasing Manager • Phone: (605) 688-4451, Email: Karen.Bravek@sdstate.edu • Brookings, SD • 5 years • Full catalog of Connection's solutions • $1,076,190.27 1 9 REFERENCE 2 Please provide the reference of a school and/or business who have utilized the same equipment/products within the last two years. Include: Entity Name Contact name and title Contact phone number and email address Contact city and state Years of service provided Description of services/products provided Annual volume of business handled for the customer • Whiteriver USD 20 • Pierre Dehombreux, Director of Information Technology Services • 928-358-5720 / PDehombreux@wusd.us • Whiteriver, Arizona • 11 Years • Full catalog of Connection's solutions • $304,872.00 Vendor: GovConnection, Inc.25-06 Addendum 3Page 6 of 38 pages 2 0 REFERENCE 3 Please provide the reference of a school and/or business who have utilized the same equipment/products within the last two years. Include: Entity Name Contact name and title Contact phone number and email address Contact city and state Years of service provided Description of services/products provided Annual volume of business handled for the customer • City of Long Beach • Rob Centeno - Deputy Director • Phone: (562)-570-5553, Email: rob.centeno@longbeach.gov • Long Beach, CA • 12 Years • Full catalog of Connection's solutions • $2,593,079.34 2 1 THE U.S. STATE YOUR PRINCIPAL PLACE OF BUSINESS IS LOCATED. New Hampshire 2 2 RECIPROCITY For Businesses not located in Texas: Does your state of residence or incorporation require out-of-state bidders to underbid vendors residing in your state by a prescribed amount or percentage to receive a comparable contract? If Yes, please input that percentage; If No, please leave the adjacent field blank. No response 2 3 PARTIAL AWARD ACCEPTANCE REGION 4 ESC retains the right to award this contract in such a manner that it receives the best overall value for the goods and/or services requested in this request for proposal or bid, which may include awarding to multiple vendors. I understand. 2 4 PURCHASE ORDER POLICY REGION 4 ESC purchases tangible goods and services through the use of approved Purchase Orders. Vendors are highly discouraged from sending products, and/or performing services without prior receipt of an approved District Purchase Order. While campuses and departments may call for quotes and information, please be advised the District is not obligated to pay for any services and/or products ordered via telephone or email in without the presence of a properly executed Purchase Order. I understand. 2 5 ADDENDA NOTIFICATIONS Any addenda to this proposal will be issued electronically through this system. It is vendor's responsibility to review addenda upon e-mailed notice and retract/amend their submission as deemed necessary. REGION 4 ESC may choose to mark a proposal received prior to the issuance of an addendum as non-responsive should REGION 4 ESC, in its sole determination, finds the addendum to be of such material change that it warrants such determination. If such proposal is found non-responsive, REGION 4 ESC will not consider the proposal for evaluation or further consideration. I understand. Vendor: GovConnection, Inc.25-06 Addendum 3Page 7 of 38 pages 2 6 How does the Offeror handle returns and restocking? Describe the return policy, restocking fees, and how these processes are managed. • If any problems or discrepancies are discovered, the Region 4 ESC member should notify their Account Manager within 30 days of purchase, to return incorrect or defective product, for repair, credit or replacement, for up to 30 days from the date of receipt. The Contractor agrees to pay all shipping costs for the return shipment. Contractor shall be responsible for arranging the return of the defective or incorrect material. • After this period, the individual manufacturer's warranty/return policy will come into effect. • Within 30 days, all non-defective returns authorized by Connection, whether opened or unopened, will not be assessed a restocking fee, and must be authorized for return within 30 days from date of receipt • After the 30-day period, a 15% restocking fee will be charged. • Certain items such as CTOs, BTOs and Software are not returnable, except for defects requiring repair under warranty. 2 7 How does the Offeror respond to emergencies? Please outline the emergency response process for urgent orders. Connection can ensure that in the event of a Region 4 ESC emergency situation or immediate need, our Single Point of Contact and Account Manager will be available 24 hours a day, 7 days a week to assist in any way possible in order to initiate the order process. Based on the urgency, expedited shipping can be offered for an additional charge. In addition, Corey Petersen, Director of SLED Sales, will also be available to assist. Contact Information for Corey is as follows: Phone: 800-800-0019 ext. 75554 Cell Phone: 605-659-6442 Email: corey.petersen@connection.com 2 8 What is Offeror's average Fill Rate? Connection maintains a same day order fulfillment rate for in-stock, pick and ship products of 99.5%. • Order Accuracy: 99.998% • Delivery time frame: In-stock products are typically delivered within 2-5 business days. 2 9 What is the Offeror's history of meeting delivery timelines? Provide the vendor's average on-time delivery and fill rates. Connection maintains a 97% on-time delivery. Our orders are filled with a 99.998% accuracy rate, and we ship 97% of our orders on the day that those orders are printed. 3 0 How does the Offeror ensure product/service quality? Describe the quality standards and warranty options for products/services. Connection employs a comprehensive, multi-faceted approach to ensure the quality of the products and services it delivers. This includes defined return and warranty policies, robust customer satisfaction tracking, layered support and escalation mechanisms, and contractual commitments to quality and transparency. Warranty terms for each product/service are primarily sourced from the manufacturer; Connection acts as the facilitator in honoring these standards rather than specifying unique, company-wide warranty enhancements. 3 1 Describe Offeror's customer service/problem resolution process. Include hours of operation, number of services, etc. The first point of contact to resolve any customer service issue is your dedicated Account Manager. If there is a problem that your Account Manager is unable to resolve, issues are immediately escalated up the sales management chain. Escalation Team Contacts: * Corey Peterson, Director of SLED Sales Phone: 800-800-0019 ext. 75554, or 605-659-6442 * Bob Marconi, VP SLED Sales Phone: 800-800-0019 ext. 33331 * Lisa Reid (Trisciani), VP Field Sales Phone: 800-800-0019 ext. or 603-533-0916 When informed of a potential issue, they commit to respond within 2 hours to address the situation. Connection is available to Region 4 ESC members, 24 x 7, and have included the following contact for after-hour emergencies: Corey Petersen, Director SLED Sales Phone: 800-800-0019 ext. 75554 Cell: 605-659-6442 Email: corey.petersen@connection.com Additionally, there is a Connection Customer Care Center located in Keene, NH 888-213-0259 M-F 8:30am to 6:30pm, ET Vendor: GovConnection, Inc.25-06 Addendum 3Page 8 of 38 pages 3 2 Describe Offeror's invoicing process. Include payment terms and acceptable methods of payments. Offerors shall describe any associated fees pertaining to credit cards/p-cards. Customer invoicing is done daily for all shipped orders. Special development & processing may be required to generate invoices on a monthly basis. Invoices can be generated electronically and will become available to the customer via our B2B portal. Connection will not charge additional fees for P-card/Credit Card payment processing. Connection's payment terms are Net 30, by ACH, check or wire. Credit cards may be used for payment at the time of order. Net 30 accounts may not be paid by credit card. Connection can accept payments several different ways. • Credit or Procurement Cards: Connection accepts all credit or procurement cards (“P- Cards”) issued by an established and accredited bank, either online or over the phone. • Purchase Order: A purchase order with net terms may be provided. Bill to information is stored so that all invoices are directed to the exact location the customer requires. • EDI and electronic transfers. • Check payment 3 3 How will the Offeror ensure smooth contract implementation? Describe the transition plan for customers adopting the Offeror's goods/services. By continuing to partner with Connection, Region 4 ESC will have a seamless, zero-downtime transition to the new contract, with the same pricing as the current contract live on Day One in the e-procurement site. Success relies on open collaboration: Region 4 ESC will help identify needs, set system preferences, provide feedback, and communicate openly. Connection will deliver tailored contract training, develop a joint transition plan with key milestones, and promote the contract through multiple channels. Ongoing support includes sales team training, weekly calls, quarterly reviews, and flexible process updates to ensure continuous improvement, transparency, and a positive partnership. 3 4 Describe the financial condition of Offeror. With $3 billion dollars of buying power, Connection has priority access to the biggest IT brands in the industry— granting us the ability to maximize product availability. Connection is part of the Connection family of PC Connection, Inc. As such, we offer a financially stable, Fortune 1000 company you can count on. Connection has the financial ability and breadth of resources to meet all the requirements outlined within your RFP. All financial reporting for Connection Public Sector Solutions is made through our parent company PC Connection, Inc. The most current corporation financial statements and annual reports can be read at http://ir.pcconnection.com. 3 5 Provide a website link in order to review website ease of use, availability, and capabilities related to ordering, returns and reporting. Describe the website’s capabilities and functionality. Region 4 ESC-specific pricing and website can be viewed at www.govconnection.com using the login and password listed below. Login: region4bid@pcc.ide Password: Connection321. Connection delivers a robust, secure, and customizable online order management system for Region 4 ESC. Our e-commerce platform streamlines IT purchasing, offers contract-specific pricing, and restricts orders to approved products only. Unique contract codes prevent unauthorized orders—both for end-users and Connection representatives. The B2B site supports standardization, cost control, and efficiency, with customizable dashboards and agency-approved product catalogs. Over 425,000 discounted technology items are available, and real-time reporting and purchasing authorization controls boost productivity while reducing paperwork and unauthorized spend. 3 6 Describe the Offeror’s safety record. Connection’s most recently stated Experience Modification Rate (EMR) and OSHA Incident Rate are as follows: 2024 Experience Modification Rate (EMR): 0.53 2024 OSHA Incident Rate: 0.21. 3 7 Provide a brief history of the Offeror, including year it was established and corporate office location. Please also provide experience providing similar products and services. Connection was founded in 1982 by Patricia Gallup and David Hall to provide “a better way to buy information technology products,” offering expert advice, superior service, and competitive pricing. Originally known as PC Connection, the company quickly grew with the expanding personal computer market, evolving into a Fortune 1000 technology solutions provider with a strong, customer-focused model. In 2016, all subsidiaries unified under the “Connection” brand, streamlining offerings across public sector, business, and enterprise clients. Connection’s corporate headquarters are in Merrimack, NH, with legal and administrative offices in Rockville, MD, plus offices nationwide. The company also operates an ISO 9001:2015-certified Technical Integration and Distribution Center in Wilmington, OH. Vendor: GovConnection, Inc.25-06 Addendum 3Page 9 of 38 pages 3 8 What is the Offeror's reputation in the industry? Provide a brief description of the vendor's standing and reliability in the market. Connection has a strong reputation in the industry, bolstered by over four decades of experience. Connection's service quality is highly regarded, as indicated by a company-wide Net Promoter Score (NPS) of 79, which significantly exceeds industry norms. They maintain long-standing relationships with manufacturers, possess deep expertise in the public sector, and have a robust support and escalation structure tailored for complex technology environments. The company has been recognized on the Fortune 1000 list for 25 consecutive years and has received several accolades, including being named one of the “World’s Most Trustworthy Companies” by Newsweek for three years running. Additionally, Forbes has twice named Connection as “America’s Best-in-State Employers” and recognized them as one of “America’s Most Trustworthy Companies.” They have also been included in Businessweek's listing of the “Top 100 Technology Companies. 3 9 Are the Offeror's products/services well regarded? Please describe how the Offeror's products and services are perceived by customers. You are welcome to include any customer reviews or feedback to illustrate your response. Connection's products and services are well regarded in the IT industry. Connection’s company's service quality is highlighted by a commendable Net Promoter Score (NPS) of 79, as of Fall 2024, significantly above industry norms. This score reflects strong customer satisfaction and loyalty, demonstrating a positive perception of their offerings among clients. Moreover, Connection benefits from long-standing relationships with manufacturers & possesses extensive public sector expertise. Connection’s support & escalation structure are designed to cater to complex & mission-critical technological environments, further enhancing customer trust & reliability in our product & services delivery. Connection emphasizes a customer-centric approach, including dedicated account teams & custom procurement portals aimed at improving user satisfaction & maximizing adoption. Any negative experiences are managed proactively, with alternative solutions offered in rare case-specific circumstances. 4 0 Describe if distributors/dealers/resellers/subsidiaries/partners ("affiliates") will be used to fulfill the contract. Submit a list of those affiliates authorized to sell under the proposed contract. Where and how does Offeror propose to maintain an authorized affiliate list so it may be accessed by Participating Agencies? How often does the supplier propose to update the affiliate list? Confirm the Offeror reviews the financial health, debarment status and overall general capacity of authorized affiliates. Offerors who us authorized affiliates are responsible for ensuring authorized affiliates are performing in accordance with the contract. Connection delivers nationwide installation and a full suite of professional technology services—including data center, cloud, security, mobility, networking, software, and lifecycle support—to Region 4 and its member businesses. Backed by over 425,000 products and strong vendor partnerships, Connection's Account Managers and technical experts can support projects of any size and scope. When specialized expertise or geographic coverage is needed, Connection leverages a national network of more than 100 thoroughly vetted service partners to expand their capabilities. These partners are carefully selected and onboarded to provide additional services as required, and as part of the partner selection process Connection reviews financial stability, debarment status and other factors including overall capacity and quality. Subcontractors are typically engaged only when necessary for certain projects; standard product or direct sales generally do not involve third parties. Clients access these partner resources through Connection’s services team, which conducts an initial scoping call to determine project needs and assign the most suitable resources for projects requiring our partner services. 4 1 Describe the experience and qualifications of key employees. Connection’s sales force is our customers’ lifeline, so we prioritize ongoing training and development. New Account Managers complete three months of in-depth onboarding before assignment. Our team benefits from regular manufacturer-led education, certifications from industry leaders like HP, Cisco, VMware, and Microsoft, and ongoing professional development in communication, technology, and compliance. With over 140 experienced sales professionals and a Technology Solutions Group holding 2,500+ technical certifications, we align expertise to deliver responsive customer support, competitive solutions, and guidance across all major manufacturers. Vendor: GovConnection, Inc.25-06 Addendum 3Page 10 of 38 pages 4 2 Describe Offeror's experience working with the government sector. Connection has achieved industry leadership by consistently upholding rigorous standards of quality across our people, products, partnerships, & technology. Even as we continue to grow, customer satisfaction remains at the heart of our success. With a wide selection of product offerings, skilled marketing support, & a recognized track record for delivering comprehensive service, Connection consistently upholds its award-winning reputation. Connection addresses the fundamental business challenges of IT projects by first understanding each customer’s unique needs & core issues. Our staff will identify & recommend the most appropriate solutions, tailoring services to meet specific requirements, ensuring comprehensive knowledge transfer so customers can confidently maintain self-sufficiency. Following implementation, Connection provides ongoing maintenance & support to extend the reliability & lifecycle of each solution, helping customers maximize the value of their IT investments. 4 3 Describe any past or present litigation, bankruptcy, reorganization involving supplier. From time to time, GovConnection, Inc. dba Connection Public Sector Solutions or Connection is party, as plaintiff or defendant, to various types of legal proceedings, audits and claims, which arise in the ordinary course of business. Publicly available information on material matters, if any, is as reported in our SEC filings located at https://ir.connection.com 4 4 Provide Offeror's expertise in working with public sector and understanding of the unique technical regulatory requirements. Connection brings proven expertise serving thousands of public sector customers nationwide, including K–12, higher education, and government agencies for over 40 years. Specialized public sector teams understand complex technical and regulatory needs—delivering contract-compliant eCommerce solutions, robust security aligning with federal and state mandates (FERPA, CIPA, CJIS, HIPAA), and accessible (ADA/WCAG) platforms. Solutions support procurement transparency, audit readiness, and asset control. Managed, cloud, and lifecycle services are tailored for public agencies. Connection continually monitors regulatory updates to ensure customer compliance and secure, efficient operations. 4 5 Indicate if Offeror is licensed to do business in all 50 states. Yes No 4 6 Value Add - Provide any additional information related to products and services Offeror proposes to enhance and add value to the Contract. Connection has submitted a detailed Value Added Services document with our response attachments. 4 7 For Non-Normal Working Hours, indicate if there is a minimum charge of hours and what the number of hours is. If any after hours services are needed, Connection will put members in contact with the manufacturer or warranty servicing entities that are the best fit to rectify any issues you may be experiencing. Non-normal working hours may incur a fee, dependent on the situation and will be determined on a case by case basis. Vendor: GovConnection, Inc.25-06 Addendum 3Page 11 of 38 pages 4 8 How does the Offeror price their products or services? Is pricing based on a discount from a manufacturer's price list, catalog, or a fixed price? Include price and product, service, and/or solutions lists with the following information, if applicable: manufacturer or other part number, product/service description, manufacturers suggested or another list price, and net price. Connection has created an online purchasing portal that includes our full inventory of products & services at Region 4 ESC’s Account Specific Pricing Discounts for the current contract. Connection proposes to keep the current pricing model & structure – ensuring a seamless transition between the current agreement & new contract, with minimal disruption to Region 4 members who are already familiar with our pricing & online purchasing portals. Contract pricing is based on fixed discounts from our standard web catalog list price. Pricing is available via our online purchasing portal, located at www.govconnection.com. Login: region4bid@pcc.ide Password: Connection321. Pricing will be dynamic & based on the publicly available list prices at the time of order. The proposed discounts will remain firm for the term of the contract. If a percentage discount causes the sell price to fall below our standard cost, the sell price shall be adjusted & honored at Connection’s standard cost. 4 9 Describe any shipping charges (where applicable). Connection ships 99% of in-stock items same day. FREE FOB, ground shipping is offered on most products, except heavyweight, expedited, or hazardous materials. Region 4 ESC members get a wide range of delivery options: overnight, second day, ground, time-definite, and truckload. Standard carriers include USPS, UPS, FedEx, Roadway, and Yellow; "Ground Best Way" services are used as appropriate. For heavyweight (single item >150 lbs or multiple >300 lbs) or DIMM (large size/weight ratio) orders, discounted shipping and special service charges (liftgate, inside delivery, appointments) are added to invoices. BOT (Alaska/Hawaii) incurs extra fees, quoted case by case. Specialized services, including inside delivery, package removal, and setup, are available upon request through your Account Manager. 5 0 Provide pricing for warranties on all products and services. All products and services will ship with their base warranty in place, Connection does offer extended warranties on most of our available products, please contact your dedicated account manager to discuss available options and all warranties and service plans will be list minus 7% per our Products and Pricing page. 5 1 Describe any return or restocking fees. If an issue is discovered, the Region 4 ESC member will notify their Account Manager within 30 days to return the defective product, for repair, credit or replacement. After 30 days, the individual manufacturer's warranty/return policy will come into effect. All authorized non-defective returns within 30 days of receipt will not be subject to a restocking fee. After 30 days, a 15% restocking fee will be charged. Returned items must be 100% complete, contain ALL original boxes and packing material, have original UPC codes on the manufacturer's packaging, contain all blank warranty cards, accessories, and documentation provided by the manufacturer. Authorization for return may be obtained by calling your Account Manager. Members will be issued a Return Merchandise Authorization (RMA), valid for 10 days. Failure to return a product within the 10-day authorization period will be deemed to be an acceptance of the product. Exceptions may be made on a case-by-case basis. 5 2 Are there additional discounts or rebates for larger orders or other factors? Please describe any potential savings based on volume, annual spending, or other incentives. In addition to the aggressive pricing proposed herein, Connection will work with manufacturers and internal programs to apply a volume discount for orders of six (6) or more of the same item. As manufacturer practices and pricing vary widely, this offer is dependent upon the manufacturer and their ability to offer volume discounts. These opportunities will be pursued, and Connection will pass along discounts when available. 5 3 How can the Offeror ensure contract pricing? How can customers verify that they are getting the agreed-upon contract prices? There is the possibility of further discounts depending on project, order size and other factors. Please work with your dedicated account manager to discuss options. As manufacturer practices and pricing vary widely, this offer is dependent upon the manufacturer and their ability to offer volume discounts. These opportunities will be pursued, and Connection will pass along discounts when available. Vendor: GovConnection, Inc.25-06 Addendum 3Page 12 of 38 pages 5 4 How will price updates be handled? Describe the frequency and method for price adjustments during the contract term. Pricing will be dynamic and based on these publicly available list prices at the time of order and based on discounts off of our standard Web Catalog List Price. The offered discount will remain firm for the term of the contract. 5 5 How are future product introductions priced? Explain how new products or services introduced during the contract will align with current pricing? Future product introductions will be priced at the same category discounts offered within this response. We are continuously expanding our product portfolio to meet the specific needs of our customers and to offer the latest advancements in technology. In the event of a new product categories being added during the contract term, Connection is open to negotiation with OMNIA to establish a pricing guideline. 5 6 Describe any diversity programs or partners supplier does business with and how Participating Agencies may use diverse partners through the Master Agreement. Indicate how, if at all, pricing changes when using the diversity program. If there are any diversity programs, provide a list of diversity alliances and a copy of their certifications. Connection utilizes numerous small, disadvantaged, minority-owned, women-owned, HUB Zone businesses, when possible. Each situation will be analyzed, & the partner that best fits the needs of each customer will be used when possible. Connection has a Federal Government Approved Small Business Subcontracting Plan valid for FY2025, committing subcontracting dollars to small business concerns that are diverse partners. Participating Agencies may utilize diverse partners via the Master Agreement in several ways: • Agencies can request the use of specific diverse partners or set additional diversity requirements as part of a supplemental agreement, over and above the minimums set in the Master Agreement. • Pricing is analyzed for each project at time of project scoping. Contract pricing is not affected by the use of a diverse supplier. • The terms and pricing established under the Master Agreement are the same for all Participating Public Agencies, ensuring consistency and compliance. 5 7 Minority Women Business Enterprise Certification If yes, list certifying agency. N/A 5 8 Small Business Enterprise (SBE) or Disadvantaged Business Enterprise (DBE) Certification If yes, list certifying agency. N/A 5 9 Historically Underutilized Business (HUB) Certification If yes, list certifying agency. N/A 6 0 Historically Underutilized Business Zone Enterprise (HUBZone) Certification If yes, list certifying agency. N/A 6 1 Other recognized diversity certificate holder If yes, list certifying agency N/A Vendor: GovConnection, Inc.25-06 Addendum 3Page 13 of 38 pages 6 2 Describe how Supplier will transition any existing Public Agency customers’ accounts to the Master Agreement available nationally through OMNIA Partners. Include a list of current cooperative contracts (regional and national) Offeror holds and describe how the Master Agreement will be positioned among the other cooperative agreements. By partnering with Connection, the transition of any existing Public Agency customers’ accounts to the Master Agreement will be seamless. Contract pricing will be integrated within the online portal for Omnia and Region 4 ESC and will be available on Day One of the new contract, resulting in no downtime. At that point, Connection will reach out to members to discuss the new Master Agreement and their individual, dedicated e-commerce sites. The following list is a sampling of Connection’s contract launch activities used to transition accounts to the new Master Agreement: • Set up strategy sessions with the Omnia field team • Targeted call campaigns for each state talking about the value of the Region 4 ESC/Omnia Partners contract; • Set up customized websites for e-Procurement and B2B customers; • Provide marketing and information about Region 4 ESC/Omnia Partners for regional and national shows and summits; • Educate and work with major and emerging technology manufacturers with Region 4 ESC/Omnia Partners; • Create member specific agreements using the baseline of the Master Agreement; • Create special bundles and vertical specific solutions under the Master Agreement • Partner with other key Omnia Partners contract holders, i.e. Carahsoft, Grainger, etc. to bring complete, dynamic offerings to members; • Support all Omnia Partners regional summits as a top supplier; • Work with Omnia Partners executive team on development of an Amazon like Marketplace specific to Education and State and Local. By partnering with Connection, the transition of any existing Public Agency customers’ accounts to the Master Agreement will be seamless, efficient and done with ease. Contract pricing will be integrated within the Connection-created e- Procurement Omnia and Region 4 ESC and will be available on Day One of the new contract, resulting in no downtime. Connection will reach out to members to discuss the new Master Agreement and their individual, dedicated e-commerce sites. Our sales force is instrumental in informing customers of the benefits of this Master Agreement and its ease of use. Each member that has a current interest in exploring the benefits further will work with the Account Manager or Business Development Manager to further define the member’s needs and how this Master Agreement can satisfy them. Connection will target certain manufacturers to create Omnia Partners specific solutions and pricing, allowing for acquisition savings for Omnia Partners members. We will also educate customers on strategic procurement initiatives around enterprise services and solutions to provide opportunities to leverage competing technologies and manufacturers to obtain the best possible value. Connection has more than twenty (20) years’ experience successfully supporting and promoting both State and Local Education (SLED) and Federal cooperative and consortium contracts. Listed below is a sampling of Connection’s current SLED consortium / cooperative contracts. National and Multi-state Contracts that Connection holds include the below agreements. Additionally, we hold hundreds of public sector contracts supporting customers of all sizes, both as a contract owner and reseller of some of our major OEMs: • MISBO • Vizient (Novation) IT-0033 • PEPPM 2022 Supplemental Catalog Bid – PA General HW & SW Category - #532462-004 • Buy Board Cooperative Purchasing 759-25 • Buy Board Cooperative Purchasing 760-25 • Equalis-Region 10 EQ-013120-01A • 791 Purchasing Cooperative 202303002 • Harris County DOE/Choice Partners 25/018MF-26 • OMNIA Partners/Region 4 ESC Technology Solutions, Products & Services R210402 • NCPA: National Cooperative Purchasing Alliance NCPA 01- 144 • Axia Cooperative 240025 6 3 Acknowledge Supplier agrees to provide its logo(s) to OMNIA Partners and agrees to provide permission for reproduction of such logo in marketing communications and promotions. Acknowledge that use of OMNIA Partners logo will require permission for reproduction, as well. Yes No Vendor: GovConnection, Inc.25-06 Addendum 3Page 14 of 38 pages 6 4 Confirm Supplier will be proactive in direct sales of Supplier’s goods and services to Public Agencies nationwide and the timely follow up to leads established by OMNIA Partners. All sales materials are to use the OMNIA Partners logo. At a minimum, the Offeror's sales initiatives should communicate: Master Agreement was competitively solicited and publicly awarded by a Principal Procurement Agency Best government pricing No cost to participate Non-exclusive Yes No 6 5 Confirm Offeror will train its national sales force on the Master Agreement. At a minimum, sales training should include: Key features of Master Agreement Working knowledge of the solicitation process Awareness of the range of Public Agencies that can utilize the Master Agreement through OMNIA Partners Knowledge of benefits of the use of cooperative contracts Yes No 6 6 Provide the name, title, email and phone number for the person(s), who will be responsible for: Executive Support Marketing Sales Sales Support Financial Reporting Accounts Payable Contracts Executive Support: Robert Marconi, Vice President SLED Sales 800-800-0019 ext. 33331, Bob.marconi@connection.com Marketing: Autumn Terzopoulos Marketing Manager – Segment Marketing 800-800- 0019 ext., Autumn.Terzopoulos@connection.com Sales: Corey Petersen, Dir. SLED Sales 800-800-0019 ext. 75554, Corey.petersen@connection.com Sales Support: Corey Petersen, Dir. SLED Sales 800-800-0019 ext. 75554, Corey.petersen@connection.com" Financial Reporting: D'Arcy Mello, Mgr SLED Contracts 800-800-0019 ext 33811, darcy.mello@connection.com" Accounts Payable: Sharon Furtado, Director of Credit and Collections 800-800-0019 ext 2058. sharon.furtado@connection.com" Contracts: D'Arcy Mello, Mgr SLED Contracts 800-800- 0019 ext 33811 Vendor: GovConnection, Inc.25-06 Addendum 3Page 15 of 38 pages 6 7 Describe in detail how Supplier’s national sales force is structured, including contact information for the highest-level executive in charge of the sales team. Connection’s sales team is among the most experienced in the industry. We foster lasting customer partnerships by offering both primary and secondary points of contact — ensuring members have access to knowledgeable professionals who understand the specific needs of public sector IT leaders. Your dedicated Account Manager (AM) and Business Development Manager (BDM) collaborate closely with a team of specialists to support every aspect of your IT initiatives, from assessment and planning to design and implementation. They also assist with day-to-day transactions and the effective management of all relevant contract purchasing vehicles. Our team supports customers nationwide and is backed by the full support of the entire Connection executive team. Account Managers, Sales Managers, Sales Directors and our Acquisition Sales team are our inside sales force, and report to Robert Marconi, Vice President SLED Sales. The sales and services team collaborate with our manufacturers, partners, and internal experts to act as dedicated advocates for our customers. They focus on driving cost savings, enhancing service quality, and managing daily orders as well as marketing and sales activities. Connection Public Sector Solutions’ National Inside Sales Force Breakdown • Account Managers: 132 • Sales Managers: 11 • Acquisition Sales: 8 Business Development Managers report to Lisa Trisciani, Vice President Field Sales. BDMs are our outside sales force, providing sales, marketing, and product demonstrations, maintaining a local field presence within their assigned community. Vertical Alliance Managers report directly to Bob Marconi, Vice President SLED Sales and serve as an education strategist working with schools and districts around the country to: • Drive strategic initiatives • Provide strategic planning support for implementations of technology in the classroom for teaching and learning • Share experiences from other districts on how they are solving today’s education challenges • Focus on ensuring that customers get the right solutions to fit their specific needs • Carefully vet out solutions for our K-12 / HIED catalog and focus only on solutions that have the potential to positively impact the student’s outcome Connection’s national Field Sales Force Breakdown: • Business Development Managers: 18 • Vertical Alliance Managers: 3 Executive Contact Information: • Larry Kirsch, President, Phone: 800-800-0019 ext. 33020; Email: larry.kirsch@connection.com • Robert Marconi, Vice President SLED Sales, Phone: 800-800-0019 ext. 33331; Email: bob.marconi@connection.com • Lisa Trisciani, Vice President SLED Field Sales, Phone: 800-800-0019 ext. 77896; Cell: 603-533-0916; Email: lisa.trisciani@connection.com • Corey Petersen, Director, SLED Sales, Phone: 800-800-0019 ext. 75554; Email: corey.petersen@connection.com 6 8 Explain in detail how the sales teams will work with the OMNIA Partners team to implement, grow and service the national program. In addition to the strategies highlighted in the Marketing section, Connection offers a comprehensive suite of solutions to support the implementation, growth, and ongoing success of national programs. We employ a range of approaches to keep customers updated on new products and developments. As we maintain no ownership ties with our partners, we are positioned to provide the most objective, cost-effective, and up-to-date technology recommendations to Region 4 ESC and OMNIA members. Our strong partnerships also enable us to deliver technology road maps for key products whenever available. Below is a summary of methods we use to keep Region 4 ESC informed about new offerings: Product Technology Road Maps: Manufacturer representatives and Subject Matter Experts deliver detailed presentations on current and emerging technologies, road maps, and best practices, either in person or via WebEx. Product Demonstrations: Upon request, Connection and our OEM partners can provide hands-on demonstrations of new products. Lunch & Learns: We organize catered, multi- customer events where vendor partners present on the latest products and technological advancements. Speed Training or One-to-Many Events: We coordinate sessions where vendor partners provide concise updates on new technologies or offerings. Attendees rotate through a series of short, focused presentations, with opportunities to schedule follow-up discussions. Vendor Fairs: Connection manages events ranging from four to six hours in length, allowing attendees to visit vendor booths at their convenience and learn about available solutions through direct interaction with vendor representatives. Onsite Visits: Our Business Development Managers visit customer locations to understand upcoming projects, recommend suitable vendor partners, and arrange for subject matter experts to provide tailored solutions. Training: We provide guidance on leveraging your B2B website, including training on customization and sharing best practices based on proven customer use cases. We continuously assess and expand our technology offerings, introducing new products and services as they become available or in response to customer needs. Vendor: GovConnection, Inc.25-06 Addendum 3Page 16 of 38 pages 7 4 Please download and thoroughly review the Scope of Work, located on the Attachments Tab. Indicate your review and acceptance. Yes 7 5 Oral Communications concerning this RFP shall not be binding and shall in no way excuse an Offeror of the obligations set forth in this proposal. Yes 7 6 Please download and thoroughly review the Terms and Conditions, located on the Attachments Tab. Indicate your review and acceptance. Yes 7 7 Not to Exceed Pricing Region 4 ESC requests pricing be submitted as not to exceed pricing. Unlike fixed pricing, the Contractor can adjust submitted pricing lower if needed but, cannot exceed original pricing submitted. Contractor must allow for lower pricing to be available for similar product and service purchases. Cost plus pricing as a primary pricing structure is not acceptable. 7 8 Provide the number, size and location of Supplier’s distribution facilities, warehouses and retail network as applicable. With $3B in buying power, Connection has priority access to top IT brands, maximizing product availability. Our 268,000 sq. ft. ISO 9001:2015-certified Wilmington, OH, facility centrally stocks our 11,000 most-ordered items and configures equipment for rapid fulfillment, shipping 6,000 to 8,000 orders daily. Inventory is replenished via daily via next-day deliveries. We also source products directly from manufacturers and major distributors—including Ingram Micro, Tech Data, D&H, and Synnex—for fast, nationwide drop-shipments, ensuring broad product access and prompt delivery for our customers. Vendor: GovConnection, Inc.25-06 Addendum 3Page 18 of 38 pages 7 9 Provide a detailed ninety-day plan beginning from award date of the Master Agreement describing the strategy to immediately implement the Master Agreement as supplier’s primary go to market strategy for Public Agencies to supplier’s teams nationwide, to include, but not limited to: i. Executive leadership endorsement and sponsorship of the award as the public sector go-to-market strategy within first 10 days ii. Training and education of Supplier’s national sales force with participation from the Supplier’s executive leadership, along with the OMNIA Partners team within first 90 days This 90-day rollout plan outlines Connection’s approach to launching the Master Agreement as the primary go-to- market strategy for Public Agencies nationwide. The strategy ensures rapid cross-team adoption, visible executive commitment, robust enablement for sales and operations, and collaboration with OMNIA Partners. Each phase includes clear objectives, action items, and deliverables to maximize contract utilization and public sector impact. Phase 1: Executive Endorsement & Internal Launch (Days 1–10) Objective: Establish the Master Agreement as the public sector priority via executive sponsorship. • Announcement: CEO and key executives issue a company-wide email and/or video, emphasizing the contract’s strategic importance, benefits, and organizational commitment. • National Town Hall: Host a virtual, all-hands meeting led by executives and public sector leadership; include OMNIA Partners to highlight partnership value. • Strategic Alignment: Share the vision, key metrics, benefits for public sector customers, and team expectations. Distribute an FAQ and a quick reference guide. Phase 2: Readiness, Enablement & Communication (Days 10–30) Objective: Equip teams, systems, and processes to operationalize the Master Agreement. • Sales Playbook: Develop and distribute a playbook covering contract details, scope, eligibility, pricing, differentiators, compliance, and quoting processes. • Targeted Communication: Segment updates for sales leaders, field/inside reps, contracts, and support teams. • Enablement Resources: Launch a digital portal housing resources—templates, FAQs, customer materials, and brand assets—aligned to the new agreement. • OMNIA Partners Onboarding: Hold planning session with OMNIA Partners leadership to sync on training, outreach calendar, and joint messaging. Phase 3: National Sales Training & Engagement (Days 31–70) Objective: Ensure consistent, contract-focused execution across all public sector-facing teams with OMNIA Partners’ direct input. • Training Modules: Deliver a series of mandatory, instructor-led webinars (live/recorded), led jointly by executives, subject matter experts, and OMNIA Partners. o Topics: contract overview, eligible agencies/use cases, sales processes, compliance, systems updates, and top customer FAQs. • Certification: Require completion of a knowledge assessment for all customer-facing staff; issue recognition (e.g., “contract champion” badges). • Deep Dives: Host vertical-specific workshops with OMNIA Partners (K12, Higher Ed, State, Local) for targeted market strategies. Phase 4: Field Activation & Performance Acceleration (Days 71–90) Objective: Drive early adoption, pipeline growth, and measure initial contract utilization. • Marketing Launch: Deploy public sector-focused collateral via email, web, and social; enable sales teams to deliver tailored outreach to key accounts and prospects. • First 50 Accounts: Rapidly target and pursue high-potential public sector opportunities to establish early contract wins; provide real-time support via rep helpdesk. • Field Reinforcement: Hold live Q&A with executives and OMNIA Partners to address in-field questions, share early wins, and reinforce success. • Measurement: Monitor pipeline activity, contract usage rates, and customer feedback; share progress in weekly leadership reviews and adjust rollout as needed. This plan ensures rapid, coordinated deployment of the Master Agreement as the core public sector strategy, leveraging cross-functional alignment, education, OMNIA partnership, and early measurable outcomes. Vendor: GovConnection, Inc.25-06 Addendum 3Page 19 of 38 pages 8 0 Provide a detailed ninety-day plan beginning from award date of the Master Agreement describing the strategy to market the Master Agreement to current Participating Public Agencies, existing Public Agency customers of Supplier, as well as to prospective Public Agencies nationwide immediately upon award, to include, but not limited to: i. Creation and distribution of a co-branded press release to trade publications ii. Announcement, Master Agreement details and contact information published on the Supplier’s website within first 90 days iii. Design, publication and distribution of co-branded marketing materials within first 90 days iv. Commitment to attendance and participation with OMNIA Partners at national (i.e. NIGP Annual Forum, NPI Conference, etc.), regional (i.e. Regional NIGP Chapter Meetings, Regional Cooperative Summits, etc.) and supplier-specific trade shows, conferences and meetings throughout the term of the Master Agreement v. Commitment to attend, exhibit and participate at the NIGP Annual Forum in an area reserved by OMNIA Partners for partner suppliers. Booth space will be purchased and staffed by Supplier. In addition, Supplier commits to provide reasonable assistance to the overall promotion and marketing efforts for the NIGP Annual Forum, as directed by OMNIA Partners. vi. Design and publication of national and regional advertising in trade publications throughout the term of the Master Agreement vii. Ongoing marketing and promotion of the Master Agreement throughout its term (case studies, collateral pieces, presentations, promotions, etc.) viii. Dedicated OMNIA Partners internet web-based homepage on Supplier’s website with: • OMNIA Partners standard logo; • Copy of original Request for Proposal; • Copy of Master Agreement and amendments between Principal Procurement Agency and Supplier; • Summary of Products and pricing; • Marketing Materials • Electronic link to OMNIA Partners’ website including the online registration page; • A dedicated toll-free number and email address for OMNIA Partners i. Connection will be able to professionally write and distribute a co-branded press release to trade publications within 90 days. ii. Connection currently has an OMNIA Partners landing page on our website. The page could be updated with an announcement, agreement details and contact information within two weeks of receiving that information. iii. Connection has a full creative department that would be able to create co-branded marketing targeted towards K-12, Higher Education and State and Local government within two weeks of award announcement. This would be distributed to our inside and field sales teams and added to the OMNIA Partners landing page on our website. We would also include these materials as collateral used in tradeshows we attend. iv. Connection has a full creative department that would be able to create co-branded marketing targeted towards K-12, Higher Education and State and Local government within two weeks of award announcement. This would be distributed to our inside and field sales teams and added to the OMNIA Partners landing page on our website. We would also include these materials as collateral used in tradeshows we attend. v. Connection commits to attending, exhibiting and participating at the NIGP Annual Forum in the OMNIA Partners reserved area. We will present a professional booth with applicable technology demos, knowledgeable booth staff and fun giveaways. vi. Connection is experienced in producing print and digital advertising and will be able to provide appropriate ads to participate in trade publications. vii. Connection is committed to promoting the OMNIA Partners Master Agreement throughout the term. Our marketing manager will work with the marketing contact at OMNIA Partners to build a relationship and work on promotion ideas and campaigns to strengthen the relationship and provide value. Connection will be able to produce professional looking case studies, collateral pieces, presentations, emails, social media and more to promote the Master Agreement. viii. As a current OMNIA Partners Master Agreement holder, we have an OMNIA Partners landing page. A link from our home page will help direct customers to this page quickly. This page can be updated, or a new page created to include all the new documents supporting the Master Agreement which would include, but are not limited to: • OMNIA Partners standard logo; • Copy of original Request for Proposal; • Copy of Master Agreement and amendments between Principal Procurement Agency and Supplier; • Summary of Products and pricing; • Marketing Materials • Electronic link to OMNIA Partners’ website including the online registration page; • A dedicated toll-free number and email address for OMNIA Partners. 8 1 GENERAL TERMS AND CONDITIONS Respondent agrees to comply with the Contract and General Terms and Conditions provided as an attachment to this online bid event. Any deviations to the Contract and General Terms and Conditions may be provided using the procedures set forth in the attribute pertaining to deviations. I certify compliance with this attribute. Vendor: GovConnection, Inc.25-06 Addendum 3Page 20 of 38 pages 8 2 DEVIATIONS TO TERMS AND CONDITIONS Any Deviation from the RFP documents, including the General Terms and Conditions, Notice to Offeror, or any other document presented with terms for consideration by the proposer MUST be documented and presented on the Deviation Form and attached to this electronic bid event via an electronic upload to the "Response Attachments" tab. In addition to indicating the requested deviations on the form, additional pages may be provided to more thoroughly explain each deviation listed on the Deviation Form. I certify compliance with this attribute. 8 3 FELONY CONVICTION NOTIFICATION State of Texas Legislative Senate Bill No. 1 Section 44.034, Notification of Criminal History, Subsection (a), states “a person or business entity that enters into an agreement with a school district must give advance notice to the district if the person or an owner or operator of the business entity has been convicted of a felony. The notice must include a general description of the conduct resulting in the conviction of a felony”. Subsection (b) states “a school district may terminate the agreement with a person or business entity if the district determines that the person or business entity failed to give notice as required by Subsection (a), or misrepresented the conduct resulting in the conviction. The district must compensate the person or business entity for services performed before the termination of the contract”. Subsection (c) states “this section does not apply to a publicly held corporation”. Use the list of values associated with this item to identify your status as it relates to this legal requirement. Not Applicable-firm is a publicly held corporation 8 4 NAME OF FELON AND NATURE OF FELONY, IF APPLICABLE If response to previous attribute was "Felon - person/owner IS a convicted felon", vendor shall give the name of the felon and details of conviction. If you did not answer "Felon - person/owner IS a convicted felon" in the previous question, type "N/A" in the respective field. N/A 8 5 CRIMINAL HISTORY RECORDS REVIEW OF CERTAIN CONTRACT EMPLOYEES Texas Education Code Chapter §22.0834 requires that criminal history records be obtained regarding covered employees of entities that contract with a school entity in Texas to provide services for that school entity (“Contractors”) and entities that contract with school entity contractors (“Subcontractors”). Covered employees with disqualifying criminal histories are prohibited from serving at a school entity. Contractors/Subcontractors contracting with a school entity shall (1) maintain compliance with the requirements of Texas Education Code Chapter 22 to the school entity; and (2) require that each of their subcontractors complies with the requirements of Texas Education Code Chapter 22. Contractors performing work at a school entity in Texas must comply with these statutes. Compliance includes providing or causing employees and sub-contractor employees to provide requested information and fingerprinting upon request. Covered employees: Employees of a Contractor/Subcontractor who have or will have continuing duties related to the service to be performed at a school entity and have or will have direct contact with students. The school entity will be the final arbiter of what constitutes continuing duties and direct contact with students at their school. I certify compliance with this attribute. Vendor: GovConnection, Inc.25-06 Addendum 3Page 21 of 38 pages 8 6 HISTORICALLY UNDERUTILIZED BUSINESS (HUB) CERTIFICATION Businesses that have been certified by the Texas Building and Procurement Commission (TBPC) or other qualified agency as Historically Underutilized Business (HUB) entities are encouraged to indicate their HUB status when responding to this proposal invitation. The electronic catalogs will indicate HUB certifications for vendors that properly indicate and document their HUB certification on this form. Select one of the available options: OPTION A: My business has NOT been certified as HUB. OPTION B: I certify that my business has been certified as a Historically Underutilized Business (HUB), and I have/will upload the certification information into the "Response Attachments" Tab located in this online bidding event. OPTION A - Not HUB 8 7 DISCLOSURE OF INTERESTED PARTIES Texas state law requires the Disclosure of Interested Parties be filed with a public entity, including regional service centers and school districts, for any contract which: (1) requires an action or vote by the governing body; or (2) has a value of $1 million or more; or (3) for any services provided that would require an individual to register as a lobbyist under TX Gov’t Code Chapter 305. NOTE: This form is not required if the vendor is a publicly-traded business entity, including a wholly-owned subsidiary of the business entity (a company in which ownership is dispersed among the general public via shares of stock which are traded via at least one stock exchange or over-the-counter market). If you are required by law to submit this form, it must be completed online at the Texas Ethics Commission website. Obtain a numbered certificate and click the link below to access the instructions and to complete this required form. Upon completion, vendors required to submit the form must attach it to the proposal via the "Response Attachments" Tab. Click here to complete the form on the Texas Ethic Commission's 1295 Form webpage. Please note: The District must verify receipt of all required 1295 forms received within 30 days on the Texas Ethics Commission website. This verification does not indicate a contract award. Contract awards will be issued via direct communication from the Region 4 ESC Purchasing Department. A contract requiring a Disclosure of Interested Parties form is voidable at any time if: (1) the governmental entity or state agency submits to the business entity written notice of the business entity's failure to provide the required disclosure; and (2) the business entity fails to submit to the governmental entity or state agency the required disclosure on or before the 10th business day after the date the business entity receives the written notice. IF UNDER LAW YOU ARE EXEMPT FROM SUBMITTING THIS 1295 FORM, PROPOSERS MUST SUBMIT A DOCUMENT THAT SHOWS PROOF OR PROVIDES EXPLANATION OF THIS EXEMPTION. THE FOLLOWING CONTRACTS ARE EXEMPT FROM THE REQUIREMENTS OF TEXAS DISCLOSURE OF INTERESTED PARTIES LAWS: • a sponsored research contract of an institution of higher education; • an interagency contract of a state agency or an institution of higher education; • a contract related to health and human services if: • the value of the contract cannot be determined at the time the contract is executed; and • any qualified vendor is eligible for the contract; • a contract with a publicly traded business entity, including a wholly owned subsidiary of the business entity; • a contract with an electric utility, as that term is defined by Section 31.002, Utilities Code; or • a contract with a gas utility, as that term is defined by Section 121.001, Utilities Code. I certify compliance with this attribute. Vendor: GovConnection, Inc.25-06 Addendum 3Page 22 of 38 pages 8 8 CONFLICT OF INTEREST QUESTIONNAIRE Region 4 Education Service Center (Region 4) is required to comply with Texas Local Government Code Chapter 176, Disclosure of Certain Relationships with Local Government Officers. House Bill 23 significantly changed Chapter 176 as well as the required disclosures and the corresponding forms. As of September 1, 2015, any vendor who does business with Region 4 or who seeks to do business with Region 4 must fill out the new Conflict of Interest Questionnaire (CIQ) if a conflict of interest exists. A conflict of interest exists in the following situations: 1) If the vendor has an employment or other business relationship with a local government officer of Region 4 or a family member of the officer, as described by section 176.003(a)(2)(A) of the Texas Local Government Code; or 2) If the vendor has given a local government officer of Region 4, or a family member of the officer, one or more gifts with the aggregate value of $100, excluding any gift accepted by the officer or a family member of the officer if the gift is: (a) a political contribution as defined by Title 15 of the Election Code; or (b) a gift of food accepted as a guest; or 3) If the vendor has a family relationship with a local government officer of Region 4. “Vendor” means a person who enters or seeks to enter into a contract with a local governmental entity. The term includes an agent of a vendor. The term includes an officer or employee of a state agency when that individual is acting in a private capacity to enter into a contract. The term does not include a state agency except for Texas Correctional Industries. Texas Local Government Code 176.001(7). “Business relationship” means a connection between two or more parties based on commercial activity of one of the parties. The term does not include a connection based on: (A) a transaction that is subject to rate or fee regulation by a federal, state, or local governmental entity or an agency of a federal, state, or local governmental entity; (B) a transaction conducted at a price and subject to terms available to the public; or (C) a purchase or lease of goods or services from a person that is chartered by a state or federal agency and that is subject to regular examination by, and reporting to, that agency. Texas Local Government Code 176.001(3). “Family relationship” means a relationship between a person and another person within the third degree by consanguinity or the second degree by affinity, as those terms are defined by Subchapter B, Chapter 573, Government Code. Texas Local Government Code 176.001(2-a). “Local government officer” means: (A) a member of the governing body of a local governmental entity; (B) a director, superintendent, administrator, president, or other person designated as the executive officer of a local governmental entity; or (C) an agent of a local governmental entity who exercises discretion in the planning, recommending, selecting, or contracting of a vendor. Texas Local Government Code 176.001(4). Individuals serving as a Member of the Board of Directors, the Executive Director, Cabinet Members, and other local government officers may be found at: https://www.esc4.net/about/about-region-4. For additional information on Conflict of Interest Questionnaire, and the statutes that mandate it, please visit the following links: Texas Local Government Code, Section 176 Texas House Bill 23 A blank Conflict of Interest Questionnaire is available by clicking: https://www.ethics.state.tx.us/data/forms/conflict/CIQ.pdf. If your firm is required to return a completed Conflict of Interest Questionnaire with your proposal submission, use the "Response Attachments" Tab to upload the completed document. I certify compliance with this attribute. Vendor: GovConnection, Inc.25-06 Addendum 3Page 23 of 38 pages 8 9 ENTITITES THAT BOYCOTT ISRAEL Pursuant to Chapter 2271 of the Texas Government Code, the Respondent hereby certifies and verifies that neither the Respondent , nor any affiliate, subsidiary, or parent company of the Respondent , if any (the “Respondent Companies”), boycotts Israel, and the Respondent agrees that the Respondent and Respondent Companies will not boycott Israel during the term of this Agreement. For purposes of this Agreement, the term “boycott” shall mean and include refusing to deal with, terminating business activities with, or otherwise taking any action that is intended to penalize, inflict economic harm on, or limit commercial relations with Israel, or with a person or entity doing business in Israel or in an Israeli-controlled territory, but does not include an action made for ordinary business purposes. EXCEPTIONS: Clause only applies to contracts and contractors that meet the following criteria: (i) Respondent is not a sole proprietorship; (ii) with 10 or more full-time employees; and (iii) with a contract to be paid a value of $100,000 or more wholly or partially from public funds of the governmental entity. I certify compliance with this attribute. 9 0 FOREIGN TERRORIST ORGANIZATIONS Section 2252.152 of the Texas Government Code prohibits Region 4 ESC from awarding a contract to any person who does business with Iran, Sudan, or a foreign terrorist organization as defined in Section 2252.151 of the Texas Government Code. Respondent certifies that it not ineligible to receive the contract. I certify compliance with this attribute. 9 1 FIREARMS ENTITIES AND TRADE ASSOCIATIONS DISCRIMINATION Respondent verifies that: (1) it does not, and will not for the duration of the contract, have a practice, policy, guidance, or directive that discriminates against a firearm entity or firearm trade association or (2) the verification required by Section 2274.002 of the Texas Government Code does not apply to the contract. If circumstances relevant to this provision change during the course of the contract, Respondent shall promptly notify Region 4 ESC. APPLICABILITY: This clause applies only to a contract that: (1) is between a governmental entity and a company with at least 10 full-time employees; and (2) has a value of at least $100,000 that is paid wholly or partly from public funds of the governmental entity. EXCEPTIONS: This clause is not required when a state Agency: (1) contracts with a sole-source provider; or (2) does not receive any bids from a company that is able to provide the written verification required by Section 2274.002(b) of the Texas Government Code. I certify compliance with this attribute. 9 2 ENERGY COMPANY BOYCOTT PROHIBITED Respondent represents and warrants that: (1) it does not, and will not for the duration of the contract, boycott energy companies or (2) the verification required by Section 2274.002 of the Texas Government Code does not apply to the contract. If circumstances relevant to this provision change during the course of the contract, Respondent shall promptly notify Region 4 ESC. EXCEPTIONS: Clause only applies to contracts and contractors that meet the following criteria: (i) a “company” within the definitions of Section 2274.001(2) of the Tex. Gov’t Code; (ii) with 10 or more full-time employees; and (iii) with a contract to be paid a value of $100,000 or more wholly or partially from public funds of the governmental entity. I certify compliance with this attribute. 9 3 CRITICAL INFRASTRUCTURE AFFIRMATION Pursuant to Government Code Section 2274.0102, Respondent certifies that neither it nor its parent company, nor any affiliate of Respondent or its parent company, is: (1) majority owned or controlled by citizens or governmental entities of China, Iran, North Korea, Russia, or any other country designated by the Governor under Government Code Section 2274.0103, or (2) headquartered in any of those countries. EXCEPTION: Clause only applies to solicitations and contracts in which the contractor would be granted direct or remote access to or control of critical infrastructure, as defined by Section 2274.0101 of the Texas Government Code, in this state, other than access specifically allowed for product warranty and support purposes. The Governor of the State of Texas may designate countries as a threat to critical infrastructure under Section 2274.0103 of the Texas Government Code. Agencies should promptly add any country that is designated by the Governor to this clause.” I certify compliance with this attribute. Vendor: GovConnection, Inc.25-06 Addendum 3Page 24 of 38 pages 9 4 OPEN RECORDS POLICY All proposals, information and documents submitted are subject to the Public Information Act requirements governed by the State of Texas once a Contract(s) is executed. If an Offeror believes its response, or parts of its response, may be exempted from disclosure, the Offeror must specify page-by-page and line-by-line the parts of the response, which it believes, are exempt and include detailed reasons to substantiate the exemption. Price is not confidential and will not be withheld. Any unmarked information will be considered public information and released, if requested under the Public Information Act. The determination of whether information is confidential and not subject to disclosure is the duty of the Office of Attorney General (OAG). Region 4 ESC must provide the OAG sufficient information to render an opinion and therefore, vague and general claims to confidentiality by the Offeror are not acceptable. Region 4 ESC must comply with the opinions of the OAG. Region 4 ESC assumes no responsibility for asserting legal arguments on behalf of any Offeror. Offeror is advised to consult with their legal counsel concerning disclosure issues resulting from this procurement process and to take precautions to safeguard trade secrets and other proprietary information. Check one of the following responses to the Acknowledgment and Acceptance of Region 4 ESC’s Open Records Policy below: OPTION A: We acknowledge Region 4 ESC’s Open Records Policy and declare that no information submitted with this proposal, or any part of our proposal, is exempt from disclosure under the Public Information Act. OPTION B: We declare the following information to be a trade secret or proprietary and exempt from disclosure under the Public Information Act and these requested exemptions are uploaded into the "Response Attachments" Tab located in this online bidding event. (Note: Offeror must specify page-by-page and line-by-line the parts of the response, which it believes, are exempt. In addition, Offeror must include detailed reasons to substantiate the exemption(s). Price is not confidential and will not be withheld. All information believed to be a trade secret or proprietary must be listed. It is further understood that failure to identify such information, in strict accordance with the instructions, will result in that information being considered public information and released, if requested under the Public Information Act.) OPTION A - No proprietary information 9 5 CONSENT TO RELEASE PROPOSAL TABULATION Notwithstanding anything explicitly and properly declared as Confidential or Proprietary Information to the contrary, by submitting a Proposal, Vendor consents and agrees that, upon Contract award, the District may publicly release, including posting on the public Region 4 ESC and/or OMNIA Partners website(s), a copy of the proposal tabulation for the Contract including Vendor name; proposed catalog/pricelist name(s); proposed percentage discount(s), unit price(s), hourly labor rate(s), or other specified pricing; and Vendor award notice information. I certify compliance with this attribute. Vendor: GovConnection, Inc.25-06 Addendum 3Page 25 of 38 pages 9 6 CONTRACTING INFORMATION If Vendor is not a governmental body and (a) this Agreement has a stated expenditure of at least $1 million in public funds for the purchase of goods or services by REGION 4 ESC; or (b) this Agreement results in the expenditure of at least $1 million in public funds for the purchase of goods or services by REGION 4 ESC in a fiscal year of REGION 4 ESC, the following certification shall apply; otherwise, this certification is not required. As required by Tex. Gov’t Code § 552.374(b), the following statement is included in the RFP and the Agreement (unless the Agreement is (1) related to the purchase or underwriting of a public security; (2) is or may be used as collateral on a loan; or (3) proceeds from which are used to pay debt service of a public security of loan): “The requirements of Subchapter J, Chapter 552, Government Code, may apply to this RFP and Agreement and the contractor or vendor agrees that the contract can be terminated if the contractor or vendor knowingly or intentionally fails to comply with a requirement of that subchapter.” Pursuant to Subchapter J, Chapter 552, Texas Government Code, the Vendor hereby certifies and agrees to (1) preserve all contracting information related to this Agreement as provided by the records retention requirements applicable to REGION 4 ESC for the duration of the Agreement; (2) promptly provide to REGION 4 ESC any contracting information related to the Agreement that is in the custody or possession of the Vendor on request of REGION 4 ESC; and (3) on completion of the Agreement, either (a) provide at no cost to AISD all contracting information related to the Agreement that is in the custody or possession of Vendor, or (b) preserve the contracting information related to the Agreement as provided by the records retention requirements applicable to REGION 4 ESC. I certify compliance with this attribute. 9 7 ANTI-TRUST CERTIFICATION STATEMENT Vendor affirms under penalty of perjury of the laws of the State of Texas that: (1) I am duly authorized to execute this contract on my own behalf or on behalf of the company, corporation, firm, partnership or individual (Company) listed below; (2) In connection with this bid, neither I nor any representative of the Company have violated any provision of the Texas Free Enterprise and Antitrust Act, Tex. Bus. & Comm. Code Chapter 15; (3) In connection with this bid, neither I nor any representative of the Company have violated any federal antitrust law; and (4) Neither I nor any representative of the Company have directly or indirectly communicated any of the contents of this bid to a competitor of the Company or any other company, corporation, firm, partnership or individual engaged in the same line of business as the Company. I certify compliance with this attribute. 9 8 FEDERAL RULE (A) - CONTRACT TERM VIOLATIONS (A) Contracts for more than the simplified acquisition threshold currently set at $250,000 (2 CFR §200.320), which is the inflation adjusted amount determined by the Civilian Agency Acquisition Council and the Defense Acquisition Regulations Council (Councils) as authorized by 41 U.S.C. 1908, must address administrative, contractual, or legal remedies in instances where contractors violate or breach contract terms, and provide for such sanctions and penalties as appropriate. Pursuant to Federal Rule (A) above, when federal funds are expended by Region 4 ESC, Region 4 ESC reserves all rights and privileges under the applicable laws and regulations with respect to this procurement in the event of breach of contract by either party. I certify compliance with this attribute. Vendor: GovConnection, Inc.25-06 Addendum 3Page 26 of 38 pages 9 9 FEDERAL RULE (B) - TERMINATION CONDITIONS (B) Termination for cause and for convenience by the grantee or subgrantee including the manner by which it will be effected and the basis for settlement. (All contracts in excess of $10,000) Pursuant to Federal Rule (B) above, when federal funds are expended by REGION 4 ESC, REGION 4 ESC reserves the right to immediately terminate any agreement in excess of $10,000 resulting from this procurement process in the event of a breach or default of the agreement by Vendor, in the event vendor fails to: (1) meet schedules, deadlines, and/or delivery dates within the time specified in the procurement solicitation, contract, and/or a purchase order; (2) make any payments owed; or (3) otherwise perform in accordance with the contract and/or the procurement solicitation; (4) to the greatest extent authorized by law, if an award no longer effectuates the program goals or priorities of the Federal awarding agency or REGION 4 ESC. REGION 4 ESC also reserves the right to terminate the contract immediately, with written notice to vendor, for convenience, if REGION 4 ESC believes, in its sole discretion that it is in the best interest of REGION 4 ESC to do so. The vendor will be compensated for work performed and accepted and goods accepted by REGION 4 ESC as of the termination date if the contract is terminated for convenience of REGION 4 ESC. Any award under this procurement process is not exclusive and REGION 4 ESC reserves the right to purchase goods and services from other vendors when it is in the best interest of REGION 4 ESC. I certify compliance with this attribute. 1 0 0 FEDERAL RULE (C) - EQUAL EMPLOYMENT OPPORTUNITY (C) Except as otherwise provided under 41 CFR Part 60, all contracts that meet the definition of “federally assisted construction contract” in 41 CFR Part 60-1.3 must include the equal opportunity clause provided under 41 CFR 60- 1.4(b), in accordance with Executive Order 11246, “Equal Employment Opportunity” (30 FR 12319, 12935, 3 CFR Part, 1964-1965 Comp., p. 339), as amended by Executive Order 11375, “Amending Executive Order 11246 Relating to Equal Employment Opportunity,” and implementing regulations at 41 CFR part 60, “Office of Federal Contract Compliance Programs, Equal Employment Opportunity, Department of Labor.” It is the policy of REGION 4 ESC not to discriminate on the basis of race, color, national origin, gender, limited English proficiency or disabling conditions in its programs. Vendor agrees not to discriminate against any employee or applicant for employment to be employed in the performance of this Contract, with respect to hire, tenure, terms, conditions and privileges of employment, or a matter directly or indirectly related to employment, because of age (except where based on a bona fide occupational qualification), sex (except where based on a bona fide occupational qualification) or race, color, religion, national origin, or ancestry. Vendor further agrees that every subcontract entered into for the performance of this Contract shall contain a provision requiring non-discrimination in employment herein specified binding upon each subcontractor. Breach of this covenant may be regarded as a material breach of the Contract. Pursuant to Federal Rule (C) and the requirements stated above, when federal funds are expended by REGION 4 ESC on any federally assisted construction contract, the equal opportunity clause is incorporated by reference herein. I certify compliance with this attribute. Vendor: GovConnection, Inc.25-06 Addendum 3Page 27 of 38 pages 1 0 1 FEDERAL RULE (D) - DAVIS BACON ACT/COPELAND ACT (D) Davis-Bacon Act, as amended (40 U.S.C. 3141-3148). When required by Federal program legislation, all prime construction contracts in excess of $2,000 awarded by non-Federal entities must include a provision for compliance with the Davis-Bacon Act (40 U.S.C. 3141-3144, and 3146- 3148) as supplemented by Department of Labor regulations (29 CFR Part 5, “Labor Standards Provisions Applicable to Contracts Covering Federally Financed and Assisted Construction”). In accordance with the statute, contractors must be required to pay wages to laborers and mechanics at a rate not less than the prevailing wages specified in a wage determination made by the Secretary of Labor. In addition, contractors must be required to pay wages not less than once a week. The non-Federal entity must place a copy of the current prevailing wage determination issued by the Department of Labor in each solicitation. The decision to award a contract or subcontract must be conditioned upon the acceptance of the wage determination. The non-Federal entity must report all suspected or reported violations to the Federal awarding agency. The contracts must also include a provision for compliance with the Copeland “Anti-Kickback” Act (40 U.S.C. 3145), as supplemented by Department of Labor regulations (29 CFR Part 3, “Contractors and Subcontractors on Public Building or Public Work Financed in Whole or in Part by Loans or Grants from the United States”). The Act provides that each contractor or subrecipient must be prohibited from inducing, by any means, any person employed in the construction, completion, or repair of public work, to give up any part of the compensation to which he or she is otherwise entitled. The non-Federal entity must report all suspected or reported violations to the Federal awarding agency. Pursuant to Federal Rule (D) above, when federal funds are expended by REGION4 ESC, during the term of an award for all contracts and subgrants for construction or repair, the vendor will be in compliance with all applicable Davis-Bacon Act provisions. I certify compliance with this attribute. 1 0 2 FEDERAL RULE (E) - CONTRACT WORK HOURS AND SAFETY STANDARDS ACT (E) (40 U.S.C. 3701-3708). Where applicable, all contracts awarded by the non-Federal entity in excess of $100,000 that involve the employment of mechanics or laborers must include a provision for compliance with 40 U.S.C. 3702 and 3704, as supplemented by Department of Labor regulations (29 CFR Part 5). Under 40 U.S.C. 3702 of the Act, each contractor must be required to compute the wages of every mechanic and laborer on the basis of a standard work week of 40 hours. Work in excess of the standard work week is permissible provided that the worker is compensated at a rate of not less than one and a half times the basic rate of pay for all hours worked in excess of 40 hours in the work week. The requirements of 40 U.S.C. 3704 are applicable to construction work and provide that no laborer or mechanic must be required to work in surroundings or under working conditions which are unsanitary, hazardous or dangerous. These requirements do not apply to the purchases of supplies or materials or articles ordinarily available on the open market, or contracts for transportation or transmission of intelligence. Pursuant to Federal Rule (E) above, when federal funds are expended by REGION 4 ESC, the vendor certifies that during the term of an award for all contracts by REGION 4 ESC resulting from this procurement process, the vendor will be in compliance with all applicable provisions of the Contract Work Hours and Safety Standards Act. I certify compliance with this attribute. 1 0 3 FEDERAL RULE (F) - RIGHTS TO INVENTIONS MADE UNDER A CONTRACT OR AGREEMENT (F)If the Federal award meets the definition of “funding agreement” under 37 CFR §401.2 (a) and the recipient or subrecipient wishes to enter into a contract with a small business firm or nonprofit organization regarding the substitution of parties, assignment or performance of experimental, developmental, or research work under that “funding agreement,” the recipient or subrecipient must comply with the requirements of 37 CFR Part 401, “Rights to Inventions Made by Nonprofit Organizations and Small Business Firms Under Government Grants, Contracts and Cooperative Agreements,” and any implementing regulations issued by the awarding agency. Pursuant to Federal Rule (F) above, when federal funds are expended by REGION 4 ESC, the vendor certifies that during the term of an award for all contracts by REGION 4 ESC resulting from this procurement process, the vendor agrees to comply with all applicable requirements as referenced in Federal Rule (F) above. I certify compliance with this attribute. Vendor: GovConnection, Inc.25-06 Addendum 3Page 28 of 38 pages 1 0 4 FEDERAL RULE (G) - CLEAN AIR ACT/FEDERAL WATER POLLUTION CONTROL ACT (G) The Clean Air Act (42 U.S.C. 7401-7671q.) and the Federal Water Pollution Control Act (33 U.S.C. 1251- 1387), as amended—Contracts and subgrants of amounts in excess of $150,000 must contain a provision that requires the non-Federal award to agree to comply with all applicable standards, orders or regulations issued pursuant to the Clean Air Act (42 U.S.C. 7401-7671q) and the Federal Water Pollution Control Act as amended (33 U.S.C. 1251- 1387). Violations must be reported to the Federal awarding agency and the Regional Office of the Environmental Protection Agency (EPA). When federal funds are expended by REGION 4 ESC for any contract resulting from this procurement process, the vendor certifies that the vendor will be in compliance with mandatory standards and policies relating to energy efficiency which are contained in the state energy conservation plan issued in compliance with the Energy Policy and Conservation Act (Pub. L. 94-163, 89 Stat. 871). When federal funds are expended by REGION 4 ESC for any contract resulting from this procurement process in excess of $100,000, the vendor certifies that the vendor is in compliance with all applicable standards, orders, regulations, and/or requirements issued pursuant to the Clean Air Act of 1970, as amended (42 U.S.C. 1857(h)), Section 508 of the Clean Water Act, as amended (33 U.S.C. 1368), Executive Order 117389 and Environmental Protection Agency Regulation, 40 CFR Part 15. Pursuant to Federal Rule (G) above, when federal funds are expended by REGION 4 ESC, the vendor certifies that during the term of an award for all contracts by REGION 4 ESC resulting from this procurement process, the vendor agrees to comply with all applicable requirements as referenced in Federal Rule (G) above. I certify compliance with this attribute. 1 0 5 FEDERAL RULE (H) - DEBARMENT AND SUSPENSION (H) (Executive Orders 12549 and 12689)—A contract award (see 2 CFR 180.220) must not be made to parties listed on the governmentwide exclusions in the System for Award Management (SAM), in accordance with the OMB guidelines at 2 CFR 180 that implement Executive Orders 12549 (3 CFR part 1986 Comp., p. 189) and 12689 (3 CFR part 1989 Comp., p. 235), “Debarment and Suspension.” SAM Exclusions contains the names of parties debarred, suspended, or otherwise excluded by agencies, as well as parties declared ineligible under statutory or regulatory authority other than Executive Order 12549. Pursuant to Federal Rule (H) above, when federal funds are expended by REGION 4 ESC, the vendor certifies that during the term of an award for all contracts by REGION 4 ESC resulting from this procurement process, the vendor certifies that neither it nor its principals is presently debarred, suspended, proposed for debarment, declared ineligible, or voluntarily excluded from participation by any federal department or agency or by the State of Texas. Vendor shall immediately provide written notice to REGION 4 ESC if at any time the vendor learns that this certification was erroneous when submitted or has become erroneous by reason of changed circumstances. REGION 4 ESC may rely upon a certification of a vendor that the vendor is not debarred, suspended, ineligible, or voluntarily excluded from the covered contract, unless REGION 4 ESC knows the certification is erroneous. I certify compliance with this attribute. Vendor: GovConnection, Inc.25-06 Addendum 3Page 29 of 38 pages 1 0 6 FEDERAL RULE (I) - BYRD ANTI-LOBBYING AMENDMENT (I) (31 U.S.C. 1352)—Contractors that apply or bid for an award exceeding $100,000 must file the required certification. Each tier certifies to the tier above that it will not and has not used Federal appropriated funds to pay any person or organization for influencing or attempting to influence an officer or employee of any agency, a member of Congress, officer or employee of Congress, or an employee of a member of Congress in connection with obtaining any Federal contract, grant or any other award covered by 31 U.S.C. 1352. Each tier must also disclose any lobbying with non-Federal funds that takes place in connection with obtaining any Federal award. Such disclosures are forwarded from tier to tier up to the non-Federal award. Pursuant to Federal Rule (I) above, when federal funds are expended by REGION 4 ESC, the vendor certifies that during the term and after the awarded term of an award for all contracts by REGION 4 ESC resulting from this procurement process, the vendor certifies that it is in compliance with all applicable provisions of the Byrd Anti- Lobbying Amendment (31 U.S.C. 1352). The undersigned further certifies that: (1) No Federal appropriated funds have been paid or will be paid by or on behalf of the undersigned, to any person for influencing or attempting to influence an officer or employee of any agency, a Member of Congress, an officer or employee of Congress, or an employee of a Member of Congress in connection with the awarding of a Federal contract, the making of a Federal grant, the making of a Federal loan, the entering into a cooperative agreement, and the extension, continuation, renewal, amendment, or modification of a Federal contract, grant, loan, or cooperative agreement. (2) If any funds other than Federal appropriated funds have been paid or will be paid to any person for influencing or attempting to influence an officer or employee of any agency, a Member of Congress, an officer or employee of Congress, or an employee of a Member of Congress in connection with this Federal contract, grant, loan, or cooperative agreement, the undersigned shall complete and submit Standard Form-LLL, “Disclosure Form to Report Lobbying”, in accordance with its instructions. (3) The undersigned shall require that the language of this certification be included in the award documents for all subawards at all tiers (including subcontracts, subgrants, and contracts under grants, loans, and cooperative agreements) and that all subrecipients shall certify and disclose accordingly. This certification is a material representation of fact upon which reliance was placed when this transaction was made or entered into. Submission of this certificate is a prerequisite for making or entering into this transaction imposed by Section 1352, title 31, U.S. Code. Any person who fails to file the required certification shall be subject to a civil penalty of not less than $10,000 and not more than $100,000 for each such failure. I certify compliance with this attribute. 1 0 7 FEDERAL RULE (J) - PROCUREMENT OF RECOVERED MATERIALS (J) When federal funds are expended by REGION 4 ESC, REGION 4 ESC and its contractors must comply with section 6002 of the Solid Waste Disposal Act, as amended by the Resource Conservation and Recovery Act. The requirements of Section 6002 include: (1) procuring only items designated in guidelines of the Environmental Protection Agency (EPA) at 40 CFR part 247 that contain the highest percentage of recovered materials practicable, consistent with maintaining a satisfactory level of competition, where the purchase price of the item exceeds $10,000 or the value of the quantity acquired during the preceding fiscal year exceeded $10,000; (2) procuring solid waste management services in a manner that maximizes energy and resource recovery; and (3) establishing an affirmative procurement program for procurement of recovered materials identified in the EPA guidelines. Pursuant to Federal Rule (J) above, when federal funds are expended REGION 4 ESC, as required by the Resource Conservation and Recovery Act of 1976 (42 U.S.C. § 6962(c)(3)(A)(i)), the vendor certifies, by signing this document, that the percentage of recovered materials content for EPA-designated items to be delivered or used in the performance of the contract will be at least the amount required by the applicable contract specifications or other contractual requirements. I certify compliance with this attribute. Vendor: GovConnection, Inc.25-06 Addendum 3Page 30 of 38 pages 1 0 8 FEDERAL RULE (K) - PROHIBITION ON CERTAIN TELECOM AND SURVEILLANCE SERVICE AND EQUIPMENT (K) Region 4 ESC, as a non-federal entity, is prohibited from obligating or expending Federal financial assistance, to include loan or grant funds, to: (1) procure or obtain, (2) extend or renew a contract to procure or obtain, or (3) enter into a contract (or extend or renew a contract) to procure or obtain, equipment, services, or systems that uses covered telecommunications equipment or services as a substantial or essential component of any system, or as a critical technology as part of any system. Covered telecommunications equipment is telecommunications equipment produced Huawei Technologies Company or ZTE Corporation (or any subsidiary or affiliate of such entities) and physical security surveillance of critical infrastructure and other national security purposes, and video surveillance and telecommunications equipment produced by Hytera Communications Corporation, Hangzhou Hikvision Digital Technology Company, or Dahua Technology Company (or any subsidiary or affiliate of such entities) for the purpose of public safety, security of government facilities, physical security surveillance of critical infrastructure, and other national security purposes detailed in 2 CFR § 200.216. The Respondent certifies that it will not purchase equipment, services, or systems that use covered telecommunications, as defined herein, as a substantial or essential component of any system, or as critical technology as part of any system. I certify compliance with this attribute. 1 0 9 FEDERAL RULE (L) - BUY AMERICAN PROVISIONS (L) As appropriate and to the extent consistent with law, REGION 4 ESC has a preference for the purchase, acquisition, or use of goods, products, or materials produced in the United States, including but not limited to iron, aluminum, steel, cement, and other manufactured products, when spending federal funds. Vendor agrees that the requirements of this section will be included in all subawards including all contracts and purchase orders for work or products under this award, to the greatest extent practicable under a Federal award. Purchases that are made with non-federal funds or grants are excluded from the Buy American Act. Vendor certifies that it is in compliance with all applicable provisions of the Buy American Act. Purchases made in accordance with the Buy American Act must still follow the applicable procurement rules calling for free and open competition. “Produced in the United States” means, for iron and steel products, that all manufacturing processes, from the initial melting stage through the application of coatings, occurred in the United States. “Manufactured products” means items and construction materials composed in whole or in part of non-ferrous metals such as aluminum; plastics and polymer-based products such as polyvinyl chloride pipe; aggregates such as concrete; glass, including optical fiber; and lumber. I certify compliance with this attribute. 1 1 0 FEDERAL RULE - REQUIRED AFFIRMATIVE STEPES FOR SMALL, MINORITY, AND WOMEN-OWNED FIRMS FOR CONTRACTS PAID FOR WITH FEDERAL FUNDS When federal funds are expended by REGION 4 ESC, Vendor is required to take all affirmative steps set forth in 2 CFR 200.321 to solicit and reach out to small, minority and women owned firms for any subcontracting opportunities on the project, including: 1) Placing qualified small and minority businesses and women's business enterprises on solicitation lists; 2) Assuring that small and minority businesses, and women's business enterprises are solicited whenever they are potential sources; 3) Dividing total requirements, when economically feasible, into smaller tasks or quantities to permit maximum participation by small and minority businesses, and women's business enterprises; 4) Establishing delivery schedules, where the requirement permits, which encourage participation by small and minority businesses, and women's business enterprises; and 5) Using the services and assistance, as appropriate, of such organizations as the Small Business Administration and the Minority Business Development Agency of the Department of Commerce. I certify compliance with this attribute. Vendor: GovConnection, Inc.25-06 Addendum 3Page 31 of 38 pages 1 1 1 FEDERAL RULE - FEDERAL RECORD RETENTION When federal funds are expended by REGION 4 ESC for any contract resulting from this procurement process, the vendor certifies that it will comply with the record retention requirements detailed in 2 CFR §200.334. The vendor further certifies that vendor will retain all records as required by 2 CFR §200.334 for a period of five (5) years after grantees or subgrantees submit final expenditure reports or quarterly or annual financial reports, as applicable, and all other pending matters are closed. Vendor agrees that REGION 4 ESC, Inspector General, Department of Homeland Security, FEMA, the Comptroller General of the United States, or any of their duly authorized representatives shall have access to any books, documents, papers and records of Vendor, and its successors, transferees, assignees, and subcontractors that are directly pertinent to the Contract for the purpose of making audits, examinations, excerpts, and transcriptions. The right also includes timely and reasonable access to Vendor’s personnel for the purpose of interview and discussion relating to such documents. Vendor agrees to permit any of the foregoing parties to reproduce by any means whatsoever or to copy excerpts and transcriptions as reasonably needed. Vendor agrees to provide the FEMA Administrator or his authorized representative access to construction or other work sites pertaining to the work being completed under the Contract. I certify compliance with this attribute. 1 1 2 FEDERAL RULE - PROFIT NEGOTIATION For purchases using Federal funds in excess of $250,000, REGION 4 ESC may be required to negotiate profit as a separate element of the price. (See 2 CFR 200.324(b)). When required by REGION 4 ESC, Vendor agrees to provide information relating to profitability of the given transaction and itemize the profit margin as a separate element of the price. I certify compliance with this attribute. 1 1 3 FEDERAL RULE - SOLID WASTE DISPOSAL ACT A non-Federal entity that is a state agency or agency of a political subdivision of a state and its contractors must comply with section 6002 of the Sold Waste Disposal Act, as amended by the Resource Conservation and Recovery Act. The requirements of Section 6002 include procuring only items designated in guidelines of the Environmental Protection Agency (EPA) at 40 CFR Part 247 that contain the highest percentage of recovered materials practicable, consistent with maintaining a satisfactory level of competition, where the purchase price of the item exceeds $10,000 or the value of the quantity acquired during the preceding fiscal year exceed $10,000; procuring sold waste management services in a manner that maximizes energy and resource recovery; and establishing an affirmative procurement program for procurement of recovered materials identified in the EPA guidelines. (78 FR 78608, Dec. 26, 2013, as amended at 79 FR 75885, Dec. 19, 2014.) Pursuant to this federal rule, when federal funds are expended by REGION 4 ESC, the vendor certifies that during the term of all contracts resulting from this procurement process, the vendor agrees to comply with all applicable requirements as referenced in this paragraph. I certify compliance with this attribute. 1 1 4 APPLICABLITY TO SUBCONTRACTORS Vendor agrees that all contracts it awards pursuant to this procurement action shall be bound by the terms and conditions of this procurement action. I certify compliance with this attribute. 1 1 5 COMPLIANCE WITH THE ENERGY POLICY AND CONSERVATION ACT When REGION 4 ESC expends federal funds for any contract resulting from this procurement process, Vendor certifies that it will comply with the mandatory standards and policies relating to energy efficiency which are contained in the state energy conservation plan issued in compliance with the Energy Policy and Conservation Act (42 U.S.C. 6321 et seq.; 49 C.F.R. Part 18). I certify compliance with this attribute. Vendor: GovConnection, Inc.25-06 Addendum 3Page 32 of 38 pages 1 1 6 INDEMNIFICATION Acts or Omissions Vendor shall indemnify and hold harmless Region 4, AND/OR THEIR OFFICERS, AGENTS, EMPLOYEES, REPRESENTATIVES, CONTRACTORS, ASSIGNEES, AND/OR DESIGNEES FROM ANY AND ALL LIABILITY, ACTIONS, CLAIMS, DEMANDS, OR SUITS, AND ALL RELATED COSTS, ATTORNEY FEES, AND EXPENSES arising out of, or resulting from any acts or omissions of the Vendor or its agents, employees, subcontractors, Order Fulfillers, or suppliers of subcontractors in the execution or performance of the Contract and any Purchase Orders issued under the Contract. Infringements a) Vendor shall indemnify and hold harmless Region 4 and Customers, AND/OR THEIR EMPLOYEES, AGENTS, REPRESENTATIVES, CONTRACTORS, ASSIGNEES, AND/OR DESIGNEES from any and all third party claims involving infringement of United States patents, copyrights, trade and service marks, and any other intellectual or intangible property rights in connection with the PERFORMANCES OR ACTIONS OF VENDOR PURSUANT TO THIS CONTRACT. VENDOR AND THE CUSTOMER AGREE TO FURNISH TIMELY WRITTEN NOTICE TO EACH OTHER OF ANY SUCH CLAIM. VENDOR SHALL BE LIABLE TO PAY ALL COSTS OF DEFENSE INCLUDING ATTORNEYS’ FEES. b) Vendor shall have no liability under this section if the alleged infringement is caused in whole or in part by: (i) use of the product or service for a purpose or in a manner for which the product or service was not designed, (ii) any modification made to the product without Vendor’s written approval, (iii) any modifications made to the product by the Vendor pursuant to Customer’s specific instructions, (iv) any intellectual property right owned by or licensed to Customer, or (v) any use of the product or service by Customer that is not in conformity with the terms of any applicable license agreement. c) If Vendor becomes aware of an actual or potential claim, or Customer provides Vendor with notice of an actual or potential claim, Vendor may (or in the case of an injunction against Customer, shall), at Vendor’s sole option and expense; (i) procure for the Customer the right to continue to use the affected portion of the product or service, or (ii) modify or replace the affected portion of the product or service with functionally equivalent or superior product or service so that Customer’s use is non-infringing. Taxes/Workers’ Compensation/Unemployment Insurance – Including Indemnity a) VENDOR AGREES AND ACKNOWLEDGES THAT DURING THE EXISTENCE OF THIS CONTRACT, VENDOR SHALL BE ENTIRELY RESPONSIBLE FOR THE LIABILITY AND PAYMENT OF VENDOR’S AND VENDOR’S EMPLOYEES’ TAXES OF WHATEVER KIND, ARISING OUT OF THE PERFORMANCES IN THIS CONTRACT. VENDOR AGREES TO COMPLY WITH ALL STATE AND FEDERAL LAWS APPLICABLE TO ANY SUCH PERSONS, INCLUDING LAWS REGARDING WAGES, TAXES, INSURANCE, AND WORKERS’ COMPENSATION. THE CUSTOMER AND/OR REGION 4 SHALL NOT BE LIABLE TO THE VENDOR, ITS EMPLOYEES, AGENTS, OR OTHERS FOR THE PAYMENT OF TAXES OR THE PROVISION OF UNEMPLOYMENT INSURANCE AND/OR WORKERS’ COMPENSATION OR ANY BENEFIT AVAILABLE TO A STATE EMPLOYEE OR EMPLOYEE OF ANOTHER GOVERNMENTAL ENTITY CUSTOMER. b) VENDOR AGREES TO INDEMNIFY AND HOLD HARMLESS CUSTOMERS, REGION 4 AND/OR THEIR EMPLOYEES, AGENTS, REPRESENTATIVES, CONTRACTORS, AND/OR ASSIGNEES FROM ANY AND ALL LIABILITY, ACTIONS, CLAIMS, DEMANDS, OR SUITS, AND ALL RELATED COSTS, ATTORNEYS’ FEES, AND EXPENSES, RELATING TO TAX LIABILITY, UNEMPLOYMENT INSURANCE AND/OR WORKERS’ COMPENSATION IN ITS PERFORMANCE UNDER THIS CONTRACT, VENDOR SHALL BE LIABLE TO PAY ALL COSTS OF DEFENSE INCLUDING ATTORNEYS’ FEES. I certify compliance with this attribute. 1 1 7 EXCESS OBLIGATIONS PROHIBITED Proposer understands that all obligations of Region 4 ESC under the contract are subject to the availability of state funds. If such funds are not appropriated or become unavailable, the contract may be terminated by Region 4 ESC. I certify compliance with this attribute. 1 1 8 SUSPENSION AND DEBARMENT Respondent certifies that neither it nor its principals are debarred, suspended, proposed for debarment, declared ineligible, or otherwise excluded from participation in the contract by any state or federal agency. I certify compliance with this attribute. Vendor: GovConnection, Inc.25-06 Addendum 3Page 33 of 38 pages 1 1 9 CHANGE IN LAW AND COMPLIANCE WITH LAWS Proposer shall comply with all laws, regulations, requirements and guidelines applicable to a vendor providing services and products required by the contract to the Region 4 ESC, as these laws, regulations, requirements and guidelines currently exist and as amended throughout the term of the contract. Region 4 ESC reserves the right, in its sole discretion, to unilaterally amend the contract prior to award and throughout the term of the contract to incorporate any modifications necessary for compliance with all applicable state and federal laws, regulations, requirements and guidelines. I certify compliance with this attribute. 1 2 0 Does the Offerors offer provide a percentage discount for different categories of products/services? If yes, please describe the discounts for each category. The discount shall remain the same throughout the term of the contract and at the renewal options Connection is offering pricing in the form of fixed discounts from our standard web catalog list price on all products and SKU’d services. The pricing model is one that is fluid and adaptive to the market. As our list prices automatically change to meet demand in the market, account-specific pricing will also automatically change for Region 4 ESC members. This list price is available via our web site catalog located at www.connection.com/ps, and we have provided the Products and Pricing document with our response. We offer discounts by product category. Pricing will be dynamic and based on these publicly available list prices at the time of order. All the Region 4 ESC account- specific pricing will offer our sales team the flexibility to work with vendors and manufacturers to negotiate additional discounts when available. Region 4’s discounted pricing can be viewed at www.govconnection.com by using the following login and password listed below: Login: region4bid@pcc.ide Password: Connection321 The offered discount will remain firm for the term of the contract. If a percentage discount causes the sell price to fall below our standard cost, the sell price shall be adjusted and honored at Connection’s standard cost. However, contract fees cannot be paid on purchases made at Connection's standard cost. 1 2 1 Has the Offeror had a previous business relationship with Region 4? Briefly describe any past contracts or interactions. Connection has a long standing partnership with Region 4 ESC spanning decades, providing a wide range of techology products, services and solutions. Our current agreement with Region 4 ESC covers a comprehensive range of IT hardware, software, cloud solutions, managed services, and professional services. The current #R210402 national master agreement is conducted in partnership with OMNIA Partners through cooperative purchasing and available to public sector entities nationwide — expanding Connection’s engagement beyond Texas to state and local governments, K-12, higher education, and non-profits nationally. Connection's existing engagements with Region 4 and OMNIA partners includes contract negotiation, national roll-out, marketing, customer support, and participation in Region 4 ESC’s cooperative purchasing framework. Connection is widely recognized as a qualified supplier due to its long, successful history serving Region 4 ESC and its participating member agencies. 1 2 2 Does the Offeror have any conflicts of interest with any employees of Region 4 ESC? Please explain any potential conflicts that may exist and submit the proper documentation required under Texas law if a conflict does exist. Connection does not have any conflicts of interest with any employees of Region 4 ESC to the best of our knowledge at the time of submittal. 1 2 3 Total number and location of salespersons employed by Supplier. Connection has approximately 135 salespersons, with physical offices in Rockville, MD, Merrimack NH, and Wilmington, OH that support public sector, with a variety of work schedules including in-office, hybrid and remote roles. In addition, Connection has 35 employees supporting public sector in a variety of administrative, marketing, contract operations, sales operations and other support roles that work in those locations or remotely. Vendor: GovConnection, Inc.25-06 Addendum 3Page 34 of 38 pages 1 2 4 Please provide the number and location of support centers (if applicable) and location of corporate office. Connection has 4 locations supporting public sector including our Headquarters located at 2275 Research Boulevard, Suite 360, Rockville, MD. 20850. Additional locations include our Merrimack Office, 732 Milford Road, Merrimack, NH. 03054, Willington Office, 3336 Progress Way, Building #11, Wilmington, OH, 45177 and our Dakota Dunes Office located at 800 Stevens Port Drive, Suite 900, Dakota Dunes, SD, 57049. 1 2 5 Please provide the annual sales for the three previous fiscal years. Please submit FEIN and Dunn & Bradstreet report. Connection's annual sales for the previous 3 years were: 2024 $2.8B, 2023 $2.9B, 2022 $3.1B. Connection is a publicly traded company on NASDAQ, CNXN. For more information, please visit our Investor Relations page at https://ir.connection.com/?cm_sp=content-_-about-us-_-investor-relations&. Connection's FEIN is 52-1837891, and a copy of Connection's Dunn & Bradstreet report is included in our supporting documentation. 1 2 6 List any relationships with subcontractors or affiliates intended to be used when providing services and identify if subcontractors meet minority-owned standards. If any, list which certifications subcontractors hold and certifying agency. Connection delivers nationwide installation and professional services to Region 4 and its members, covering data center, cloud, security, mobility, networking, software, and lifecycle needs. With extensive vendor partnerships and a selection of over 425,000 products, our technical experts can support projects of any size. When specialized skills or broader coverage are needed, we draw from a premier partner network of 100+ vetted service providers across the country. Partner selection is determined through an initial scoping call to ensure the right expertise, resources, and timely fulfillment for each customer requirement. Connection combines extensive pre-vetting with a detailed, project-level scoping process to ensure the selected service provider is both highly qualified and the best match for each customer’s specific needs. This approach provides flexibility, quality assurance, and transparency —ensuring every project is staffed by the most suitable partner available. 1 2 7 Describe how supplier differentiates itself from its competitors. Connection differentiates itself through an experienced, relationship-driven sales force, ensuring continuity and deep understanding of client needs. The company invests heavily in customized inventory and rapid fulfillment via its Technology Integration and Distribution Center, supporting quick response and tailored solutions. Seamless transitions, integrated e-Procurement, and a nationwide distribution network enable Connection to deliver efficient, reliable, and customized IT solutions—setting us apart from competitors who may lack this level of personalized service and operational scale. We don't just get IT, we solve IT for our customers. Vendor: GovConnection, Inc.25-06 Addendum 3Page 35 of 38 pages 1 2 8 Describe any green or environmental initiatives or policies. Connection demonstrates a robust, organization-wide commitment to environmental stewardship, integrating sustainability into operations, corporate culture, and business strategy. The 2024 Sustainability Report provides clear evidence of Connection’s focused initiatives and continuous progress. 1. Corporate Sustainability Governance Connection's ESG (Environmental, Social, and Governance) program is guided by a dedicated ESG Manager, reporting to the SVP of Operations, and overseen by senior leadership and the Board. The program aligns with the Sustainability Accounting Standards Board (SASB), United Nations Global Compact (UNGC), and UN Sustainable Development Goals (SDGs). 2. Energy Efficiency and Facilities Energy-efficient practices are implemented across all major sites, including the 268,000 sq. ft. Technology Integration and Distribution Center (TIDC). Facilities feature LED lighting, skylights for natural light, occupancy sensors, insulated exteriors, and automated HVAC systems. The Tampa, FL office is housed in a LEED Silver-certified building, and Connection prioritizes green-certified spaces for new leases or renovations. 3. Carbon Emissions and Climate Risk Connection calculates and transparently reports Scope 1, 2, and 3 greenhouse gas emissions according to the Greenhouse Gas Protocol, obtaining third-party assurance for Scope 1 and 2. The company regularly collaborates with suppliers to reduce emissions and is working toward alignment with the Task Force on Climate- related Financial Disclosures (TCFD). 4. Waste Management and Resource Efficiency Comprehensive recycling programs cover cardboard (approx. 140 tons/year), paper, toner, shrink wrap, airbags, and e-waste, all managed through certified partners. Packaging improvements include eliminating foam packing peanuts, adopting cartons with 45–65% recycled content and 40% recycled packing paper, and maximizing pallet and dunnage reuse. All offices operate in repurposed buildings, reducing construction impact. 5. Product Lifecycle and IT Asset Disposition (ITAD) Tens of thousands of IT asset units annually are processed through a rigorous ITAD program for data sanitization, recycling, refurbishment, or responsible donation, targeting zero waste to landfill. Depot repair and return programs extend product life and further reduce electronic waste. 6. Sustainable Procurement and Supply Chain A strict Supplier Code of Conduct prohibits child and forced labor and requires environmentally responsible practices, in line with the UN Global Compact and SDGs. Connection partners with programs like Lenovo 360 Circle, HP Amplify Impact, and Cisco Environmental Sustainability Specialization to drive eco-friendly procurement and industry collaboration. 7. Employee Engagement and Community Involvement Employees engage in sustainability through the “Green Pledge,” Earth Day campaigns, and the “Connection Cares” volunteer platform, with paid time allotted for community and environmental work. 8. Product Transparency, Compliance, and Certifications Connection’s product catalog highlights ENERGY STAR, EPEAT, TCO, and RoHS certifications. All new company technology acquisitions prioritize sustainability labels wherever possible. 9. Transparent Reporting and Recognition The 2024 Sustainability Report adheres to SASB standards. Connection is recognized by Newsweek, Forbes, and TIME for trustworthiness and ethical business practices. Notable 2024 Achievements: Recycled over 191.5 tons of waste at the TIDC, with only 49 tons sent to landfill. Processed 42,580 ITAD units and returned 59,666 depot-repair items to inventory in one year. Continued supplier engagement and third-party emissions verification to refine sustainability practices. 1 2 9 Describe how supplier proposes to distribute the products/service nationwide. Include any states where products and services will not be offered under the Master Agreement, including U.S. Territories and Outlying Areas. At our TIDC, unlike many IT Resellers, we are heavily invested in stocking and maintaining customized inventory, consisting of our most frequently ordered items. Connection has rapid access to products, can offer value-added custom configuration services at our ISO-Certified TIDC. This strategic location is within one hour of three metro areas, giving greater access to a large skilled labor pool as well as a wide range of transportation providers. This facility is also within a two-hour drive to UPS’ Louisville Air Express Hub; within 3-day UPS ground transit time to 74% of the population. For additional information on the dependable and seamless distribution and fulfillment offered by Connection’s state-of-the-art Custom Configuration / Distribution Center, we hope you will enjoy the video located at the bottom of the page via the following link: http://www.govconnection.com/technology- services/distribution-and- configuration-center Supplementing the efforts of our Distribution and Configuration Center are our approximately 38 nationwide drop-ship partner locations. These locations blanket the country and are distribution centers for partners such as, but not limited to, Synnex, Ingram Micro, Tech Data, D&H and Douglas Stewart. Products from these locations ship for next-day delivery, of in-stock products, provided orders are placed by 3:00 p.m. ET. Connection’s delivery options are among the most convenient in the industry. Members designate their desired shipping levels at the time of purchase; options include next-day, next-day early morning, two-day, ground, Saturday delivery, and other standard alternatives. Customers may also utilize their own shipping accounts. Vendor: GovConnection, Inc.25-06 Addendum 3Page 36 of 38 pages 1 3 0 Identify all other companies that will be involved in processing, handling or shipping the products/service to the end user. Supplementing the efforts of our Distribution and Configuration Center are our distribution partners, whose locations blanket the country, for expeditious nationwide delivery. Products from these locations ship for next-day delivery, of in-stock products, provided orders are placed by 3:00 p.m. ET. Heavyweight order cutoff time is 12:00 Noon and will not always be available for next day delivery. These partners include: • AB Distributing: Arlington Heights, IL; North Las Vegas, NV • Axiom: Irvine, CA • Blue Star: Florence, KY • D&H: Atlanta, GA; California; Chicago, IL; Harrisburg, PA; Harrisburg-West, PA • Digital Storage: Columbus, OH • Douglas Stewart: Madison, WI; Sparks, NV • Edge Technology: Pflugerville, TX • Ingram Micro: Carol Stream, IL; Carrollton, TX; Jonestown, PA; Millington, TN; Mira Loma, CA; Plainfield, IN • Scansource: Southhaven, MS • Synnex: Beaverton, OR; Chantilly, VA; Chicago, IL; Dallas, TX; Fremont, CA; Grove City, OH; Keasby, NJ; Miami, FL; Olive Branch, MS; Ontario, CA • Tech Data: Fontana, CA; Ft. Worth, TX; Miami, FL; South Bend, IN; Suwanee, GA; Swedesboro, NJ Currently, Connection utilizes the following Shipping/Freight Carriers: • UPS • FedEx • FedEx Freight • Pitt Ohio • US Postal Service • Panther • CEVA • Pegasus • XPO • DBA • MMS • Clipper Ship • Globaltranz • TQL • DS Freight 1 3 1 Provide ordering methods, online ordering, order tracking, search options, order history. Connection’s ordering and support infrastructure for Region 4 ESC ensures participants have transparent control over purchasing, order status, contract compliance, supported by a dedicated public sector contract team. We offer multiple ordering methods including: • Online: Customers may place orders directly through our existing online portal configured for Region 4 ESC & OMNIA Partners. The portal provides real-time catalog access, pricing, contract terms and the ability to review order history and reporting capabilities. • Email: Orders can be submitted via email to a designated account representative or general orders inbox. Requests for quotes, formal purchase orders, or questions can also be directed by email. • Phone: Customers can place orders, request assistance, or discuss product options with Connection’s public sector sales team over the phone. • Fax: Fax may be accepted for purchase orders, but this method is rarely used and largely replaced by email and web options. 1 3 2 Can the vendor provide all requested goods and services? Explain how the Offeror's products/services fulfill Region 4's needs. Include whether specific categories or items are excluded. Connection delivers a complete portfolio to Region 4 ESC—a wide catalog of IT hardware, software, and accessories, plus managed, cloud, and professional services for deployment and lifecycle management. The contract supports Region 4 ESC, its members, and public entities nationwide via OMNIA Partners. Flexible ordering (online portal, email, phone), real-time tracking, custom reporting, and dedicated support streamline procurement. Connection provides custom procurement portals, account teams, and user training to ensure full alignment with Region 4 ESC needs, with rare exclusions managed case by case. 1 3 3 What standard price adjustments can be anticipated? Identify any standard increases related to cost-of- living adjustments or other factors that may impact pricing throughout the duration of the contract. Pricing will be dynamic and based on these publicly available list prices at the time of order. The offered discount will remain firm for the term of the contract. IT pricing can be voliatle based on economic conditions and other factors including product availblity and other conditions outside of Connection's control. We strive to keep our prices the same where possible, and discounts off of Web Category List Price will remain the same during the life of the contract. 1 3 4 What is the Offeror's capability to meet service and warranty needs? Detail how service requests and warranty claims will be handled. Connection resells 425,000+ products from 1,600+ manufacturers. Warranty, technical support, and replacement parts are governed by each manufacturer’s terms and handled case by case. Connection passes through all manufacturer warranties and will provide service facility details and contacts upon request. Additional technical support depends on the product and warranty, but sales support is always available at no additional charge. Connection warrants good title to products sold, but makes no independent product performance or fitness warranties, and does not provide separate indemnification; any manufacturer indemnities are passed through. For exact coverage, members should request details for specific products. Vendor: GovConnection, Inc.25-06 Addendum 3Page 37 of 38 pages 1 3 5 What is the Offeror's capability to comply with laws and rules relating to historically underutilized businesses, if any? Confirm compliance and include any relevant details. Connection fully complies with all applicable laws and rules relating to historically underutilized businesses, including those required by Region 4 ESC and the State of Texas. Although not HUB-certified, Connection demonstrates commitment through active supplier diversity initiatives, submission of required compliance documentation, and ongoing good faith efforts to include HUBs in contract performance. These practices align with and exceed standard public sector contract compliance expectations. 1 3 6 Are there any additional factors identified in the request for proposal that are relevant to the decision for award? Connection and OMNIA’s partnership delivers long-term, scalable IT value to public sector customers nationwide, built on a durable contract structure, ongoing governance, national sales enablement, and outstanding customer support. With Connection’s financial strength, Fortune 1000 recognition, and NPS of 79, our track record ensures high performance and stability. Retaining our current pricing model allows for seamless contract transitions and continued cost-efficient, transparent procurement. Comprehensive implementation support, dedicated relationship management, and proactive marketing enable consistent, compliant solutions that serve government, education, and nonprofit organizations on a national scale. 1 3 7 What is the long-term cost impact of the Offeror's products/services? Describe how the pricing and services offered affect Region 4's long-term costs. Connection and OMNIA’s partnership delivers sustainable long-term cost savings for Region 4 by retaining current pricing, ensuring seamless contract transitions, and enabling transparent, cost-efficient cooperative procurement. The partnership’s national reach, proactive governance, and record of financial stability and high performance (NPS 79, Fortune 1000) assure consistent value. Comprehensive implementation support, account management, and ongoing customer training streamline adoption, reduce administrative burden, and maintain compliance, minimizing total long-term costs for Region 4 and its agencies. 1 3 8 Describe in detail what level of assistance will be provided to a Participating Agency to secure e-rate funding. Identify how much effort will be required in obtaining this funding. Specify the services available to the agency for project planning, specialized program assistance, and other services provided to the agency dealing with the E- Rate program. Connection supports hundreds of districts nationwide, with active customers across the US. In 2024, nearly half of Connection’s education business was attributed to K-12 institutions, highlighting the focus and breadth of the education program. Recent enhancements include Increased capacity for rapid-response delivery from their Technology Integration and Distribution Center, supporting large-scale K-12 deployments alongside E-Rate opportunities and expanded marketing technology stack (MarTech), supporting more targeted and efficient outreach to school districts Connection has created a dedicated team to proactively reach out & address responding to ERate opportunities and assist customers in maximizing their experience with USAC Funding. The ERate team consists of regional based Account managers, and dedicated resources from our Capture Management, Contracts & Proposal teams. Connection’s promotion of the E-Rate program in K-12 is a coordinated effort across education-focused marketing, personalized account management, expert-led guidance, vendor partnerships, and constant engagement with customer needs at every touchpoint. Vendor: GovConnection, Inc.25-06 Addendum 3Page 38 of 38 pages Region 4 Education Service Center Value Added Services ©2025 PC Connection, Inc. All rights reserved. Connection®, GovConnection®, and we solve I are trademarks of PC Connection, Inc. All other copyrights and trademarks remain the property of their respective owners. C742028-0418 ©2025 PC Connection, Inc. All rights reserved. Connection®, GovConnection®, and we solve IT™ are trademarks of PC Connection, Inc. All other copyrights and trademarks remain the property of their respective owners. C742028-0418 Longstanding Relationship with Region 4 ESC & OMNIA For more than 20 years, Connection has partnered closely with Region 4 ESC, serving as both a proposer and contract holder while delivering comprehensive technology solutions. Our involvement encompasses regional and national cooperative contracts initially with TCPN, then NIPA, and currently with OMNIA Partners helping Region 4 ESC fulfill its mission by offering robust procurement channels, exceptional customer support, and a dedicated compliance infrastructure to public agencies across the country. From our first cooperative contract with Region 4 ESC under TCPN, which provided competitively solicited contracts to schools, colleges, governments, and nonprofits, Connection has played an active role supporting Region 4 ESC as both an individual entity and as a lead agency. As the cooperative purchasing industry consolidated from TCPN to NIPA and now to OMNIA Partners, Connection has adapted and grown alongside Region 4 ESC and its national membership. This consolidation into OMNIA Partners represents a significant step toward greater unity and efficiency in public sector cooperative purchasing. For Connection and our public sector clients, the transition maintains access to competitively awarded, fully compliant master agreements, now enhanced by broader national support, expanded resources, and streamlined administration. Thanks to our longstanding relationship and deep understanding of Region 4 ESC’s approach, members have experienced minimal to no disruption throughout these transitions. In fact, members now benefit from wider access, easier program onboarding, and the assurance of using a market-leading contract vehicle built for transparency, efficiency, and auditability in public procurement. Throughout every phase of this evolution, Connection has been dedicated to supporting Region 4 ESC’s leadership role in national cooperative contracting, both as a lead agency and as a valued member agency. We commend Region 4 ESC for its continued excellence and innovation in contract administration. Looking forward, Connection’s collaboration with OMNIA Partners—and our commitment to Region 4 ESC will continue to provide sustained cost savings by maintaining current contract pricing under the new Master Agreement, ensuring smooth contract transitions, and promoting cost-effective cooperative procurement. Drawing on our national reach, robust governance, financial stability, and high performance (NPS 79, Fortune 1000), Connection remains dedicated to delivering value. Our comprehensive support—including implementation, account management, and ongoing training—ensures smooth adoption, reduces administrative workload, maintains compliance, and helps minimize long-term costs for Region 4 ESC, OMNIA Partners, and their members. ©2025 PC Connection, Inc. All rights reserved. Connection®, GovConnection®, and we solve IT™ are trademarks of PC Connection, Inc. All other copyrights and trademarks remain the property of their respective owners. C742028-0418 Connecting Value with Contract Expertise Connection believes in a world of IT where choosing the technology that Region 4 ESC and OMNIA members need feels simple, not stressful. That’s what motivates to always put the customer first – to serve as an extension of their team. As organizations face challenges caused by the ever-evolving worlds of business and technology, our experts are there to provide solutions, services, and capabilities backed by real-world experience and deep knowledge. Whether it’s optimizing a digital workspace or modernizing infrastructure, Connection helps organizations prepare for and adapt to what comes next. We connect people with technology to enhance growth, elevate productivity and empower innovation. Change Happens, Expertise Wins. Connection’s Evolution As technology transforms human capabilities, it significantly boosts productivity, efficiency, and agility, leading the way toward unprecedented opportunities for growth and innovation. Connection is dedicated to empowering our customers to confidently and clearly navigate this rapidly evolving IT landscape, ensuring their success, and strengthening our value proposition with integrated solutions. Since Connection’s founding in 1982, Connection has been driven by a passion for helping others. Building on our bedrock foundation of exceptional customer service, Connection has invested in talent, resources, and partnerships to level up our capabilities and help organizations ready their data, infrastructure, and workforces for a new generation of AI-powered devices and workloads in a sustainable, socially responsible environment. As a leader in the technology solutions industry, we recognize the profound impact Connection can have in effecting positive change and driving progress toward a vibrant, healthier planet, more inclusive communities, and the robust frameworks necessary to safeguard these valuable resources for future generations. Connection’s inaugural Connection Sustainability Report marks a significant milestone in our evolution as we launched exciting initiatives and commitments that underscore our dedication to sustainable and responsible business practices. The full document is attached as an appendix to this section. ©2025 PC Connection, Inc. All rights reserved. Connection®, GovConnection®, and we solve IT™ are trademarks of PC Connection, Inc. All other copyrights and trademarks remain the property of their respective owners. C742028-0418 Areas of Expertise Our dedicated Account Team members and in-house solution architects, engineers, and technical specialists partner with customers to design, deploy, and support cutting-edge IT environments using the latest hardware, software, and services. We provide a wide range of IT solutions, from the desktop to the cloud, including computer systems, data center solutions, software and peripheral equipment, networking communications, and other products and accessories that we purchase from more than 2,500 manufacturers, distributors, and partners. Connection holds hundreds of certifications with top vendors including Microsoft Azure Expert MSP status and offers expertise across multiple technology areas, including: Industry Recognition We believe a culture that supports and empowers employees is essential to our success—and our continued growth depends on an inclusive, collaborative work environment. We’re proud to share, because of that commitment, Connection has been named to the Forbes America’s Best Midsize Employers list for three consecutive years. Award-winning Service, Built on Trust We are proud to share that Connection has been honored with several awards for our commitment to earning customer, investor, and employee trust. Our team was recognized on TIME’s list of America’s Best Mid-Size Companies, Forbes’ America’s Best Midsize Employers list for the last three years, Newsweek’s list of Most Trustworthy Companies in America for the third consecutive year, and awarded a spot on Newsweek’s List of World’s Most Trustworthy Companies. ©2025 PC Connection, Inc. All rights reserved. Connection®, GovConnection®, and we solve IT™ are trademarks of PC Connection, Inc. All other copyrights and trademarks remain the property of their respective owners. C742028-0418 Go to Market & Growth Strategy Our growth strategies are designed to increase revenues by maximizing operational efficiencies while offering innovative products and value-added service offerings, expanding our offerings to our existing customers, and expanding our customer base. Our seven key elements of growth are: • Expanding hardware and software offerings. We offer our customers an extensive range of IT hardware and software products, and in response to customer demand, we continually evaluate and add new products to our offerings as they become available. We also work closely with vendors to identify and source first-to-market product offerings at aggressive prices. • Expanding IT solution services offerings. We strive to accelerate solution and service growth by providing creative solutions to the increasingly complex hardware and software needs of our customers. Our cloud, cybersecurity, data center, workplace transformation, and technology services teams consist of industry certified and product- certified engineers, as well as highly specialized third-party providers. We believe our investment in these areas may increase our share of our existing customers’ annual IT expenditures by broadening the range of products and services they purchase from us. • Delivering artificial intelligence, or AI, and automation solutions. We believe that the AI services we offer can be deployed in tailored, efficient, and cost-effective manners to drive our clients’ success. We currently offer AI workshops, which we deliver to customers, and AI infrastructure design and optimization services for core AI infrastructure. We are currently in the process of expanding these services to include other areas that we believe are relevant to the broader AI ecosystem of development. Working alongside leaders within our partner ecosystem, we are expanding our capabilities and capacity to identify and bring to market the technologies and guidance that customers—across a broad range of industries and specialized verticals—require to ensure a seamless transition into the AI era. We believe our focus on helping customers understand this intricate landscape, discover and define their unique AI value path, and realize AI’s envisioned potential will enable us to serve as a trusted advisor and deliver a holistic approach to AI and automation that encompasses strategy, technical expertise, and integration. We have developed and are investing in a core AI capability that is driven through our CNXN Helix effort, which was launched in 2023 and brings together industry-leading experts, resources, and support designed to help organizations of all sizes realize the benefits of AI and automation. We believe this effort will set the foundation for our expanded capabilities and services within this fast-growing AI ecosystem. • Targeting customer segments. Through increased targeted marketing, we seek to expand the number of our active customers and generate additional sales to existing customers by providing more value-added services and solutions. We have also developed digital marketing capabilities, which include but are not limited to digital ©2025 PC Connection, Inc. All rights reserved. Connection®, GovConnection®, and we solve IT™ are trademarks of PC Connection, Inc. All other copyrights and trademarks remain the property of their respective owners. C742028-0418 remarketing, digital buying guides, Google shopping integration, along with social media advertising and search engine optimization. All of these methods also help us to fine tune and optimize our Internet marketing campaigns that focus on select markets, such as healthcare, retail, finance, and manufacturing. • Increasing productivity of our sales representatives. We believe that higher sales productivity is the key to leveraging our expense structure and driving future profitability improvements. We invest significant resources in training new sales representatives and providing ongoing training to experienced personnel. Our training and evaluation programs are focused towards assisting our sales personnel in understanding and anticipating our customers’ IT needs, with the goal of fostering loyal customer relationships. We also provide our sales representatives with technical support on more complex sales opportunities through our group of technical solution specialists. • Migrating to cloud-based solutions for our customers. Cloud computing is a key driver of new IT spending as our customers seek scalable, cost-effective solutions. We plan to expand our cloud-based solution sales and assist our customers in navigating the complex and growing field of multi-cloud-solution offerings. This focus on cloud includes investing in the training and certification resources required to help our customers adopt and optimize cloud technologies. Connection is a Microsoft Azure Expert Managed Service Provider—an exclusive designation that requires an intensive auditing process and a proven record of delivering exceptional customer service and in- depth technical expertise around core cloud competencies. • Pursuing strategic acquisitions and alliances. We seek acquisitions and alliances that add new customers, strengthen our product and solution offerings, add management talent, and produce operating results which are accretive to our core business earnings. Technology Integration and Distribution Center ISO-Certified, State-of-the-Art Custom Configuration Connection’s state-of-the-art Technology Integration and Distribution Center (TIDC) in Wilmington Ohio conducts order fulfillment, warehousing and advanced configuration. Through the TIDC, we are able to offer customers turnkey solutions for all of their IT needs, including hardware configuration, imaging and provisioning, asset management, remote management, white glove enrollment services, kitting, custom packaging, and depot repair services. This 268,000-square-foot facility completed more than 550,000 custom configurations in 2024 including personal computing, and depot repair services, while championing industry-leading conservation, recycling, and waste reduction strategies. Setting us apart from many of our competitors, we maintain our own inventory, stocking our 11,000 most frequently purchased items in our warehouse. This ensures regular shipments of over 6,000–8,000 orders per day. Replenishments are ordered on a daily basis and are delivered the next day to our distribution center via dedicated trucks. ©2025 PC Connection, Inc. All rights reserved. Connection®, GovConnection®, and we solve IT™ are trademarks of PC Connection, Inc. All other copyrights and trademarks remain the property of their respective owners. C742028-0418 Responsible Supply Chain Respect, integrity, and corporate citizenship are part of Connection’s core values, and these values foster a culture of mutual trust and respect that drive our company’s commitment to including, belonging and environmentally sound business practices. Our Supplier Code of Conduct Policy is designed to communicate and align our expectations with our suppliers. The code was written with reference to international business conduct models, supporting the Universal Declaration of Human Rights, the United Nations Global Compact Principles, the Sustainable Development Goals (SDGs), and the Convention on the Rights of the Child. This policy aims to ensures ethical practices by prohibiting child labor, human trafficking, and forced labor, while promoting fair wages, collective bargaining, and non-discrimination within our supply chain. It emphasizes environmental responsibility, anti-corruption measures, and compliance with global trade laws, encouraging our suppliers to uphold high standards of ethical business practices. Any violations of the code can be reported through different channels, including an ethics hotline and anonymous reporting. Supplier Diversity Connection is committed to integrating diverse perspectives and contributions into all aspects of the business. The company provides opportunities for suppliers with varied backgrounds to compete in all aspects of sourcing. All employees are required to make reasonable efforts in the utilization of suppliers which include disability-owned business enterprises, LGBT-owned business enterprises, veteran-owned business enterprises, women-owned business enterprises, and small business enterprises in all sourcing events and purchasing activities. This approach reflects the company’s belief in being a good corporate citizen and ensuring inclusion and belonging ERate Team & Resources Connection has successfully participated in the ERate program since its inception, in 1998, bringing discounted technology to K-12 school districts all over the country. Our ERate ©2025 PC Connection, Inc. All rights reserved. Connection®, GovConnection®, and we solve IT™ are trademarks of PC Connection, Inc. All other copyrights and trademarks remain the property of their respective owners. C742028-0418 customers rely on Connection to provide complete turn-key solutions around internal connections to include networking, wireless, cabling, implementation, and support. To our K-12 customers, we offer the expertise of our experienced E-Rate team to educate, assist and provide guidance to our customers while navigating E- Rate and understanding USAC rules. Our ERate team, under the direction of Thomas Halberda, Director of ERate, has worked with K-12 districts and libraries and consortiums, instructional leaders as well as technical leaders, and has the technical background needed to help identify needs, assemble the required technology partners to create unique solutions, get them integrated and assist in getting the funding required to implement the desired results. What sets Connection apart is our ability to offer this specialized ERate guidance combined with our highly trained sales team, 400 engineering, services, and technical staff to help design, implement, and manage the most complex of networking designs. We are uniquely positioned to ensure that every school district has successful experience with the ERate Program and to secure the funding requested to support digital equity. Thomas Halberda, Director of ERate and Data Center Sales Thomas has been in the Public Sector Sales/Education Market, specifically the ERate Program for over 2 two decades where he has served in a variety of leadership positions. Throughout Tom’s career as a business owner, VP of Sales, Director of Channel Operations for a leading networking manufacturer and the Director of Sales for a Texas based K-12 Education Team he and the teams he has led consistently exceeded growth expectations and he developed many sales strategies and programs earning him numerous awards. Working with K-12 Districts and Libraries and Consortiums, Instructional Leaders as well as Technical Leaders, Tom has the technical background needed to help identify needs, assemble the required technology partners to create unique solutions, get them integrated and assist in getting the funding required to implement the desired results. Participating in the ERate Program for over 20 years, Tom has managed over $2B of Awards as a Category 2 Service Provider. Tom has multiple manufacturer’s certifications including Cisco Networking Sales Certification and VMware Certification. Change is inevitable, in today’s challenging time it is critical that organizations take advantage of all the technical resources funding sources available to them. Tom has the experience and knowledge of several programs, including the ERate Program help guide organizations take full advantage of the available technical and financial resources available to them. Tom and the Educational Leadership Team of Connection have the experience and expertise to produce results. Tom reports to Bob Marconi, Vice President SLED Sales. ©2025 PC Connection, Inc. All rights reserved. Connection®, GovConnection®, and we solve IT™ are trademarks of PC Connection, Inc. All other copyrights and trademarks remain the property of their respective owners. C742028-0418 Contact information for Tom: 800-800-0019 ext. 33226 Thomas.halberda@connection.com ERate 470 Support Team Connection supports hundreds of districts nationwide, with active customers across the US. In 2024, nearly half of Connection’s education business was attributed to K-12 institutions, highlighting the focus and breadth of the education program. Recent enhancements include Increased capacity for rapid-response delivery from their Technology Integration and Distribution Center, supporting large-scale K-12 deployments alongside ERate opportunities and expanded marketing technology stack (MarTech), supporting more targeted and efficient outreach to school districts Connection has created a dedicated team to proactively reach out & address responding to ERate opportunities and assist customers in maximizing their experience with USAC Funding. The ERate team consists of regional based Account managers, and dedicated resources from our Capture Management, Contracts & Proposal teams. Connection’s promotion of the ERate program in K-12 is a coordinated effort across education- focused marketing, personalized account management, expert-led guidance, vendor partnerships, and constant engagement with customer needs at every touchpoint. Vertical Alliance Management Resources Connection assigns dedicated Vertical Alliance Managers (VAMs) to each SLED sector—K-12, higher education, and state and local government. VAMs develop and execute growth strategies, leverage deep industry experience, and work with emerging tech vendors to provide complete, innovative solutions. They routinely seek out niche products and stay current through ongoing training, seminars, and customer interactions, sharing sector insights with account managers. Nicki Williams, Vertical Alliances Manager, State and Local Government Nicki Williams is Connection’s Vertical Alliance Manager for state and local government entities. Nicki joined Connection in 2023 and is responsible for developing and implementing Connection’s overall strategy for state and local governments. Nicki works with states and localities including cities, municipalities, and special districts nationwide to help develop and implement technology solutions to help with their digital transformation. Nicki has been in the technology industry for over 25 years. Nicki is part of a Public Sector advisory council with one of our distribution partners to help provide strategic guidance and industry insights within state and local government. Her expertise is invaluable in helping serve government end users and strengthening our ability to deliver full technological solutions that ©2025 PC Connection, Inc. All rights reserved. Connection®, GovConnection®, and we solve IT™ are trademarks of PC Connection, Inc. All other copyrights and trademarks remain the property of their respective owners. C742028-0418 support vibrant communities across the country. Nicki reports to Lisa Reid (Trisciani), Vice President SLED Sales. Contact Information for Nicki: 800.800.0019 Mobile: 937.941.8995 Nicki.Williams@connection.com Pam Aulakh, M. Ed. Vertical Alliances Manager, K-12 Education Pam Aulakh is Connection’s Sr. Vertical Alliance Manager for K-12 and joined Connection in 2019. She is responsible for developing and implementing Connection’s overall strategy for K- 12. She works with districts across the nation to help develop and implement K-12 educational technology solutions in support of improving learning environments and student outcomes.  After spending more than fifteen years as an educator, instructional technology leader, and project manager, Pam understands the importance of leveraging solutions and funding to support equity-based technology programs and structures.  Pam’s experience includes designing and implementing model digital learning campus programs to support over 75,000 students and 4,000 teachers. Her expertise includes planning and executing software and hardware implementation programs, building technology professional development programs, and helping schools build community relationships in support of innovation and maker programs. Pam is a former President of the Florida Council for Instructional Technology Leaders and is a member of COSN and ISTE. She holds a Bachelor of Science degree in Business Administration and a Master’s degree in Educational Leadership. She holds certifications in Microsoft, Google, and Project Management. Pam reports to Lisa Reid (Trisciani), Vice President SLED Sales. Contact information for Pam: 800-800-0019 Mobile: 321.423.2085 Pamela.Aulakh@connection.com Bobby Sears, Sr. Vertical Alliance Manager, Higher Education Bobby Sears serves as the Senior Vertical Alliance Manager (Higher Education) at Connection, where he leads strategic engagement and partnership initiatives within the higher education sector. In addition to his core responsibilities in alliance development, Bobby plays an essential role in shaping pricing strategies and facilitating internal coordination for major bids. He is recognized as a key recipient and decision-maker for communications related to bid strategy and alliance management within the education vertical. Bobby’s leadership is further reflected in his work as Strategic Initiatives Coordinator for the BLN Board, where he supports cross-functional collaboration and advances forward-thinking organizational initiatives. His consistent influence and strategic oversight are highlighted by his ©2025 PC Connection, Inc. All rights reserved. Connection®, GovConnection®, and we solve IT™ are trademarks of PC Connection, Inc. All other copyrights and trademarks remain the property of their respective owners. C742028-0418 regular inclusion in organizational charts and board-level documents, underscoring his significant contributions to Connection’s public sector and higher education divisions. Bobby reports to Lisa Reid (Trisciani), Vice President SLED Sales. Contact Information for Bobby: 800-800-0019 Bobby.Sears@connection.com Connection Cares Our “Connection Cares” program builds on Connection’s inclusive culture and corporate good citizenship and longstanding history of employee volunteerism. Connection Cares is Connection’s formalized, company-wide cohesive program of community engagement, sustainability, and diversity and inclusion. We work in amazing communities, full of creative, compassionate individuals. Taking care of these communities matters a great deal to the Connection family. Connection Cares empowers employees to make a difference—both within our communities and our company—building upon four pillars:  Diversity, Equity, and Inclusion  Sustainability  Charitable Contributions  Employee Recognition Whether supporting our co-workers, charities, friends and neighbors, or the environment—our employees lead the way with a commitment to community that makes us proud to call Connection home. It’s who we are as a company—and, more importantly, who our employees are as people. Charitable Contributions We have always taken pride in positively contributing to the communities we are a part of. Our team is constantly working to identify the most productive ways for us to give back, including:  Charitable donation/drives  Volunteer opportunities  Funding employee charity requests Diversity, Equity, and Inclusion: Connection is committed to fostering equity, fairness, and opportunity by learning from its communities. Unique perspectives empower the company to build a respectful, diverse, and inclusive culture. 11 ©2025 PC Connection, Inc. All rights reserved. Connection®, GovConnection®, and we solve IT™ are trademarks of PC Connection, Inc. All other copyrights and trademarks remain the property of their respective owners. C742028-0418 Employee Resource Groups: Connection has established Employee Resource Groups (ERGs) to celebrate inclusivity, diversity, and collaboration. These voluntary, employee-driven groups provide a platform for employees to connect, receive and share support, and discover opportunities for growth. Current ERGs include:  Black Leaders Network  Empowered (supporting women)  LIDER (celebrating Latinx cultures)  Mighty Minds (mental health awareness)  Rainbow Alliance (supporting LGBTQ+ community)  VALOR (supporting veterans and service members). Training Programs: Connection offers required and optional training opportunities focused on creating a more welcoming, inclusive, and supportive workplace for everyone. These include:  Using Pronouns in the Workplace Training  Unconscious Bias Training  Dignity and Respect in the Global Workplace. Culture of Caring Connection believes its employees are its most valuable assets and is committed to creating a culture where team members can thrive and make the communities and company stronger, healthier, and more inclusive. Key initiatives include the Heritage Celebrations program, which recognizes and honors the diverse culture and backgrounds that make the organization strong. Celebrations include Black History Month, Women’s History Month, Pride Month, Asian American and Pacific Islander History Month, and Hispanic American History Month. Inclusion and Belonging Our Equal Employment Opportunity Policy underscores our dedication to providing equal opportunities for all applicants and employees. Connection does not discriminate based upon any protected characteristics under Title VII of the Civil Rights Act, state laws, and/or federal laws. Our recruitment, hiring, training, and promotion practices are free from discrimination, 12 ©2025 PC Connection, Inc. All rights reserved. Connection®, GovConnection®, and we solve IT™ are trademarks of PC Connection, Inc. All other copyrights and trademarks remain the property of their respective owners. C742028-0418 regardless of any protected characteristics, and are based solely on merit, ensuring a fair and inclusive workplace. Our commitment to inclusion is reflected in our workforce demographics. Within our leadership team, 31% of the positions are held by females, while 69% are held by males. Among all other employees, females constitute 40%, and males 60%. We are proud of the diverse backgrounds of our employees, which include representation from various ethnic groups. Recognition Connection has implemented several employee recognition programs designed to appreciate and celebrate the contributions of their workforce. These initiatives are grounded in fostering a culture of appreciation and support within the workplace. Key Initiatives in Employee Recognition Programs  Milestone Anniversary Program: Celebrates employees for every five years of service with various rewards, including a commemorative yearbook and a complimentary gift of their choice. This initiative recognizes long-term commitment and enhances employee morale  Sales New Hire Program: Acknowledges new hires in the sales department who achieve exceptional sales results, fostering a sense of accomplishment and integration within the team. 13 ©2025 PC Connection, Inc. All rights reserved. Connection®, GovConnection®, and we solve IT™ are trademarks of PC Connection, Inc. All other copyrights and trademarks remain the property of their respective owners. C742028-0418  Spirit Recognition Program: Encourages employees to nominate their peers who embody the company's values and spirit, promoting a culture of mutual recognition and encouragement  Departmental Recognition Programs: Many departments have tailored initiatives to recognize employees who go above and beyond in their roles, allowing for personalized acknowledgment that resonates within specific teams  Special Recognition Days: The company celebrates various occasions such as Employee Appreciation Day and Veterans Day with activities like raffles and meals to express gratitude to employees for their hard work  Future Plans: Ongoing efforts include enhancing recognition initiatives for individual and departmental achievements, and developing programs for "unsung heroes" in various departments who contribute significantly yet may not receive regular recognition Commitment to Employee Value Connection Cares is dedicated to creating an internal culture that appreciates employee contributions. The belief underpinning this commitment is that motivated and recognized employees enhance collaboration and success, positioning Connection as an employer of choice. These recognition programs not only foster a positive workplace environment but also aim to drive productivity and innovation within the company. In addition to our DEI, ERG and continual Training programs, Connection also actively solicits feedback from employees via engagement surveys, a perpetual feedback button on our internal landing page and an open-door policy across all levels of management to ensure that our employees’ voices and ideas are heard and that Connection cares and listens to every voice. The Connection Cares Leadership Council helps drive support for social responsibility efforts in the following areas and continues to evolve, embodying the spirit of Connection. Based on feedback from previous CCLC teams and the CCLC Advisory Council, we have identified several exciting opportunities to develop new projects around topics that embody the spirit of Connection, including:  Establishing an Employee Suggestion Program  Regional Group Volunteer Opportunities  Creating Employee Appreciation Events  Celebrating New Roles and Retirements  Reviewing and Approving Employee Contribution Requests The Connection ERGs are a testament to our commitment to sustainability through diversity and inclusion. They not only enhance the employee experience but also contribute to the overall success and sustainability of our organization. 14 ©2025 PC Connection, Inc. All rights reserved. Connection®, GovConnection®, and we solve IT™ are trademarks of PC Connection, Inc. All other copyrights and trademarks remain the property of their respective owners. C742028-0418 Empowering Employees through Training and Development The Connection Learning & Development team spearheads initiatives focused on training through a comprehensive approach to employee development, underscoring the significance of continuous learning and skill enhancement. The training program commences with New Hire Onboarding Training, which is customized to align with each employee’s role and department. This foundational training incorporates a variety of delivery methods, including virtual or in-person instructor-led sessions, self- paced learning, skills practice, job shadowing, and coaching Helix Center for Applied AI and Robotics Connection focuses on providing innovative, affordable, and accessible technology solutions, ensuring that students, faculty, and staff have access to modern devices and collaborative IT infrastructures. This access is crucial for goal achievement, research, and digital literacy, which are foundational elements for success. Furthermore, Connection assists institutions in responsibly deploying emerging technologies, creating opportunities for public agencies and educational institutions to engage with tools that shape future of workplaces and academia. CNXN Helix & SLED: Driving Innovation CNXN Helix Center for Applied AI and Robotics is at the forefront of innovation, leveraging strategic partnerships with top-tier manufacturers in both hardware and software AI domains, in partnership with leading technology partners such as Lenovo, HPE, Nvidia, Intel, Dell Technologies, Google, AWS, Qualcomm, AMD, Microsoft, Apple, APC and others. 15 ©2025 PC Connection, Inc. All rights reserved. Connection®, GovConnection®, and we solve IT™ are trademarks of PC Connection, Inc. All other copyrights and trademarks remain the property of their respective owners. C742028-0418 These collaborations empower Helix to offer cutting-edge solutions that seamlessly integrate advanced technology into everyday operations. By aligning with industry leaders, Helix ensures its products and services remain at the pinnacle of performance and reliability, providing solutions for our customers to meet current needs and embrace the future of AI assistive solutions. CNXN Helix understands AI and IT technology, has deep domain expertise, and can stitch together a strategic roadmap that combines Region 4 and OMNIA’s unique objectives, existing infrastructure investments, and integrates prioritized use cases to help members to understand and adopt AI with a purpose and impact. As a strategic partner to Region 4 and OMNIA, Connection can help transform operations across the membership base with AI technologies designed to enhance productivity, streamline operations, and ensure safety across OMNIA members’ programs. Connection’s Helix Center for Applied AI and Robotics offers technical expertise, end-to-end solutions, and deep partnerships to harness the power of artificial intelligence. Focus Areas Advisory Services Our CNXN Helix™ AI advisory services, powered by world-class experts, are designed to help you unlock the full potential of artificial intelligence within your organization. By providing strategic guidance and tailored AI solutions, we ensure that your business can effectively harness AI to drive significant value and competitive advantage. Our team of experts collaborates with you to navigate the complexities of AI implementation, delivering measurable results and sustainable growth. Agentic AI At the leading edge of AI evolution, the shift from copilots to autonomous agents isn’t just a technological breakthrough - it’s a business transformation. While copilots provide conversational access to data and RAG systems add enterprise context, agentic AI takes the next leap: autonomous systems that reason, act, and adapt in real time. At CNXN Helix™, we don’t just explain agentic AI - we engineer it. From architecture design to low-code/pro-code agent frameworks, we help enterprises move from concept to production, embedding intelligent agents into critical workflows across manufacturing, finance, retail, and more. Our experts work hands-on with your teams to build, train, and deploy agents that integrate with your existing systems, persist memory across tasks, and drive real operational impact. This is more than automation—it’s strategic AI that learns, decides, and scales with your business. 16 ©2025 PC Connection, Inc. All rights reserved. Connection®, GovConnection®, and we solve IT™ are trademarks of PC Connection, Inc. All other copyrights and trademarks remain the property of their respective owners. C742028-0418 AI Partnerships CNXN Helix™ is at the forefront of innovation, leveraging strategic partnerships with top-tier manufacturers in both hardware and software AI domains. These collaborations empower Helix to offer cutting-edge solutions that seamlessly integrate advanced technology into everyday operations. By aligning with industry leaders, Helix ensures its products and services remain at the pinnacle of performance and reliability. AI Skills Development One of the challenges that many organizations face when adopting AI is developing the skills and competencies required to design, build, deploy, and manage AI solutions effectively. As AI becomes more pervasive and complex, the demand for AI talent and expertise grows exponentially. However, the supply of qualified and experienced AI professionals is limited and often expensive to acquire and retain. Therefore, it is essential for organizations to invest in developing their own AI capabilities and culture, and to empower their employees and teams to become AI-savvy and proficient. Data Orchestration CNXN Helix™ empowers businesses by streamlining data orchestration processes, ensuring seamless integration and management of diverse datasets crucial for AI implementation. Leveraging advanced analytics and machine learning techniques, we optimize data pipelines, enabling clients to extract valuable insights and drive informed decision-making. With CNXN Helix's expertise, companies unlock the full potential of AI, transforming raw data into actionable intelligence to fuel innovation and growth. Infrastructure & Optimization Our Managed Infrastructure services ensure your organization's data and machine learning operations are supported by scalable, reliable cloud infrastructure. We can set up and manage public and private cloud platforms like AWS, Azure, and Google Cloud, tailored to your specific needs. Additionally, we provide robust data storage solutions, including data lakes, warehouses, and databases, to ensure your data is efficiently managed and accessible. CNXN Helix Workshops Our CNXN Helix™ AI workshops provide comprehensive training on critical topics such as Data Orchestration and Infrastructure Design, ensuring participants gain a robust understanding of AI implementation. Tailored to specific business verticals, these workshops cover essential insights for industries like Retail, Manufacturing, and Healthcare, enabling attendees to apply AI strategies effectively in their respective fields. By bridging technical knowledge with industry- specific applications, our workshops empower professionals to drive innovation and achieve business success. 17 ©2025 PC Connection, Inc. All rights reserved. Connection®, GovConnection®, and we solve IT™ are trademarks of PC Connection, Inc. All other copyrights and trademarks remain the property of their respective owners. C742028-0418 The Workshop Process WORKSHOP STEP 1 Pre-Design Assessment Our pre-design assessment involves in-depth consultations to comprehend your unique requirements and establish precise project objectives. Through collaborative discussions, we aim to align our strategies with your goals and ensure a tailored approach to meet your needs effectively. WORKSHOP STEP 2 Envisioning Call During the envisioning call between our AI experts and your key experts, we aim to establish baseline parameters of your current AI maturity level. This discussion will help us identify the key drivers and initiatives that are crucial for your organization. We'll also define specific swim lanes and guardrails to shape the design, form, and structure of the upcoming workshop. This collaborative effort ensures that the workshop is tailored to meet your unique needs and strategic goals. WORKSHOP STEP 3 Workshop Design & Industry Alignment In the design and alignment phase of the workshop, we use the information gathered during the envisioning call to customize the workshop parameters, ensuring alignment with your specific business needs and vertical impacts. This internal process within our team is critical for tailoring the workshop to your unique requirements and strategic objectives. During this stage, we often identify opportunities to develop a small proof of concept (PoC) or lab environment to highlight a key requirement from your organization. This focused approach ensures that the workshop delivers actionable insights and practical solutions aligned with your goals. 18 ©2025 PC Connection, Inc. All rights reserved. Connection®, GovConnection®, and we solve IT™ are trademarks of PC Connection, Inc. All other copyrights and trademarks remain the property of their respective owners. C742028-0418 WORKSHOP STEP 4 Workshop Validation In the Validation stage, we present the broad constructs and parameters of the workshop to you for validation or critical feedback. This crucial step ensures that the workshop aligns with your expectations and objectives, allowing us to make any necessary adjustments based on your input. By securing your feedback, we ensure that we remain on task and aligned with your needs. This is the final step before the workshop delivery, making it essential for maintaining the workshop’s relevance and effectiveness. WORKSHOP STEP 5 Workshop Delivery In the Lab Delivery stage, we conduct a comprehensive 6+ hour engagement over one or two days. It is essential to ensure that the right stakeholders from your organization participate, including business line owners and technology leaders. Due to the lab’s modular design, attendees can choose which sessions to attend based on their relevance, ensuring a focused and efficient use of their time. The pre-set schedule and designated tasks for each session allow all participants to come prepared, maximizing the value derived from the workshop. This in-person engagement, conducted on-site or at a dedicated location, requires a commitment of time and resources from your team, emphasizing the importance of hands-on involvement and collaboration. The interactive nature of the lab fosters a deeper understanding and practical application of the concepts discussed, tailored to your organization’s specific needs and goals. WORKSHOP STEP 6 Post Workshop Analysis & Survey In the post-workshop stage, we deliver a survey to all attendees to gather their feedback and conduct a quick analysis of the workshop interactions. This analysis is provided shortly after the workshop to ensure all data points and considerations are accurately captured and validated. The feedback and analysis serve as a final check before developing and delivering the workshop’s deliverables and artifacts, ensuring alignment with the goals and expectations of all parties involved. 19 ©2025 PC Connection, Inc. All rights reserved. Connection®, GovConnection®, and we solve IT™ are trademarks of PC Connection, Inc. All other copyrights and trademarks remain the property of their respective owners. C742028-0418 Kinetic Bridging CNXN Helix™ specializes in empowering organizations to harness the full potential of artificial intelligence, thereby revolutionizing their application into a classification we call Intelligent Applications. Our expertise lies in guiding companies to derive deeper insights from their data, optimizing the consumption and interpretation of information to deliver more impactful outcomes. We excel at creating robust data frameworks, enhancing the quality and relevance of data, which forms the backbone of a stronger data fabric and intelligent applications. MLOps, DataOps & Support Management At CNXN Helix™, we specialize in delivering comprehensive MLOps, Data Ops, and Support Management services tailored to the unique needs of your AI initiatives. Our expert team ensures seamless integration, deployment, and management of machine learning models, while optimizing data operations for maximum efficiency and reliability. With CNXN Helix's dedicated support management, your AI projects are backed by responsive and proactive assistance, ensuring smooth operations and driving continuous innovation. Modeling Training & Inference At CNXN Helix™, our expertise extends to meticulously identifying optimal AI models tailored to specific use cases. We not only assist in fine-tuning these models but also specialize in advanced techniques like Retrieval-Augmented Generation (RAG), ensuring enhanced performance and adaptability. Moreover, our comprehensive approach encompasses agentic ecosystem development and rigorous measures to mitigate concerns such as model overfitting, drift, poisoning, as well as ensuring robust security, audits, and controls. Professional Learning Expertise Microsoft Innovative Educator Resources Connection’s professional learning services assist teachers with integrating appropriate and meaningful instructional technology tools for effective teaching and learning. We offer webinars, in-person and virtual training solutions that allow Region 4 & OMNIA member institutions and their communities to choose training that is relevant and meaningful to each institutions’ needs for their classrooms, administration and students. Connection’s professional learning courses cover a wide variety of topics:  Pedagogy and Methodology  21st century STEM learning across all curriculum areas  Microsoft In Education, including Office 365, OneNote, Teams, and Sway  Digital learning  Problem-based learning, and much more 23 ©2025 PC Connection, Inc. All rights reserved. Connection®, GovConnection®, and we solve IT™ are trademarks of PC Connection, Inc. All other copyrights and trademarks remain the property of their respective owners. C742028-0418 Appendix: Supporting Documentation Connection Sustainability Report 2024 Connection Certifications and Authorizations Version February 12, 2025 Exhibit F Federal Funds Certifications FEDERAL CERTIFICATIONS ADDENDUM FOR AGREEMENT FUNDED BY U.S. FEDERAL GRANT TO WHOM IT MAY CONCERN: Participating Agencies may elect to use federal funds to purchase under the Master Agreement. This form should be completed and returned. DEFINITIONS Contract means a legal instrument by which a non–Federal entity purchases property or services needed to carry out the project or program under a Federal award. The term as used in this part does not include a legal instrument, even if the non–Federal entity considers it a contract, when the substance of the transaction meets the definition of a Federal award or subaward Contractor means an entity that receives a contract as defined in Contract. Cooperative agreement means a legal instrument of financial assistance between a Federal awarding agency or pass-through entity and a non–Federal entity that, consistent with 31 U.S.C. 6302–6305: (a) Is used to enter into a relationship the principal purpose of which is to transfer anything of value from the Federal awarding agency or pass-through entity to the non–Federal entity to carry out a public purpose authorized by a law of the United States (see 31 U.S.C. 6101(3)); and not to acquire property or services for the Federal government or pass-through entity's direct benefit or use; (b) Is distinguished from a grant in that it provides for substantial involvement between the Federal awarding agency or pass-through entity and the non–Federal entity in carrying out the activity contemplated by the Federal award. (c) The term does not include: (1) A cooperative research and development agreement as defined in 15 U.S.C. 3710a; or (2) An agreement that provides only: (i) Direct United States Government cash assistance to an individual; (ii) A subsidy; (iii) A loan; (iv) A loan guarantee; or (v) Insurance. Federal awarding agency means the Federal agency that provides a Federal award directly to a non–Federal entity Federal award has the meaning, depending on the context, in either paragraph (a) or (b) of this section: (a)(1) The Federal financial assistance that a non–Federal entity receives directly from a Federal awarding agency or indirectly from a pass-through entity, as described in § 200.101 Applicability; or (2) The cost-reimbursement contract under the Federal Acquisition Regulations that a non–Federal entity receives directly from a Federal awarding agency or indirectly from a pass-through entity, as described in § 200.101 Applicability. (b) The instrument setting forth the terms and conditions. The instrument is the grant agreement, cooperative agreement, other agreement for assistance covered in paragraph (b) of § 200.40 Federal financial assistance, or the cost-reimbursement contract awarded under the Federal Acquisition Regulations. (c) Federal award does not include other contracts that a Federal agency uses to buy goods or services from a contractor or a contract to operate Federal government owned, contractor operated facilities (GOCOs). (d) See also definitions of Federal financial assistance, grant agreement, and cooperative agreement. Version February 12, 2025 Non–Federal entity means a state, local government, Indian tribe, institution of higher education (IHE), or nonprofit organization that carries out a Federal award as a recipient or subrecipient. Nonprofit organization means any corporation, trust, association, cooperative, or other organization, not including IHEs, that: (a) Is operated primarily for scientific, educational, service, charitable, or similar purposes in the public interest; (b) Is not organized primarily for profit; and (c) Uses net proceeds to maintain, improve, or expand the operations of the organization. Obligations means, when used in connection with a non–Federal entity's utilization of funds under a Federal award, orders placed for property and services, contracts and subawards made, and similar transactions during a given period that require payment by the non–Federal entity during the same or a future period. Pass-through entity means a non–Federal entity that provides a subaward to a subrecipient to carry out part of a Federal program. Recipient means a non–Federal entity that receives a Federal award directly from a Federal awarding agency to carry out an activity under a Federal program. The term recipient does not include subrecipients. Simplified acquisition threshold means the dollar amount below which a non–Federal entity may purchase property or services using small purchase methods. Non–Federal entities adopt small purchase procedures in order to expedite the purchase of items costing less than the simplified acquisition threshold. The simplified acquisition threshold is set by the Federal Acquisition Regulation at 48 CFR Subpart 2.1 (Definitions) and in accordance with 41 U.S.C. 1908. As of the publication of this part, the simplified acquisition threshold is $250,000, but this threshold is periodically adjusted for inflation. (Also see definition of § 200.67 Micro-purchase.) Subaward means an award provided by a pass-through entity to a subrecipient for the subrecipient to carry out part of a Federal award received by the pass-through entity. It does not include payments to a contractor or payments to an individual that is a beneficiary of a Federal program. A subaward may be provided through any form of legal agreement, including an agreement that the pass-through entity considers a contract. Subrecipient means a non–Federal entity that receives a subaward from a pass-through entity to carry out part of a Federal program; but does not include an individual that is a beneficiary of such program. A subrecipient may also be a recipient of other Federal awards directly from a Federal awarding agency. Termination means the ending of a Federal award, in whole or in part at any time prior to the planned end of period of performance. The following provisions may be required and apply when Participating Agency expends federal funds for any purchase resulting from this procurement process. Per FAR 52.204-24 and FAR 52.204-25, solicitations and resultant contracts shall contain the following provisions. 52.204-24 Representation Regarding Certain Telecommunications and Video Surveillance Services or Equipment (Oct 2020) The Offeror shall not complete the representation at paragraph (d)(1) of this provision if the Offeror has represented that it "does not provide covered telecommunications equipment or services as a part of its offered products or services to the Government in the performance of any contract, subcontract, or other contractual instrument" in paragraph (c)(1) in the provision at 52.204-26, Covered Telecommunications Equipment or Services—Representation, or in paragraph (v)(2)(i) of the provision at 52.212-3, Offeror Representations and Certifications-Commercial Items. The Offeror shall not complete the representation in paragraph (d)(2) of this provision if the Offeror has represented that it "does not use covered telecommunications equipment or services, or any equipment, system, or service that uses covered telecommunications equipment or services" in paragraph (c)(2) of the provision at 52.204-26, or in paragraph (v)(2)(ii) of the provision at 52.212-3. (a)Definitions. As used in this provision— Version February 12, 2025 Backhaul, covered telecommunications equipment or services, critical technology, interconnection arrangements, reasonable inquiry, roaming, and substantial or essential component have the meanings provided in the clause 52.204-25, Prohibition on Contracting for Certain Telecommunications and Video Surveillance Services or Equipment. (b)Prohibition. (1) Section 889(a)(1)(A) of the John S. McCain National Defense Authorization Act for Fiscal Year 2019 (Pub. L. 115-232) prohibits the head of an executive agency on or after August 13, 2019, from procuring or obtaining, or extending or renewing a contract to procure or obtain, any equipment, system, or service that uses covered telecommunications equipment or services as a substantial or essential component of any system, or as critical technology as part of any system. Nothing in the prohibition shall be construed to— (i) Prohibit the head of an executive agency from procuring with an entity to provide a service that connects to the facilities of a third-party, such as backhaul, roaming, or interconnection arrangements; or (ii) Cover telecommunications equipment that cannot route or redirect user data traffic or cannot permit visibility into any user data or packets that such equipment transmits or otherwise handles. (2) Section 889(a)(1)(B) of the John S. McCain National Defense Authorization Act for Fiscal Year 2019 (Pub. L. 115- 232) prohibits the head of an executive agency on or after August 13, 2020, from entering into a contract or extending or renewing a contract with an entity that uses any equipment, system, or service that uses covered telecommunications equipment or services as a substantial or essential component of any system, or as critical technology as part of any system. This prohibition applies to the use of covered telecommunications equipment or services, regardless of whether that use is in performance of work under a Federal contract. Nothing in the prohibition shall be construed to— (i) Prohibit the head of an executive agency from procuring with an entity to provide a service that connects to the facilities of a third-party, such as backhaul, roaming, or interconnection arrangements; or (ii) Cover telecommunications equipment that cannot route or redirect user data traffic or cannot permit visibility into any user data or packets that such equipment transmits or otherwise handles. (c) Procedures. The Offeror shall review the list of excluded parties in the System for Award Management (SAM) (https://www.sam.gov) for entities excluded from receiving federal awards for "covered telecommunications equipment or services". (d)Representation. The Offeror represents that— (1) It Ƒ will, Ƒ will not provide covered telecommunications equipment or services to the Government in the performance of any contract, subcontract or other contractual instrument resulting from this solicitation. The Offeror shall provide the additional disclosure information required at paragraph (e)(1) of this section if the Offeror responds "will" in paragraph (d)(1) of this section; and (2) After conducting a reasonable inquiry, for purposes of this representation, the Offeror represents that— It Ƒ does, Ƒ does not use covered telecommunications equipment or services, or use any equipment, system, or service that uses covered telecommunications equipment or services. The Offeror shall provide the additional disclosure information required at paragraph (e)(2) of this section if the Offeror responds "does" in paragraph (d)(2) of this section. (e)Disclosures. (1) Disclosure for the representation in paragraph (d)(1) of this provision. If the Offeror has responded "will" in the representation in paragraph (d)(1) of this provision, the Offeror shall provide the following information as part of the offer. (i) For covered equipment— (A) The entity that produced the covered telecommunications equipment (include entity name, unique entity identifier, CAGE code, and whether the entity was the original equipment manufacturer (OEM) or a distributor, if known); (B) A description of all covered telecommunications equipment offered (include brand; model number, such as OEM number, manufacturer part number, or wholesaler number; and item description, as applicable); and (C) Explanation of the proposed use of covered telecommunications equipment and any factors relevant to determining if such use would be permissible under the prohibition in paragraph (b)(1) of this provision. (ii) For covered services— (A) If the service is related to item maintenance: A description of all covered telecommunications services offered (include on the item being maintained: Brand; model number, such as OEM number, manufacturer part number, or wholesaler number; and item description, as applicable); or (B) If not associated with maintenance, the Product Service Code (PSC) of the service being provided; and explanation of the proposed use of covered telecommunications services and any factors relevant to determining if such use would be permissible under the prohibition in paragraph (b)(1) of this provision. Version February 12, 2025 (2) Disclosure for the representation in paragraph (d)(2) of this provision. If the Offeror has responded "does" in the representation in paragraph (d)(2) of this provision, the Offeror shall provide the following information as part of the offer: (i) For covered equipment— (A) The entity that produced the covered telecommunications equipment (include entity name, unique entity identifier, CAGE code, and whether the entity was the OEM or a distributor, if known); (B) A description of all covered telecommunications equipment offered (include brand; model number, such as OEM number, manufacturer part number, or wholesaler number; and item description, as applicable); and (C) Explanation of the proposed use of covered telecommunications equipment and any factors relevant to determining if such use would be permissible under the prohibition in paragraph (b)(2) of this provision. (ii) For covered services— (A) If the service is related to item maintenance: A description of all covered telecommunications services offered (include on the item being maintained: Brand; model number, such as OEM number, manufacturer part number, or wholesaler number; and item description, as applicable); or (B) If not associated with maintenance, the PSC of the service being provided; and explanation of the proposed use of covered telecommunications services and any factors relevant to determining if such use would be permissible under the prohibition in paragraph (b)(2) of this provision. 52.204-25 Prohibition on Contracting for Certain Telecommunications and Video Surveillance Services or Equipment (Aug 2020). (a)Definitions. As used in this clause— Backhaul means intermediate links between the core network, or backbone network, and the small subnetworks at the edge of the network (e.g., connecting cell phones/towers to the core telephone network). Backhaul can be wireless (e.g., microwave) or wired (e.g., fiber optic, coaxial cable, Ethernet). Covered foreign country means The People’s Republic of China. Covered telecommunications equipment or services means– (1) Telecommunications equipment produced by Huawei Technologies Company or ZTE Corporation (or any subsidiary or affiliate of such entities); (2) For the purpose of public safety, security of Government facilities, physical security surveillance of critical infrastructure, and other national security purposes, video surveillance and telecommunications equipment produced by Hytera Communications Corporation, Hangzhou Hikvision Digital Technology Company, or Dahua Technology Company (or any subsidiary or affiliate of such entities); (3) Telecommunications or video surveillance services provided by such entities or using such equipment; or (4) Telecommunications or video surveillance equipment or services produced or provided by an entity that the Secretary of Defense, in consultation with the Director of National Intelligence or the Director of the Federal Bureau of Investigation, reasonably believes to be an entity owned or controlled by, or otherwise connected to, the government of a covered foreign country. Critical technology means– (1) Defense articles or defense services included on the United States Munitions List set forth in the International Traffic in Arms Regulations under subchapter M of chapter I of title 22, Code of Federal Regulations; (2) Items included on the Commerce Control List set forth in Supplement No. 1 to part 774 of the Export Administration Regulations under subchapter C of chapter VII of title 15, Code of Federal Regulations, and controlled- (i) Pursuant to multilateral regimes, including for reasons relating to national security, chemical and biological weapons proliferation, nuclear nonproliferation, or missile technology; or (ii) For reasons relating to regional stability or surreptitious listening; (3) Specially designed and prepared nuclear equipment, parts and components, materials, software, and technology covered by part 810 of title 10, Code of Federal Regulations (relating to assistance to foreign atomic energy activities); (4) Nuclear facilities, equipment, and material covered by part 110 of title 10, Code of Federal Regulations (relating to export and import of nuclear equipment and material); (5) Select agents and toxins covered by part 331 of title 7, Code of Federal Regulations, part 121 of title 9 of such Code, or part 73 of title 42 of such Code; or (6) Emerging and foundational technologies controlled pursuant to section 1758 of the Export Control Reform Act of 2018 (50 U.S.C. 4817). Version February 12, 2025 Interconnection arrangements means arrangements governing the physical connection of two or more networks to allow the use of another's network to hand off traffic where it is ultimately delivered (e.g., connection of a customer of telephone provider A to a customer of telephone company B) or sharing data and other information resources. Reasonable inquiry means an inquiry designed to uncover any information in the entity's possession about the identity of the producer or provider of covered telecommunications equipment or services used by the entity that excludes the need to include an internal or third-party audit. Roaming means cellular communications services (e.g., voice, video, data) received from a visited network when unable to connect to the facilities of the home network either because signal coverage is too weak or because traffic is too high. Substantial or essential component means any component necessary for the proper function or performance of a piece of equipment, system, or service. (b)Prohibition. (1) Section 889(a)(1)(A) of the John S. McCain National Defense Authorization Act for Fiscal Year 2019 (Pub. L. 115-232) prohibits the head of an executive agency on or after August 13, 2019, from procuring or obtaining, or extending or renewing a contract to procure or obtain, any equipment, system, or service that uses covered telecommunications equipment or services as a substantial or essential component of any system, or as critical technology as part of any system. The Contractor is prohibited from providing to the Government any equipment, system, or service that uses covered telecommunications equipment or services as a substantial or essential component of any system, or as critical technology as part of any system, unless an exception at paragraph (c) of this clause applies or the covered telecommunication equipment or services are covered by a waiver described in FAR 4.2104. (2) Section 889(a)(1)(B) of the John S. McCain National Defense Authorization Act for Fiscal Year 2019 (Pub. L. 115- 232) prohibits the head of an executive agency on or after August 13, 2020, from entering into a contract, or extending or renewing a contract, with an entity that uses any equipment, system, or service that uses covered telecommunications equipment or services as a substantial or essential component of any system, or as critical technology as part of any system, unless an exception at paragraph (c) of this clause applies or the covered telecommunication equipment or services are covered by a waiver described in FAR 4.2104. This prohibition applies to the use of covered telecommunications equipment or services, regardless of whether that use is in performance of work under a Federal contract. (c)Exceptions. This clause does not prohibit contractors from providing— (1) A service that connects to the facilities of a third-party, such as backhaul, roaming, or interconnection arrangements; or (2) Telecommunications equipment that cannot route or redirect user data traffic or permit visibility into any user data or packets that such equipment transmits or otherwise handles. (d) Reporting requirement. (1) In the event the Contractor identifies covered telecommunications equipment or services used as a substantial or essential component of any system, or as critical technology as part of any system, during contract performance, or the Contractor is notified of such by a subcontractor at any tier or by any other source, the Contractor shall report the information in paragraph (d)(2) of this clause to the Contracting Officer, unless elsewhere in this contract are established procedures for reporting the information; in the case of the Department of Defense, the Contractor shall report to the website at https://dibnet.dod.mil. For indefinite delivery contracts, the Contractor shall report to the Contracting Officer for the indefinite delivery contract and the Contracting Officer(s) for any affected order or, in the case of the Department of Defense, identify both the indefinite delivery contract and any affected orders in the report provided at https://dibnet.dod.mil. (2) The Contractor shall report the following information pursuant to paragraph (d)(1) of this clause (i) Within one business day from the date of such identification or notification: the contract number; the order number(s), if applicable; supplier name; supplier unique entity identifier (if known); supplier Commercial and Government Entity (CAGE) code (if known); brand; model number (original equipment manufacturer number, manufacturer part number, or wholesaler number); item description; and any readily available information about mitigation actions undertaken or recommended. (ii) Within 10 business days of submitting the information in paragraph (d)(2)(i) of this clause: any further available information about mitigation actions undertaken or recommended. In addition, the Contractor shall describe the efforts it undertook to prevent use or submission of covered telecommunications equipment or services, and any additional efforts that will be incorporated to prevent future use or submission of covered telecommunications equipment or services. Version February 12, 2025 (H) Debarment and Suspension (Executive Orders 12549 and 12689)—A contract award (see 2 CFR 180.220) must not be made to parties listed on the government wide exclusions in the System for Award Management (SAM), in accordance with the Executive Office of the President Office of Management and Budget (OMB) guidelines at 2 CFR 180 that implement Executive Orders 12549 (3 CFR part 1986 Comp., p. 189) and 12689 (3 CFR part 1989 Comp., p. 235), “Debarment and Suspension.” SAM Exclusions contains the names of parties debarred, suspended, or otherwise excluded by agencies, as well as parties declared ineligible under statutory or regulatory authority other than Executive Order 12549. Pursuant to Federal Rule (H) above, when federal funds are expended by Participating Agency, the offeror certifies that during the term of an award for all contracts by Participating Agency resulting from this procurement process, the offeror certifies that neither it nor its principals is presently debarred, suspended, proposed for debarment, declared ineligible, or voluntarily excluded from participation by any federal department or agency. If at any time during the term of an award the offeror or its principals becomes debarred, suspended, proposed for debarment, declared ineligible, or voluntarily excluded from participation by any federal department or agency, the offeror will notify the Participating Agency. Does offeror agree? YES Initials of Authorized Representative of offeror (I) Byrd Anti-Lobbying Amendment (31 U.S.C. 1352)—Contractors that apply or bid for an award exceeding $100,000 must file the required certification. Each tier certifies to the tier above that it will not and has not used Federal appropriated funds to pay any person or organization for influencing or attempting to influence an officer or employee of any agency, a member of Congress, officer or employee of Congress, or an employee of a member of Congress in connection with obtaining any Federal contract, grant or any other award covered by 31 U.S.C. 1352. Each tier must also disclose any lobbying with non-Federal funds that takes place in connection with obtaining any Federal award. Such disclosures are forwarded from tier to tier up to the non-Federal award. Pursuant to Federal Rule (I) above, when federal funds are expended by Participating Agency, the offeror certifies that during the term and after the awarded term of an award for all contracts by Participating Agency resulting from this procurement process, the offeror certifies that it is in compliance with all applicable provisions of the Byrd Anti-Lobbying Amendment (31 U.S.C. 1352). The undersigned further certifies that: (1) No Federal appropriated funds have been paid or will be paid, by or on behalf of the undersigned, to any person for influencing or attempting to influence an officer or employee of any Federal agency, a Member of Congress, an officer or employee of Congress, or an employee of a Member of Congress in connection with the awarding of any Federal contract, the making of any Federal grant, the making of any Federal loan, the entering into of any cooperative agreement, and the extension, continuation, renewal, amendment, or modification of any Federal contract, grant, loan, or cooperative agreement. (2) If any funds other than Federal appropriated funds have been paid or will be paid to any person for influencing or attempting to influence an officer or employee of any Federal agency, a Member of Congress, an officer or employee of Congress, or an employee of a Member of Congress in connection with this Federal contract, grant, loan, or cooperative agreement, the undersigned shall complete and submit Standard Form-LLL, "Disclosure of Lobbying Activities," in accordance with its instructions. This certification is a material representation of fact upon which reliance was placed when this transaction was made or entered into. Submission of this certification is a prerequisite for making or entering into this transaction imposed by Section 1352, Title 31, U.S. Code. Any person who fails to file the required certification shall be subject to a civil penalty of not less than $10,000 and not more than $100,000 for each such failure. (3) The prospective participant also agrees by submitting his or her bid or proposal that he or she shall require that the language of this certification be included in all lower tier subcontracts, which exceed $100,000 and that all such subrecipients shall certify and disclose accordingly. Does offeror agree? YES Initials of Authorized Representative of offeror BM BM Version February 12, 2025 FEMA AND ADDITIONAL FEDERAL FUNDING SPECIAL CONDITIONS Awarded Supplier(s) (also referred to as Contractors) may need to respond to events and losses where products and services are needed for the immediate and initial response to emergency situations such as, but not limited to, water damage, fire damage, vandalism cleanup, biohazard cleanup, sewage decontamination, deodorization, and/or wind damage during a disaster or emergency situation. By submitting a proposal, the Supplier is accepted these FEMA and Additional Federal Funding Special Conditions required by the Federal Emergency Management Agency (FEMA) and other federal entities. “Contract” in the below pages under FEMA AND ADDITIONAL FEDERAL FUNDING SPECIAL CONDITIONS is also referred to and defined as the “Master Agreement”. “Contractor” in the below pages under FEMA AND ADDITIONAL FEDERAL FUNDING SPECIAL CONDITIONS is also referred to and defined as “Supplier” or “Awarded Supplier”. Conflicts of Interest No employee, officer, or agent may participate in the selection, award, or administration of a contract supported by a FEMA award if he or she has a real or apparent conflict of interest. Such a conflict would arise when the employee, officer, or agent, any member of his or her immediate family, his or her partner, or an organization which employs or is about to employ any of these parties, has a financial or other interest in or a tangible personal benefit from a firm considered for award. 2 C.F.R. § 200.318(c)(1); See also Standard Form 424D, ¶ 7; Standard Form 424B, ¶ 3. i. FEMA considers a “financial interest” to be the potential for gain or loss to the employee, officer, or agent, any member of his or her immediate family, his or her partner, or an organization which employs or is about to employ any of these parties as a result of the particular procurement. The prohibited financial interest may arise from ownership of certain financial instruments or investments such as stock, bonds, or real estate, or from a salary, indebtedness, job offer, or similar interest that might be affected by the particular procurement. ii. FEMA considers an “apparent” conflict of interest to exist where an actual conflict does not exist, but where a reasonable person with knowledge of the relevant facts would question the impartiality of the employee, officer, or agent participating in the procurement. c. Gifts. The officers, employees, and agents of the Participating Public Agency nor the Participating Public Agency (“NFE”) must neither solicit nor accept gratuities, favors, or anything of monetary value from contractors or parties to subcontracts. However, NFE’s may set standards for situations in which the financial interest is de minimus, not substantial, or the gift is an unsolicited item of nominal value. 2 C.F.R. § 200.318(c)(1). d. Violations. The NFE’s written standards of conduct must provide for disciplinary actions to be applied for violations of such standards by officers, employees, or agents of the NFE. 2 C.F.R. § 200.318(c)(1). For example, the penalty for a NFE’s employee may be dismissal, and the penalty for a contractor might be the termination of the contract. Contractor Integrity A contractor must have a satisfactory record of integrity and business ethics. Contractors that are debarred or suspended, as described in and subject to the debarment and suspension regulations implementing Executive Order 12549, Debarment and Suspension (1986) and Executive Order 12689, Debarment and Suspension (1989) at 2 C.F.R. Part 180 and the Department of Homeland Security’s regulations at 2 C.F.R. Part 3000 (Non-procurement Debarment and Suspension), must be rejected and cannot receive contract awards at any level. Notice of Legal Matters Affecting the Federal Government In the event FTA or DOT funding is used by Participating Public Agency, Contractor agrees to: 1) The Contractor agrees that if a current or prospective legal matter that may affect the Federal Government emerges, the Contractor shall promptly notify the Participating Public Agency of the legal matter in accordance with 2 C.F.R. §§ 180.220 and 1200.220. Version February 12, 2025 2) The types of legal matters that require notification include, but are not limited to, a major dispute, breach, default, litigation, or naming the Federal Government as a party to litigation or a legal disagreement in any forum for any reason. 3) The Contractor further agrees to include the above clause in each subcontract, at every tier, financed in whole or in part with Federal assistance provided by the FTA. Public Policy A contractor must comply with the public policies of the Federal Government and state, local government, or tribal government. This includes, among other things, past and current compliance with the: a. Equal opportunity and nondiscrimination laws b. Five affirmative steps described at 2 C.F.R. § 200.321(b) for all subcontracting under contracts supported by FEMA financial assistance; and FEMA Procurement Guidance June 21, 2016 Page IV- 7 c. Applicable prevailing wage laws, regulations, and executive orders Affirmative Socioeconomic Steps For any subcontracting opportunities, Contractor must take the following Affirmative steps: 1. Placing qualified small and minority businesses and women's business enterprises on solicitation lists; 2. Assuring that small and minority businesses, and women's business enterprises are solicited whenever they are potential sources; 3. Dividing total requirements, when economically feasible, into smaller tasks or quantities to permit maximum participation by small and minority businesses, and women's business enterprises; 4. Establishing delivery schedules, where the requirement permits, which encourage participation by small and minority businesses, and women's business enterprises; and 5. Using the services and assistance, as appropriate, of such organizations as the Small Business Administration and the Minority Business Development Agency of the Department of Commerce. Prevailing Wage Requirements When applicable, the awarded Contractor (s) and any and all subcontractor(s) agree to comply with all laws regarding prevailing wage rates including the Davis-Bacon Act, applicable to this solicitation and/or Participating Public Agencies. The Participating Public Agency shall notify the Contractor of the applicable pricing/prevailing wage rates and must apply any local wage rates requested. The Contractor and any subcontractor(s) shall comply with the prevailing wage rates set by the Participating Public Agency. Federal Requirements If products and services are issued in response to an emergency or disaster recovery the items below, located in this FEMA Special Conditions section of the Federal Funds Certifications, are activated and required when federal funding may be utilized. 2 C.F.R. § 200.326 and 2 C.F.R. Part 200, Appendix II, Required Contract Clauses 1.CONTRACT REMEDIES Contracts for more than the federal simplified acquisition threshold (SAT), the dollar amount below which an NFE may purchase property or services using small purchase methods, currently set at $250,000 for procurements made on or after June 20, 2018,4 must address administrative, contractual, or legal remedies in instances where contractors violate or breach contract terms and must provide for sanctions and penalties as appropriate. Version February 12, 2025 1.1 Applicability This contract provision is required for contracts over the SAT, currently set at $250,000 for procurements made on or after June 20, 2018. Although not required for contracts at or below the SAT, FEMA suggests including a remedies provision. 1.2 Additional Considerations For FEMA’s Assistance to Firefighters Grant (AFG) Program, recipients must include a penalty clause in all contracts for any AFG-funded vehicle, regardless of dollar amount. In that situation, the contract must include a clause addressing that non-delivery by the contract’s specified date or other vendor nonperformance will require a penalty of no less than $100 per day until such time that the vehicle, compliant with the terms of the contract, has been accepted by the recipient. This penalty clause should, however, account for force majeure or acts of God. AFG recipients should refer to the applicable year’s Notice of Funding Opportunity (NOFO) for additional information, which can be accessed at FEMA.gov. 2.TERMINATION FOR CAUSE AND CONVENIENCE a.Standard. All contracts in excess of $10,000 must address termination for cause and for convenience by the non-Federal entity, including the manner by which it will be effected and the basis for settlement. See 2 C.F.R. Part 200, Appendix II(B). b.Applicability. This requirement applies to all FEMA grant and cooperative agreement programs. 3.EQUAL EMPLOYMENT OPPORTUNITY When applicable: a.Standard. Except as otherwise provided under 41 C.F.R. Part 60, all contracts that meet the definition of “federally assisted construction contract” in 41 C.F.R. § 60-1.3 must include the equal opportunity clause provided under 41 C.F.R. § 60- 1.4(b), in accordance with Executive Order 11246, Equal Employment Opportunity (30 Fed. Reg. 12319, 12935, 3 C.F.R. Part, 1964-1965 Comp., p. 339), as amended by Executive Order 11375, Amending Executive Order 11246 Relating to Equal Employment Opportunity, and implementing regulations at 41 C.F.R. Part 60 (Office of Federal Contract Compliance Programs, Equal Employment Opportunity, Department of Labor). See 2 C.F.R. Part 200, Appendix II(C). b.Key Definitions. i. Federally Assisted Construction Contract. The regulation at 41 C.F.R. § 60- 1.3 defines a “federally assisted construction contract” as any agreement or modification thereof between any applicant and a person for construction work which is paid for in whole or in part with funds obtained from the Government or borrowed on the credit of the Government pursuant to any Federal program involving a grant, contract, loan, insurance, or guarantee, or undertaken pursuant to any Federal program involving such grant, contract, loan, insurance, or guarantee, or any application or modification thereof approved by the Government for a grant, contract, Version February 12, 2025 loan, insurance, or guarantee under which the applicant itself participates in the construction work. ii. Construction Work. The regulation at 41 C.F.R. § 60-1.3 defines “construction work” as the construction, rehabilitation, alteration, conversion, extension, demolition or repair of buildings, highways, or other changes or improvements to real property, including facilities providing utility services. The term also includes the supervision, inspection, and other onsite functions incidental to the actual construction. c.Applicability. This requirement applies to all FEMA grant and cooperative agreement programs. d.Required Language. The regulation at 41 C.F.R. Part 60-1.4(b) requires the insertion of the following contract clause. During the performance of this contract, the contractor agrees as follows: (1)The contractor will not discriminate against any employee or applicant for employment because of race, color, religion, sex, sexual orientation, gender identity, or national origin. The contractor will take affirmative action to ensure that applicants are employed, and that employees are treated during employment without regard to their race, color, religion, sex, sexual orientation, gender identity, or national origin. Such action shall include, but not be limited to the following: Employment, upgrading, demotion, or transfer; recruitment or recruitment advertising; layoff or termination; rates of pay or other forms of compensation; and selection for training, including apprenticeship. The contractor agrees to post in conspicuous places, available to employees and applicants for employment, notices to be provided setting forth the provisions of this nondiscrimination clause. (2)The contractor will, in all solicitations or advertisements for employees placed by or on behalf of the contractor, state that all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, or national origin. (3)The contractor will not discharge or in any other manner discriminate against any employee or applicant for employment because such employee or applicant has inquired about, discussed, or disclosed the compensation of the employee or applicant or another employee or applicant. This provision shall not apply to instances in which an employee who has access to the compensation information of other employees or applicants as a part of such employee's essential job functions discloses the compensation of such other employees or applicants to individuals who do not otherwise have access to such information, unless such disclosure is in response to a formal complaint or charge, in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or is consistent with the contractor's legal duty to furnish information. (4)The contractor will send to each labor union or representative of workers with which he has a collective bargaining agreement or other contract or understanding, a notice to be provided advising the said labor union or workers' representatives of the contractor's commitments under this section and shall post copies of the notice in conspicuous places available to employees and applicants for employment. (5)The contractor will comply with all provisions of Executive Order 11246 of September Version February 12, 2025 24, 1965, and of the rules, regulations, and relevant orders of the Secretary of Labor. (6)The contractor will furnish all information and reports required by Executive Order 11246 of September 24, 1965, and by rules, regulations, and orders of the Secretary of Labor, or pursuant thereto, and will permit access to his books, records, and accounts by the administering agency and the Secretary of Labor for purposes of investigation to ascertain compliance with such rules, regulations, and orders. (7)In the event of the contractor's noncompliance with the nondiscrimination clauses of this contract or with any of the said rules, regulations, or orders, this contract may be canceled, terminated, or suspended in whole or in part and the contractor may be declared ineligible for further Government contracts or federally assisted construction contracts in accordance with procedures authorized in Executive Order 11246 of September 24, 1965, and such other sanctions may be imposed and remedies invoked as provided in Executive Order 11246 of September 24, 1965, or by rule, regulation, or order of the Secretary of Labor, or as otherwise provided by law. (8)The contractor will include the portion of the sentence immediately preceding paragraph (1) and the provisions of paragraphs (1) through (8) in every subcontract or purchase order unless exempted by rules, regulations, or orders of the Secretary of Labor issued pursuant to section 204 of Executive Order 11246 of September 24, 1965, so that such provisions will be binding upon each subcontractor or vendor. The contractor will take such action with respect to any subcontract or purchase order as the administering agency may direct as a means of enforcing such provisions, including sanctions for noncompliance: Provided, however, that in the event a contractor becomes involved in, or is threatened with, litigation with a subcontractor or vendor as a result of such direction by the administering agency, the contractor may request the United States to enter into such litigation to protect the interests of the United States. The applicant further agrees that it will be bound by the above equal opportunity clause with respect to its own employment practices when it participates in federally assisted construction work: Provided, That if the applicant so participating is a State or local government, the above equal opportunity clause is not applicable to any agency, instrumentality or subdivision of such government which does not participate in work on or under the contract. The applicant agrees that it will assist and cooperate actively with the administering agency and the Secretary of Labor in obtaining the compliance of contractors and subcontractors with the equal opportunity clause and the rules, regulations, and relevant orders of the Secretary of Labor, that it will furnish the administering agency and the Secretary of Labor such information as they may require for the supervision of such compliance, and that it will otherwise assist the administering agency in the discharge of the agency's primary responsibility for securing compliance. The applicant further agrees that it will refrain from entering into any contract or contract modification subject to Executive Order 11246 of September 24, 1965, with a contractor debarred from, or who has not demonstrated eligibility for, Government contracts and federally assisted construction contracts pursuant to the Executive Order and will carry out such sanctions and penalties for violation of the equal opportunity clause as may be imposed upon contractors and subcontractors by the administering agency or the Secretary of Labor pursuant to Part II, Subpart D of the Executive Order. In addition, the applicant agrees that if it fails or refuses to comply with these undertakings, the administering agency may take any or all of the following actions: Cancel, terminate, or Version February 12, 2025 suspend in whole or in part this grant (contract, loan, insurance, guarantee); refrain from extending any further assistance to the applicant under the program with respect to which the failure or refund occurred until satisfactory assurance of future compliance has been received from such applicant; and refer the case to the Department of Justice for appropriate legal proceedings. 4.DAVIS-BACON ACT a.Standard. All prime construction contracts in excess of $2,000 awarded by non- Federal entities must include a provision for compliance with the Davis-Bacon Act (40 U.S.C. §§ 3141- 3144 and 3146-3148) as supplemented by Department of Labor regulations at 29 C.F.R. Part 5 (Labor Standards Provisions Applicable to Contracts Covering Federally Financed and Assisted Construction). See 2 C.F.R. Part 200, Appendix II(D). In accordance with the statute, contractors must be required to pay wages to laborers and mechanics at a rate not less than the prevailing wages specified in a wage determination made by the Secretary of Labor. In addition, contractors must be required to pay wages not less than once a week. b.Applicability. The Davis-Bacon Act applies to the Emergency Management Preparedness Grant Program, Homeland Security Grant Program, Nonprofit Security Grant Program, Tribal Homeland Security Grant Program, Port Security Grant Program, and Transit Security Grant Program, intercity Passenger Rail Program, and Rehabilitation of High Hazard Potential Dams Program. c.Requirements. If applicable, the non-federal entity must do the following: i. The non-Federal entity must place a copy of the current prevailing wage determination issued by the Department of Labor in each solicitation. The decision to award a contract or subcontract must be conditioned upon the acceptance of the wage determination. The non-Federal entity must report all suspected or reported violations to the Federal awarding agency. ii. Additionally, pursuant 2 C.F.R. Part 200, Appendix II(D), contracts subject to the Davis-Bacon Act, must also include a provision for compliance with the Copeland “Anti-Kickback” Act (40 U.S.C. § 3145), as supplemented by Department of Labor regulations at 29 C.F.R. Part 3 (Contractors and Subcontractors on Public Building or Public Work Financed in Whole or in Part by Loans or Grants from the United States). The Copeland Anti- Kickback Act provides that each contractor or subrecipient must be prohibited from inducing, by any means, any person employed in the construction, completion, or repair of public work, to give up any part of the compensation to which he or she is otherwise entitled. The non- Federal entity must report all suspected or reported violations to FEMA. iii. Include a provision for compliance with the Davis-Bacon Act (40 U.S.C. 3141- 3144, and 3146-3148) as supplemented by Department of Labor regulations (29 CFR Part 5, “Labor Standards Provisions Applicable to Contracts Covering Federally Financed and Assisted Construction”). Suggested Language. The following provides a sample contract clause: Compliance with the Davis-Bacon Act. a.All transactions regarding this contract shall be done in Version February 12, 2025 compliance with the Davis-Bacon Act (40 U.S.C. 3141- 3144, and 3146-3148) and the requirements of 29 C.F.R. pt. 5 as may be applicable. The contractor shall comply with 40 U.S.C. 3141- 3144, and 3146-3148 and the requirements of 29 C.F.R. pt. 5 as applicable. b.Contractors are required to pay wages to laborers and mechanics at a rate not less than the prevailing wages specified in a wage determination made by the Secretary of Labor. c.Additionally, contractors are required to pay wages not less than once a week. 5.COPELAND ANTI-KICKBACK ACT a.Standard. Recipient and subrecipient contracts must include a provision for compliance with the Copeland “Anti-Kickback” Act (40 U.S.C. 3145), as supplemented by Department of Labor regulations (29 CFR Part 3, “Contractors and Subcontractors on Public Building or Public Work Financed in Whole or in Part by Loans or Grants from the United States”). b.Applicability. This requirement applies to all contracts for construction or repair work above $2,000 in situations where the Davis-Bacon Act also applies. It DOES NOT apply to the FEMA Public Assistance Program. c.Requirements. If applicable, the non-federal entity must include a provision for compliance with the Copeland “Anti-Kickback” Act (40 U.S.C. § 3145), as supplemented by Department of Labor regulations at 29 C.F.R. Part 3 (Contractors and Subcontractors on Public Building or Public Work Financed in Whole or in Part by Loans or Grants from the United States). Each contractor or subrecipient must be prohibited from inducing, by any means, any person employed in the construction, completion, or repair of public work, to give up any part of the compensation to which he or she is otherwise entitled. The non-Federal entity must report all suspected or reported violations to FEMA. Additionally, in accordance with the regulation, each contractor and subcontractor must furnish each week a statement with respect to the wages paid each of its employees engaged in work covered by the Copeland Anti-Kickback Act and the Davis Bacon Act during the preceding weekly payroll period. The report shall be delivered by the contractor or subcontractor, within seven days after the regular payment date of the payroll period, to a representative of a Federal or State agency in charge at the site of the building or work. Sample Language. The following provides a sample contract clause: Compliance with the Copeland “Anti-Kickback” Act. a.Contractor. The contractor shall comply with 18 U.S.C. § 874, 40 U.S.C. § 3145, and the requirements of 29 C.F.R. pt. 3 as may be applicable, which are incorporated by reference into this contract. b.Subcontracts. The contractor or subcontractor shall insert in any subcontracts the clause above and such other clauses as FEMA may by appropriate instructions require, and also a clause requiring the subcontractors to include these clauses in any lower tier subcontracts. The prime contractor shall be responsible for the compliance by any subcontractor or lower tier subcontractor with all of these contract Version February 12, 2025 clauses. c.Breach. A breach of the contract clauses above may be grounds for termination of the contract, and for debarment as a contractor and subcontractor as provided in 29 C.F.R. §5.12.” 6.CONTRACT WORK HOURS AND SAFETY STANDARDS ACT a. Standard. Where applicable (see 40 U.S.C. §§ 3701-3708), all contracts awarded by the non-Federal entity in excess of $100,000 that involve the employment of mechanics or laborers must include a provision for compliance with 40 U.S.C. §§ 3702 and 3704, as supplemented by Department of Labor regulations at 29 C.F.R. Part 5. See 2 C.F.R. Part 200, Appendix II(E). Under 40 U.S.C. § 3702, each contractor must be required to compute the wages of every mechanic and laborer on the basis of a standard work week of 40 hours. Work in excess of the standard work week is permissible provided that the worker is compensated at a rate of not less than one and a half times the basic rate of pay for all hours worked in excess of 40 hours in the work week. Further, no laborer or mechanic must be required to work in surroundings or under working conditions which are unsanitary, hazardous, or dangerous. b. Applicability. This requirement applies to all FEMA contracts awarded by the non- federal entity in excess of $100,000 under grant and cooperative agreement programs that involve the employment of mechanics or laborers. It is applicable to construction work. These requirements do not apply to the purchase of supplies or materials or articles ordinarily available on the open market, or contracts for transportation or transmission of intelligence. c. Suggested Language. The regulation at 29 C.F.R. § 5.5(b) provides contract clause language concerning compliance with the Contract Work Hours and Safety Standards Act. FEMA suggests including the following contract clause: Compliance with the Contract Work Hours and Safety Standards Act. (1) Overtime requirements. No contractor or subcontractor contracting for any part of the contract work which may require or involve the employment of laborers or mechanics shall require or permit any such laborer or mechanic in any workweek in which he or she is employed on such work to work in excess of forty hours in such workweek unless such laborer or mechanic receives compensation at a rate not less than one and one-half times the basic rate of pay for all hours worked in excess of forty hours in such workweek. (2) Violation; liability for unpaid wages; liquidated damages. In the event of any violation of the clause set forth in paragraph (b)(1) of this section the contractor and any subcontractor responsible therefor shall be liable for the unpaid wages. In addition, such contractor and subcontractor shall be liable to the United States (in the case of work done under contract for the District of Columbia or a territory, to such District or to such territory), for liquidated damages. Such liquidated damages shall be computed with respect to each individual laborer or mechanic, including watchmen and guards, employed in violation of the clause set forth in paragraph (b)(1) of this section, in the sum of $27 for each calendar day on which such individual was required or permitted to work in excess of the standard workweek of forty hours without payment of the overtime wages required by the clause set forth in paragraph (b)(1) of this section. Version February 12, 2025 (3) Withholding for unpaid wages and liquidated damages. The Federal agency or loan/grant recipient shall upon its own action or upon written request of an authorized representative of the Department of Labor withhold or cause to be withheld, from any moneys payable on account of work performed by the contractor or subcontractor under any such contract or any other Federal contract with the same prime contractor, or any other federally-assisted contract subject to the Contract Work Hours and Safety Standards Act, which is held by the same prime contractor, such sums as may be determined to be necessary to satisfy any liabilities of such contractor or subcontractor for unpaid wages and liquidated damages as provided in the clause set forth in paragraph (b)(2) of this section. (4) Subcontracts. The contractor or subcontractor shall insert in any subcontracts the clauses set forth in paragraph (b)(1) through (4) of this section and also a clause requiring the subcontractors to include these clauses in any lower tier subcontracts. The prime contractor shall be responsible for compliance by any subcontractor or lower tier subcontractor with the clauses set forth in paragraphs (b)(1) through (4) of this section. 7.RIGHTS TO INVENTIONS MADE UNDER A CONTRACT OR AGREEMENT a. Standard. If the FEMA award meets the definition of “funding agreement” under 37C.F.R. § 401.2(a) and the non-Federal entity wishes to enter into a contract with a small business firm or nonprofit organization regarding the substitution of parties, assignment or performance of experimental, developmental, or research work under that “funding agreement,” the non- Federal entity must comply with the requirements of 37 C.F.R. Part 401 (Rights to Inventions Made by Nonprofit Organizations and Small Business Firms Under Government Grants, Contracts and Cooperative Agreements), and any implementing regulations issued by FEMA. See 2 C.F.R. Part 200, Appendix II(F). b. Applicability. This requirement applies to “funding agreements,” but it DOES NOT apply to the Public Assistance, Hazard Mitigation Grant Program, Fire Management Assistance Grant Program, Crisis Counseling Assistance and Training Grant Program, Disaster Case Management Grant Program, and Federal Assistance to Individuals and Households – Other Needs Assistance Grant Program, as FEMA awards under these programs do not meet the definition of “funding agreement.” c. Funding Agreements Definition. The regulation at 37 C.F.R. § 401.2(a) defines “funding agreement” as any contract, grant, or cooperative agreement entered into between any Federal agency, other than the Tennessee Valley Authority, and any contractor for the performance of experimental, developmental, or research work funded in whole or in part by the Federal government. This term also includes any assignment, substitution of parties, or subcontract of any type entered into for the performance of experimental, developmental, or research work under a funding agreement as defined in the first sentence of this paragraph. 8.CLEAN AIR ACT AND THE FEDERAL WATER POLLUTION CONTROL ACT a. Standard. If applicable, contracts must contain a provision that requires the contractor to agree to comply with all applicable standards, orders, or regulations issued pursuant to the Clean Air Act (42 U.S.C. §§ 7401-7671q.) and the Federal Water Pollution Control Act as amended (33 U.S.C. §§ 1251-1387). Violations must be reported to FEMA and the Regional Office of the Environmental Protection Agency. See 2 C.F.R. Part 200, Version February 12, 2025 Appendix II(G). b. Applicability. This requirement applies to contracts awarded by a non-federal entity of amounts in excess of $150,000 under a federal grant. c. Suggested Language. The following provides a sample contract clause. Clean Air Act 1.The contractor agrees to comply with all applicable standards, orders or regulations issued pursuant to the Clean Air Act, as amended, 42 U.S.C. § 7401 et seq. 2.The contractor agrees to report each violation to the Participating Public Agency and understands and agrees that the Participating Public Agency will, in turn, report each violation as required to assure notification to the Federal Emergency Management Agency, and the appropriate Environmental Protection Agency Regional Office. 3.The contractor agrees to include these requirements in each subcontract exceeding $150,000 financed in whole or in part with Federal assistance provided by FEMA. Federal Water Pollution Control Act 1.The contractor agrees to comply with all applicable standards, orders, or regulations issued pursuant to the Federal Water Pollution Control Act, as amended, 33 U.S.C. 1251 et seq. 2.The contractor agrees to report each violation to the Participating Public Agency and understands and agrees that the Participating Public Agency will, in turn, report each violation as required to assure notification to the Federal Emergency Management Agency, and the appropriate Environmental Protection Agency Regional Office. 3.The contractor agrees to include these requirements in each subcontract exceeding $150,000 financed in whole or in part with Federal assistance provided by FEMA. 9.DEBARMENT AND SUSPENSION a. Standard. Non-Federal entities and contractors are subject to the debarment and suspension regulations implementing Executive Order 12549, Debarment and Suspension (1986) and Executive Order 12689, Debarment and Suspension (1989) at 2 C.F.R. Part 180 and the Department of Homeland Security’s regulations at 2 C.F.R. Part 3000 (Non-procurement Debarment and Suspension). b. Applicability. This requirement applies to all FEMA grant and cooperative agreement programs. Version February 12, 2025 c. Requirements. i.These regulations restrict awards, subawards, and contracts with certain parties that are debarred, suspended, or otherwise excluded from or ineligible for participation in Federal assistance programs and activities. See 2 C.F.R. Part 200, Appendix II(H); and 2 C.F.R. § 200.213. A contract award must not be made to parties listed in the SAM Exclusions. SAM Exclusions is the list maintained by the General Services Administration that contains the names of parties debarred, suspended, or otherwise excluded by agencies, as well as parties declared ineligible under statutory or regulatory authority other than Executive Order 12549. SAM exclusions can be accessed at www.sam.gov. See 2 C.F.R. § 180.530. ii.In general, an “excluded” party cannot receive a Federal grant award or a contract within the meaning of a “covered transaction,” to include subawards and subcontracts. This includes parties that receive Federal funding indirectly, such as contractors to recipients and subrecipients. The key to the exclusion is whether there is a “covered transaction,” which is any non-procurement transaction (unless excepted) at either a “primary” or “secondary” tier. Although “covered transactions” do not include contracts awarded by the Federal Government for purposes of the non-procurement common rule and DHS’s implementing regulations, it does include some contracts awarded by recipients and subrecipients. iii.Specifically, a covered transaction includes the following contracts for goods or services: 1.The contract is awarded by a recipient or subrecipient in the amount of at least $25,000. 2.The contract requires the approval of FEMA, regardless of amount. 3.The contract is for federally-required audit services. 4.A subcontract is also a covered transaction if it is awarded by the contractor of a recipient or subrecipient and requires either the approval of FEMA or is in excess of $25,000. d. Suggested Language. The following provides a debarment and suspension clause. It incorporates an optional method of verifying that contractors are not excluded or disqualified. Suspension and Debarment (1) This contract is a covered transaction for purposes of 2 C.F.R. pt. 180 and 2 C.F.R. pt. 3000. As such, the contractor is required to verify that none of the contractor’s principals (defined at 2 C.F.R. § 180.995) or its affiliates (defined at 2 C.F.R. § 180.905) are excluded (defined at 2 C.F.R. § 180.940) or disqualified (defined at 2 C.F.R. § 180.935). (2) The contractor must comply with 2 C.F.R. pt. 180, subpart C and2 C.F.R. pt. 3000, subpart C, and must include a requirement to comply with these regulations in any lower tier covered transaction it enters into. Version February 12, 2025 (3) This certification is a material representation of fact relied upon by the Participating Public Agency. If it is later determined that the contractor did not comply with 2 C.F.R. pt. 180, subpart C and 2 C.F.R. pt. 3000, subpart C, in addition to remedies available to the Participating Public Agency, the Federal Government may pursue available remedies, including but not limited to suspension and/or debarment. (4) The bidder or proposer agrees to comply with the requirements of 2 C.F.R. pt. 180, subpart C and 2 C.F.R. pt. 3000, subpart C while this offer is valid and throughout the period of any contract that may arise from this offer. The bidder or proposer further agrees to include a provision requiring such compliance in its lower tier covered transactions. 10.BYRD ANTI-LOBBYING AMENDMENT a. Standard. Each tier certifies to the tier above that it will not and has not used Federal appropriated funds to pay any person or organization for influencing or attempting to influence an officer or employee of any agency, a Member of Congress, officer or employee of Congress, or an employee of a Member of Congress in connection with obtaining any Federal contract, grant or any other award covered by 31 U.S.C. § 1352. FEMA’s regulation at 44 C.F.R. Part 18 implements the requirements of 31 U.S.C. § 1352 and provides, in Appendix A to Part 18, a copy of the certification that is required to be completed by each entity as described in 31 U.S.C. § 1352. Each tier must also disclose any lobbying with non-Federal funds that takes place in connection with obtaining any Federal award. Such disclosures are forwarded from tier to tier up to the Federal awarding agency. b. Applicability. This requirement applies to all FEMA grant and cooperative agreement programs. Contractors that apply or bid for a contract of $100,000 or more under a federal grant must file the required certification. See 2 C.F.R. Part 200, Appendix II(I); 31 U.S.C. § 1352; and 44 C.F.R. Part 18. c. Suggested Language. Byrd Anti-Lobbying Amendment, 31 U.S.C. § 1352 (as amended) Contractors who apply or bid for an award of $100,000 or more shall file the required certification. Each tier certifies to the tier above that it will not and has not used Federal appropriated funds to pay any person or organization for influencing or attempting to influence an officer or employee of any agency, a Member of Congress, officer or employee of Congress, or an employee of a Member of Congress in connection with obtaining any Federal contract, grant, or any other award covered by 31 U.S.C. § 1352. Each tier shall also disclose any lobbying with non-Federal funds that takes place in connection with obtaining any Federal award. Such disclosures are forwarded from tier to tier up to the recipient who in turn will forward the certification(s) to the awarding agency. d. Required Certification. If applicable, contractors must sign and submit to the non-federal entity the following certification. APPENDIX A, 44 C.F.R. PART 18 – CERTIFICATION REGARDING LOBBYING Certification for Contracts, Grants, Loans, and Cooperative Agreements 11.PROCUREMENT OF RECOVERED MATERIALS a. Standard. A non-Federal entity that is a state agency or agency of a political subdivision of a state and its contractors must comply with Section 6002 of the Solid Waste Disposal Act, as amended by the Resource Conservation and Recovery Act. See 2 C.F.R. Part 200, Appendix II(J); and 2 C.F.R. § 200.322. b. Applicability. This requirement applies to all contracts awarded by a non- federal entity under FEMA grant and cooperative agreement programs. c. Requirements. The requirements of Section 6002 include procuring only items designated in guidelines of the EPA at 40 C.F.R. Part 247 that contain the highest percentage of recovered materials practicable, consistent with maintaining a satisfactory level of competition, where the purchase price of the item exceeds $10,000 or the value of the quantity acquired by the preceding fiscal year exceeded $10,000; procuring solid waste management services in a manner that maximizes energy and resource recovery; and establishing an affirmative procurement program for procurement of recovered materials identified in the EPA guidelines. d. Suggested Language. i.In the performance of this contract, the Contractor shall make maximum use of products containing recovered materials that are EPA-designated items unless the product cannot be acquired— 1. Competitively within a timeframe providing for compliance with the contract performance schedule; 2. Meeting contract performance requirements; or 3. At a reasonable price. ii.Information about this requirement, along with the list of EPA- designated items, is available at EPA’s Comprehensive Procurement Guidelines web site, https://www.epa.gov/smm/comprehensive-procurement-guideline-cpg-program. iii.The Contractor also agrees to comply with all other applicable requirements of Section 6002 of the Solid Waste Disposal Act.” 12.DOMESTIC PREFERENCES FOR PROCUREMENTS As appropriate, and to the extent consistent with law, CONTRACTOR should, to the greatest extent practicable under a federal award, provide a preference for the purchase, acquisition, or use of goods, products or materials produced in the United States. This includes, but is not limited to, iron, aluminum, steel, cement, and other manufactured products. Applicability For purchases in support of FEMA declarations and awards issued on or after November 12, 2020, all FEMA recipients and subrecipients are required to include in all contracts and purchase orders for work or products a contract provision encouraging domestic preference for procurements. Domestic Preference for Procurements As appropriate, and to the extent consistent with law, the contractor should, to the greatest extent practicable, provide a preference for the purchase, acquisition, or use of goods, products, or materials produced in the United States. This includes, but is not limited to iron, aluminum, steel, cement, and other manufactured products. For purposes of this clause: Produced in the United States means, for iron and steel products, that all manufacturing processes, from the initial melting stage through the application of coatings, occurred in the United States. Manufactured products mean items and construction materials composed in whole or in part of non-ferrous metals such as aluminum; plastics and polymer-based products such as polyvinyl chloride pipe; aggregates such as concrete; glass, including optical fiber; and lumber.” 13.ACCESS TO RECORDS Version February 12, 2025 a. Standard. All recipients, subrecipients, successors, transferees, and assignees must acknowledge and agree to comply with applicable provisions governing DHS access to records, accounts, documents, information, facilities, and staff. Recipients must give DHS/FEMA access to, and the right to examine and copy, records, accounts, and other documents and sources of information related to the federal financial assistance award and permit access to facilities, personnel, and other individuals and information as may be necessary, as required by DHS regulations and other applicable laws or program guidance. See DHS Standard Terms and Conditions: Version 8.1 (2018). Additionally, Section 1225 of the Disaster Recovery Reform Act of 2018 prohibits FEMA from providing reimbursement to any state, local, tribal, or territorial government, or private non-profit for activities made pursuant to a contract that purports to prohibit audits or internal reviews by the FEMA administrator or Comptroller General. Access to Records. The following access to records requirements apply to this contract: i.The Contractor agrees to provide Participating Public Agency, the FEMA Administrator, the Comptroller General of the United States, or any of their authorized representatives access to any books, documents, papers, and records of the Contractor which are directly pertinent to this contract for the purposes of making audits, examinations, excerpts, and transcriptions. ii.The Contractor agrees to permit any of the foregoing parties to reproduce by any means whatsoever or to copy excerpts and transcriptions as reasonably needed. iii. The Contractor agrees to provide the FEMA Administrator or his authorized representatives access to construction or other work sites pertaining to the work being completed under the contract. iv.In compliance with the Disaster Recovery Act of 2018, the Participating Public Agency and the Contractor acknowledge and agree that no language in this contract is intended to prohibit audits or internal reviews by the FEMA Administrator or the Comptroller General of the United States. 14.CHANGES a. Standard. To be eligible for FEMA assistance under the non-Federal entity’s FEMA grant or cooperative agreement, the cost of the change, modification, change order, or constructive change must be allowable, allocable, within the scope of its grant or cooperative agreement, and reasonable for the completion of project scope. b. Applicability. FEMA recommends, therefore, that a non-Federal entity include a changes clause in its contract that describes how, if at all, changes can be made by either party to alter the method, price, or schedule of the work without breaching the contract. The language of the clause may differ depending on the nature of the contract and the end-item procured. 15.DHS SEAL, LOGO, AND FLAGS a. Standard. Recipients must obtain permission prior to using the DHS seal(s), logos, crests, or reproductions of flags or likenesses of DHS agency officials. See DHS Standard Terms and Conditions: Version 8.1 (2018). b. Applicability. FEMA recommends that all non-Federal entities place in their contracts a provision that a contractor shall not use the DHS seal(s), logos, crests, or reproductions of flags or likenesses of DHS agency officials without specific FEMA pre-approval. c. “The contractor shall not use the DHS seal(s), logos, crests, or reproductions of flags or likenesses of DHS agency officials without specific FEMA pre-approval. The contractor shall include this provision in any subcontracts”. Version February 12, 2025 16.COMPLIANCE WITH FEDERAL LAW, REGULATIONS, AND EXECUTIVE ORDERS a. Standard. The recipient and its contractors are required to comply with all Federal laws, regulations, and executive orders. b. Applicability. FEMA recommends that all non-Federal entities place into their contracts an acknowledgement that FEMA financial assistance will be used to fund the contract along with the requirement that the contractor will comply with all applicable Federal law, regulations, executive orders, and FEMA policies, procedures, and directives. c. “This is an acknowledgement that FEMA financial assistance will be used to fund all or a portion of the contract. The contractor will comply with all applicable Federal law, regulations, executive orders, FEMA policies, procedures, and directives.” 17.NO OBLIGATION BY FEDERAL GOVERNMENT a. Standard. FEMA is not a party to any transaction between the recipient and its contractor. FEMA is not subject to any obligations or liable to any party for any matter relating to the contract. b. Applicability. FEMA recommends that the non-Federal entity include a provision in its contract that states that the Federal Government is not a party to the contract and is not subject to any obligations or liabilities to the non-Federal entity, contractor, or any other party pertaining to any matter resulting from the contract. c. “The Federal Government is not a party to this contract and is not subject to any obligations or liabilities to the non-Federal entity, contractor, or any other party pertaining to any matter resulting from the contract.” 18.PROGRAM FRAUD AND FALSE OR FRAUDULENT STATEMENTS OR RELATED ACTS a. Standard. Recipients must comply with the requirements of The False Claims Act (31 U.S.C. §§ 3729- 3733) which prohibits the submission of false or fraudulent claims for payment to the federal government. See DHS Standard Terms and Conditions: Version 8.1 (2018); and 31 U.S.C. §§ 3801-3812, which details the administrative remedies for false claims and statements made. The non-Federal entity must include a provision in its contract that the contractor acknowledges that 31 U.S.C. Chap. 38 (Administrative Remedies for False Claims and Statements) applies to its actions pertaining to the contract. b. Applicability. FEMA recommends that the non-Federal entity include a provision in its contract that the contractor acknowledges that 31 U.S.C. Chap. 38 (Administrative Remedies for False Claims and Statements) applies to its actions pertaining to the contract. c. “The Contractor acknowledges that 31 U.S.C. Chap. 38 (Administrative Remedies for False Claims and Statements) applies to the Contractor’s actions pertaining to this contract.” d. In the event FTA or DOT funding is used by a Participating Public Agency, Contractor further acknowledges U.S. DOT regulations, “Program Fraud Civil Remedies,” 49 CFR Part 31, and apply to its actions pertaining to this Contract. Upon execution of the underlying Contract, Contractor certifies or affirms the truthfulness and accuracy of any statement it has made, it makes, it may make, or causes to me made, pertaining to the underlying Contract or the FTA assisted project for which this Contract Work is being performed. In addition to other penalties that may be applicable, Contractor further acknowledges that if it makes, or causes to be made, a false, fictitious, or fraudulent claim, statement, submission, or certification, the Federal Government reserves the right to impose the penalties of the Program Fraud Civil Remedies Act of 1986 on Contractor to the extent the Federal Government deems appropriate. Version February 12, 2025 Exhibit G New Jersey Business Compliance NEW JERSEY BUSINESS COMPLIANCE Suppliers intending to do business in the State of New Jersey must comply with policies and procedures required under New Jersey statues. All offerors submitting proposals must complete the following forms specific to the State of New Jersey. Completed forms should be submitted with the offeror’s response to the RFP. Failure to complete the New Jersey packet will impact OMNIA Partners’ ability to promote the Master Agreement in the State of New Jersey. DOC #1 Ownership Disclosure Form DOC #2 Non-Collusion Affidavit DOC #3 Affirmative Action Affidavit DOC #4 Political Contribution Disclosure Form DOC #5 Stockholder Disclosure Certification DOC #6 Disclosure of Investment Activities in Iran DOC #7 Certification oI 1RQဨ,QYROYHPHQW in Prohibited Activities in Russia or Belarus DOC #8 New Jersey Business Registration Certificate DOC #9 EEOAA Evidence DOC #10 MacBride Principals Form New Jersey suppliers are required to comply with the following New Jersey statutes when applicable: x all anti-discrimination laws, including those contained in N.J.S.A. 10:2-1 through N.J.S.A. 10:2- 14, N.J.S.A. 10:5-1, and N.J.S.A. 10:5-31 through 10:5-38; x Prevailing Wage Act, N.J.S.A. 34:11-56.26, for all contracts within the contemplation of the Act; x Public Works Contractor Registration Act, N.J.S.A. 34:11-56.26; and x Bid and Performance Security, as required by the applicable municipal or state statutes. Version February 12, 2025 Exhibit G New Jersey Business Compliance NEW JERSEY BUSINESS COMPLIANCE Suppliers intending to do business in the State of New Jersey must comply with policies and procedures required under New Jersey statues. All offerors submitting proposals must complete the following forms specific to the State of New Jersey. Completed forms should be submitted with the offeror’s response to the RFP. Failure to complete the New Jersey packet will impact OMNIA Partners’ ability to promote the Master Agreement in the State of New Jersey. DOC #1 Ownership Disclosure Form DOC #2 Non-Collusion Affidavit DOC #3 Affirmative Action Affidavit DOC #4 Political Contribution Disclosure Form DOC #5 Stockholder Disclosure Certification DOC #6 Disclosure of Investment Activities in Iran DOC #7 Certification oI 1RQဨ,QYROYHPHQW in Prohibited Activities in Russia or Belarus DOC #8 New Jersey Business Registration Certificate DOC #9 EEOAA Evidence DOC #10 MacBride Principals Form New Jersey suppliers are required to comply with the following New Jersey statutes when applicable: x all anti-discrimination laws, including those contained in N.J.S.A. 10:2-1 through N.J.S.A. 10:2- 14, N.J.S.A. 10:5-1, and N.J.S.A. 10:5-31 through 10:5-38; x Prevailing Wage Act, N.J.S.A. 34:11-56.26, for all contracts within the contemplation of the Act; x Public Works Contractor Registration Act, N.J.S.A. 34:11-56.26; and x Bid and Performance Security, as required by the applicable municipal or state statutes. Version February 12, 2025 NON-COLLUSION AFFIDAVIT STANDARD BID DOCUMENT REFERENCE Reference: VII-H Name of Form: NON-COLLUSION AFFIDAVIT Statutory Reference: No specific statutory reference State Statutory Reference N.J.S.A. 52:34-15 Instructions Reference: Statutory and Other Requirements VII-H Description: The Owner’s use of this form is optional. It is used to ensure that the bidder has not participated in any collusion with any other bidder or Owner representative or otherwise taken any action in restraint of free and competitive bidding. Version February 12, 2025 DOC #4 C.271 POLITICAL CONTRIBUTION DISCLOSURE FORM Public Agency Instructions This page provides guidance to public agencies entering into contracts with business entities that are required to file Political Contribution Disclosure forms with the agency. It is not intended to be provided to contractors. What follows are instructions on the use of form local units can provide to contractors that are required to disclose political contributions pursuant to N.J.S.A. 19:44A-20.26 (P.L. 2005, c. 271, s.2). Additional information on the process is available in Local Finance Notice 2006-1 (http://www.nj.gov/dca/divisions/dlgs/resources/lfns 2006.html). Please refer back to these instructions for the appropriate links, as the Local Finance Notices include links that are no longer operational. 1.The disclosure is required for all contracts in excess of $17,500 that are not awarded pursuant to a “fair and open” process (N.J.S.A. 19:44A-20.7). 2.Due to the potential length of some contractor submissions, the public agency should consider allowing data to be submitted in electronic form (i.e., spreadsheet, pdf file, etc.). Submissions must be kept with the contract documents or in an appropriate computer file and be available for public access. The form is worded to accept this alternate submission. The text should be amended if electronic submission will not be allowed. 3.The submission must be received from the contractor and on file at least 10 days prior to award of the contract. Resolutions of award should reflect that the disclosure has been received and is on file. 4.The contractor must disclose contributions made to candidate and party committees covering a wide range of public agencies, including all public agencies that have elected officials in the county of the public agency, state legislative positions, and various state entities. The Division of Local Government Services recommends that contractors be provided a list of the affected agencies. This will assist contractors in determining the campaign and political committees of the officials and candidates affected by the disclosure. a.The Division has prepared model disclosure forms for each county. They can be downloaded from the “County PCD Forms” link on the Pay-to-Play web site at http://www.nj.gov/dca/divisions/dlgs/programs/lpcl.html#12. They will be updated from time-to-time as necessary. b.A public agency using these forms should edit them to properly reflect the correct legislative district(s). As the forms are county-based, they list all legislative districts in each county. Districts that do not represent the public agency should be removed from the lists. c.Some contractors may find it easier to provide a single list that covers all contributions, regardless of the county. These submissions are appropriate and should be accepted. d.The form may be used “as-is”, subject to edits as described herein. e.The “Contractor Instructions” sheet is intended to be provided with the form. It is recommended that the Instructions and the form be printed on the same piece of paper. The form notes that the Instructions are printed on the back of the form; where that is not the case, the text should be edited accordingly. f.The form is a Word document and can be edited to meet local needs, and posted for download on web sites, used as an e-mail attachment, or provided as a printed document. 5.It is recommended that the contractor also complete a “Stockholder Disclosure Certification.” This will assist the local unit in its obligation to ensure that contractor did not make any prohibited contributions to the committees listed on the Business Entity Disclosure Certification in the 12 months prior to the contract (See Local Finance Notice 2006-7 for additional information on this obligation at http://www.nj.gov/dca/divisions/dlgs/resources/lfns 2006.html). A sample Certification form is part of this package and the instruction to complete it is included in the Contractor Instructions. NOTE: This section is not applicable to Boards of Education. Version February 12, 2025 DOC #4, continued C.271 POLITICAL CONTRIBUTION DISCLOSURE FORM Contractor Instructions Business entities (contractors) receiving contracts from a public agency that are NOT awarded pursuant to a “fair and open” process (defined at N.J.S.A. 19:44A-20.7) are subject to the provisions of P.L. 2005, c. 271, s.2 (N.J.S.A. 19:44A-20.26). This law provides that 10 days prior to the award of such a contract, the contractor shall disclose contributions to: x any State, county, or municipal committee of a political party x any legislative leadership committee* x any continuing political committee (a.k.a., political action committee) x any candidate committee of a candidate for, or holder of, an elective office: o of the public entity awarding the contract o of that county in which that public entity is located o of another public entity within that county o or of a legislative district in which that public entity is located or, when the public entity is a county, of any legislative district which includes all or part of the county The disclosure must list reportable contributions to any of the committees that exceed $300 per election cycle that were made during the 12 months prior to award of the contract. See N.J.S.A. 19:44A-8 and 19:44A-16 for more details on reportable contributions. N.J.S.A. 19:44A-20.26 itemizes the parties from whom contributions must be disclosed when a business entity is not a natural person. This includes the following: x individuals with an “interest” ownership or control of more than 10% of the profits or assets of a business entity or 10% of the stock in the case of a business entity that is a corporation for profit x all principals, partners, officers, or directors of the business entity or their spouses x any subsidiaries directly or indirectly controlled by the business entity x IRS Code Section 527 New Jersey based organizations, directly or indirectly controlled by the business entity and filing as continuing political committees, (PACs). When the business entity is a natural person, “a contribution by that person’s spouse or child, residing therewith, shall be deemed to be a contribution by the business entity.” [N.J.S.A. 19:44A-20.26(b)] The contributor must be listed on the disclosure. Any business entity that fails to comply with the disclosure provisions shall be subject to a fine imposed by ELEC in an amount to be determined by the Commission which may be based upon the amount that the business entity failed to report. The enclosed list of agencies is provided to assist the contractor in identifying those public agencies whose elected official and/or candidate campaign committees are affected by the disclosure requirement. It is the contractor’s responsibility to identify the specific committees to which contributions may have been made and need to be disclosed. The disclosed information may exceed the minimum requirement. The enclosed form, a content-consistent facsimile, or an electronic data file containing the required details (along with a signed cover sheet) may be used as the contractor’s submission and is disclosable to the public under the Open Public Records Act. The contractor must also complete the attached Stockholder Disclosure Certification. This will assist the agency in meeting its obligations under the law. NOTE: This section does not apply to Board of Education contracts. *N.J.S.A. 19:44A-3(s): “The term "legislative leadership committee" means a committee established, authorized to be established, or designated by the President of the Senate, the Minority Leader of the Senate, the Speaker of the General Assembly or the Minority Leader of the General Assembly pursuant to section 16 of P.L.1993, c.65 (C.19:44A-10.1) for the purpose of receiving contributions and making expenditures.” Version February 12, 2025 DOC #4, continued List of Agencies with Elected Officials Required for Political Contribution Disclosure N.J.S.A. 19:44A-20.26 County Name: State: Governor, and Legislative Leadership Committees Legislative District #s: State Senator and two members of the General Assembly per district. County: Freeholders County Clerk Sheriff {County Executive} Surrogate Municipalities (Mayor and members of governing body, regardless of title): USERS SHOULD CREATE THEIR OWN FORM, OR DOWNLOAD FROM THE PAY TO PLAY SECTION OF THE DLGS WEBSITE A COUNTY-BASED, CUSTOMIZABLE FORM. Version February 12, 2025 DOC #8 NEW JERSEY BUSINESS REGISTRATION CERTIFICATE (N.J.S.A. 52:32-44) Offerors wishing to do business in New Jersey must submit their State Division of Revenue issued Business Registration Certificate with their proposal here. Failure to do so will disqualify the Offeror from offering products or services in New Jersey through any resulting contract. https://www.njportal.com/DOR/BusinessRegistration/ Region 4 Education ServiceCenter •7145WestTidwell Road •Houston,Texas 77092-2096 Phone: 713.462.7708 •Fax: 713.744.6514 •esc4.net RodneyWatson, PhD, Executive Director 7145 West Tidwell Road ~ Houston, Texas 77092 (713)-462-7708 www.esc4.net NOTICE TO OFFEROR ADDENDUM NO. 1 Solicitation Number 25-06 Request for Proposal (“RFP”) by Region 4 Education Service Center (“ESC”) for Technology Solutions, Products and Services SUBMITTAL DEADLINE: Thursday, August 7, 2025, 2:00 PM CENTRAL TIME This Addendum No. 1 amends the Request for Proposals (RFP) for Technology Solutions, Products and Services (“Addendum”). To the extent of any discrepancy between the original RFP and this Addendum, this Addendum shall prevail. Region 4 Education Service Center (“Region 4 ESC”) requests proposals from qualified suppliers with the intent to enter into a Contract for Technology Solutions, Products and Services. Addendum No. 1 is hereby issued as follows: 1. Bid Issue Date has been changed to June 19, 2025. 2. Added “Addendum No. 1 to the Attachments tab. 3. Added “Addendum No. 1 to the Response Attachments tab. All other items on this page shall remain. All questions and answers will be posted to Region 4 ESC. Offerors are responsible for viewing the website to review all questions and answers prior to submitting proposals. Oral communications concerning this RFP shall not be binding and shall in no way excuse an Offeror of the obligations set forth in this proposal. RECEIPT OF ADDENDUM NO.1 ACKNOWLEDGEMENT Offeror shall acknowledge this addendum by signing below and INCLUDE in their proposal response. Company Name Contact Person Signature Date Crystal Wallace Region 4 Education Service Center Procurement Contract Liaison Region 4 Education ServiceCenter •7145WestTidwell Road •Houston,Texas 77092-2096 Phone: 713.462.7708 •Fax: 713.744.6514 •esc4.net RodneyWatson, PhD, Executive Director 7145 West Tidwell Road ~ Houston, Texas 77092 (713)-462-7708 www.esc4.net NOTICE TO OFFEROR ADDENDUM NO. 2 Solicitation Number 25-06 Request for Proposal (“RFP”) by Region 4 Education Service Center (“ESC”) for Technology Solutions, Products and Services SUBMITTAL DEADLINE: Thursday, August 7, 2025, 2:00 PM CENTRAL TIME This Addendum No. 1 amends the Request for Proposals (RFP) for Technology Solutions, Products and Services (“Addendum”). To the extent of any discrepancy between the original RFP and this Addendum, this Addendum shall prevail. Region 4 Education Service Center (“Region 4 ESC”) requests proposals from qualified suppliers with the intent to enter into a Contract for Technology Solutions, Products and Services. Addendum No. 2 is hereby issued as follows: 1. OMNIA Partners – Exhibit A has been added to the Attachments tab. 2. Added “Addendum No. 2 to the Attachments tab. 3. Added “Addendum No. 2 to the Response Attachments tab. All other items on this page shall remain. All questions and answers will be posted to Region 4 ESC. Offerors are responsible for viewing the website to review all questions and answers prior to submitting proposals. Oral communications concerning this RFP shall not be binding and shall in no way excuse an Offeror of the obligations set forth in this proposal. RECEIPT OF ADDENDUM NO.1 ACKNOWLEDGEMENT Offeror shall acknowledge this addendum by signing below and INCLUDE in their proposal response. Company Name Contact Person Signature Date Crystal Wallace Region 4 Education Service Center Procurement Contract Liaison Region 4 Education ServiceCenter 7145WestTidwell Road Houston,Texas 77092-2096 Phone: 713.462.7708 Fax: 713.744.6514 esc4.net RodneyWatson, PhD, Executive Director To: Prospective Respondents From: Region 4 Education Service Center Procurement Department Date: July 10, 2025 Re: Addendum Summary for Solicitation #25-06 Technology Solutions, Products, and Services ADDENDUM #3 Summary of Addendum Revisions: (Check all that apply.) Extension of Bid Due Date or Time Clarification of Solicitation Instructions Modification to the Scope of Work / Services Changes to Specifications Changes to Technical Requirements Revisions to Pricing Sheet / Pricing Schedule Updated Terms and Conditions Addition of Attachments or Exhibits Replacement of Attachments or Exhibits Answers to Vendor Questions Provided Correction of Errors or Omissions Changes to Delivery Requirements Changes to Performance Schedule Changes to Evaluation Criteria Pre-Bid Meeting Date/Time/Location Change Site Visit Date/Time/Location Change Other (explained below) Additional Information: (Brief description of any major changes checked above.) Ability to upload a redlined OMNIA Partners, Exhibit B Administration Agreement Example for Region IV ESC has been added to the Response Attachments tab. Certification: I certify that, based on my review and the information provided, this summary accurately describes the changes included in this addendum. Name: __________________ Title: __________________ Date: __________________ Signature: ______ 7145 West Tidwell Road ~ Houston, Texas 77092 (713)-462-7708 www.esc4.net NOTICE TO OFFEROR Solicitation Number 25-06 Request for Proposal (“RFP”) by Region 4 Education Service Center (“ESC”) for Technology Solutions, Products and Services SUBMITTAL DEADLINE: Thursday, August 7, 2025, 2:00 PM CENTRAL TIME Only online proposals will be accepted. Proposals must be submitted via Region 4 ESC’s online procurement system Ion Wave Technologies, Inc. at https://region4esc.ionwave.net. No hardcopies, email, or fax responses will be accepted. Questions regarding this RFP must be submitted electronically using https://region4esc.ionwave.net no later than July 11, 2025. All questions and answers will be available at https://region4esc.ionwave.net. Offerors are responsible for viewing Ion Wave Technologies, Inc. to review all questions and answers prior to submitting proposals. Oral communications concerning this RFP shall not be binding and shall in no way excuse an Offeror of the obligations set forth in this proposal. VIRTUAL NON-MANDATORY PRE-PROPOSAL CONFERENCE Offerors are strongly encouraged, but not required to participate in a pre-proposal conference with the Business Operations Specialist, which will be held on July 9, 2025 at 10:00 am CST via Zoom Meeting at https://esc4.zoom.us/j/98882807596?from=addon The purpose of this conference is to clarify the contents of this RFP in order to prevent any misunderstanding of Region 4 ESC’s position. Any doubt as to the requirements of this RFP or any apparent omission or discrepancy should be presented to Region 4 ESC at this conference. Region 4 ESC will then determine the appropriate action necessary, if any, and may issue a written addendum to the RFP. Oral statements or instructions will not constitute an addendum to this RFP. Publication Date: June 18 2025 NOTICE TO OFFEROR PAGE 2 OF 13 I.SCOPE OF WORK Region 4 Education Service Center (“Region 4 ESC”) requests proposals from qualified Offerors with the intent to enter into a Contract for Technology Solutions. Products and Services. Region 4 ESC is seeking a provider that has the depth, breadth and quality of resources necessary to complete all phases of the Contract. Awarded Offeror(s) shall deliver products and services under the terms of this agreement. While this solicitation specifically covers Technology Solutions, Products and Services, each awarded Offeror may offer their complete product and service offering, or balance of line. Region 4 ESC reserves the right to accept or reject any or all balance of line items offered. Region 4 ESC is an education service center established by the Texas Legislature in 1967 to assist school districts and charter schools in improving efficiencies. Region 4 serves a seven-county area comprised of 47 public school districts and 43 open-enrollment charter schools, representing more than 1.2 million students, 110,000 educators and 1,500 campuses. Through cooperative contracts Region 4 ESC extends the opportunity to operate more efficiently and economically to agencies nationwide as a lead agency with OMNIA Partners. The Contract is based on the need to provide the economic benefits of volume purchasing and reduction in administrative costs through cooperative purchasing to schools and other members. Although the awarded Offeror(s) may restrict sales to certain public units (for example, state agencies or local government units), any proposal that prohibits sales from being made to public school districts or other cooperative members (sometimes referred to as “Participating Public Agencies”) may not be considered. Sales without restriction are preferred. These types of contracts are commonly referred to as being “piggybackable.” NATIONAL CONTRACT The Region 4 Education Service Center (ESC), as the Principal Procurement Agency, defined in ATTACHMENT A, has partnered with OMNIA Partners, Public Sector, Inc., a Delaware corporation (“OMNIA Partners”) to make the resultant contract (also known as the “Master Agreement” in materials distributed by OMNIA Partners) from this solicitation available to other public agencies nationally, including state and local governmental entities, public and private primary, secondary and higher education entities, non-profit entities, and agencies for the public benefit (“Public Agencies”), through OMNIA Partners’ cooperative purchasing program. The Region 4 ESC is acting as the contracting agency for any other Public Agency that elects to utilize the resulting Master Agreement. Use of the Master Agreement by any Public Agency is preceded by their registration with OMNIA Partners (a “Participating Public Agency”) and by using the Master Agreement, any such Participating Public Agency agrees that it is registered with OMNIA Partners, whether pursuant to the terms of a Master Intergovernmental Cooperative Purchasing Agreement, a form of which is attached hereto on ATTACHMENT A, or as otherwise agreed to. ATTACHMENT A contains additional information about OMNIA Partners and the cooperative purchasing program. OMNIA Partners is the largest and most experienced purchasing organization for public and private sector procurement. Through the economies of scale created by OMNIA Partners’ public sector subsidiaries and affiliates, our participants have access to competitively solicited and publicly awarded cooperative agreements. For all public sector contracts, the lead agency contracting process continues to be the foundation on which we were established. OMNIA Partners is proud to offer more value and resources to state and local government, higher education, K-12 education and non-profits. OMNIA Partners provides shared services and supply chain optimization to government, education and the private sector. With corporate, pricing and sales commitments from the Supplier, OMNIA Partners provides marketing and administrative support for the Supplier that directly promotes the NOTICE TO OFFEROR PAGE 3 OF 13 Supplier’s products and services to Participating Public Agencies through multiple channels, each designed to promote specific products and services to Public Agencies on a national basis. Participating Public Agencies benefit from pricing based on aggregate spend and the convenience of a contract that has already been advertised and publicly competed. The Supplier benefits from a contract that generally allows Participating Public Agencies to directly purchase goods and services without the Supplier’s need to respond to additional competitive solicitations. As such, the Supplier must be able to accommodate a nationwide demand for services and to fulfill obligations as a nationwide Supplier and respond to the OMNIA Partners documents (ATTACHMENT A). While no minimum volume is guaranteed to the Contractor, the estimated annual volume of Technology Solutions, Products and Services purchased under the Master Agreement through OMNIA Partners is approximately $500 million. This projection is based on the current annual volumes among Region 4 ESC, other Participating Public Agencies anticipated to utilize the resulting Master Agreement to be made available to them through OMNIA Partners, and volume growth into other Public Agencies through a coordinated marketing approach between the Supplier and OMNIA Partners. Customer Support Contractor shall provide timely and accurate technical advice and sales support to Region 4 ESC staff and Participating Agencies. Contractor shall respond to such requests within one (1) working day after receipt of the request. Not to Exceed Pricing. Region 4 ESC requests pricing be submitted as not to exceed pricing. Unlike fixed pricing, the Contractor can adjust submitted pricing lower if needed but, cannot exceed original pricing submitted. Contractor must allow for lower pricing to be available for similar product and service purchases. Cost plus pricing as a primary pricing structure is not acceptable. II. PRODUCTS AND SERVICES The purpose of this RFP is to solicit proposals from qualified suppliers capable of providing a comprehensive range of Technology Solutions, Products and Services. The goal is to establish a strategic partnership that delivers value, ensures compliance, supports innovation, and enables efficient IT procurement across all departments and locations within a public agency. Should an awarded Offeror utilize distributors, dealers, or subcontractors, Participating Agencies may choose to issue work directly to the distributor, dealer or subcontractor if allowed but the Awarded Offeror and Participating Agency. Offeror may propose offerings in one or more of the following categories: A. IT Hardware and Peripherals • Desktops, laptops, tablets, mobile devices • Servers (rack, tower, blade), storage systems, and backup appliances • Networking hardware (switches, routers, firewalls, access points) • Monitors, input devices, cables, and accessories B. Software and Licensing • Operating systems (Windows, macOS, Linux) NOTICE TO OFFEROR PAGE 4 OF 13 • Productivity suites (Microsoft 365, Google Workspace) • Security software (antivirus, EDR, firewalls, DLP) • Virtualization and containerization platforms • Database, ERP, CRM, and business applications • Software asset management and license compliance services C. Cloud Solutions • Infrastructure as a Service (IaaS), Platform as a Service (PaaS), and Software as a Service (SaaS) • Cloud migration and modernization services • Cloud storage and backup solutions • Cloud-based security and compliance tools D. Professional and Consulting Services • IT strategy, assessments, and roadmap development • System integration and implementation services • Network architecture and design • Cybersecurity, assessments and risk mitigation E. Managed and Support Services • Managed IT services (end-to-end or co-managed) • Remote and on-site help desk support • Device lifecycle services (deployment, imaging, decommissioning) • Asset tracking and configuration management • Break-fix and warranty support F. Emerging and Innovative Technologies • Artificial Intelligence (AI) and machine learning applications • Internet of Things (IoT) devices and platforms • Edge computing, blockchain, and RPA • Smart city and smart campus solutions NOTICE TO OFFEROR PAGE 5 OF 13 III.CALENDAR OF EVENTS (ALL DATES ARE TENTATIVE AND SUBJECT TO CHANGE): Event Date Issue RFP 06/18/2025 Pre-proposal Conference 07/09/2025 Deadline for receipt of questions via -IonWave 07/11/2025 Issue Addenda (if required) TBD Proposal Due Date 08/07/2025 Approval from Region 4 ESC Board 10/21/2025 Contract Effective Date 03/01/2026 IV. INSTRUCTIONS TO OFFERORS 1. Key Definitions Agreement, Contract: The legal agreement executed between Region 4 ESC and the awarded Offeror. A draft of the Contract is provided as Appendix A. Contractor, Vendor: Any provider or seller of goods or services who, as a result of the competitive solicitation process, is awarded a Contract by Region 4 ESC. Days: calendar days, unless otherwise specified Offeror, Proposer: A supplier submitting a proposal in response to a solicitation. 2. Restricted and Prohibited Communications with Region 4 ESC: During the period between the date Region 4 ESC issues this RFP and the selection of the Contractor by Region 4 ESC, if any, Offerors shall restrict all contact with Region 4 ESC and direct all questions regarding this RFP, including questions regarding terms and conditions, through Ionwave. Do not contact members of the Board of Directors, other employees of Region 4 ESC or any of Region 4 ESC’s agents or administrators. Contact with any of these prohibited individuals after issuance of this RFP and before selection is made, may result in disqualification of the Offeror. The communications prohibition shall terminate when the Contract is recommended by the administration, considered by the Board of Directors at a noticed public meeting, and the Contract has been awarded. In the event the Board of Directors refers the recommendation back to staff for reconsideration, the communications prohibition shall continue. Additionally, during the time period between the award of the Contract by the Board of Directors and the execution of the Contract, Offerors shall not engage in any prohibited communications as described in this section. Prohibited communications includes direct contact, discussion, or promotion of any Offeror’s response with any member of Region 4 ESC’s Board of Directors or employees except for communications with Region 4 ESC’s designated representative as set forth in this RFP and only in the course of inquiries, briefings, interviews, or presentations. This prohibition is intended to create a level playing field for all potential Offerors, assure that decisions are made in public, and to protect the integrity of the RFP process. Except as provided in the above stated exceptions, the following communications regarding this RFP are prohibited: • Communications between a potential Offeror, Offeror, their lobbyist or consultant and any member of Region 4 ESC’s Board of Directors; • Communications between any Region 4 ESC Director and any member of a selection or evaluation committee; and • Communications between any Region 4 ESC Director and administrator or employee. NOTICE TO OFFEROR PAGE 6 OF 13 The communications prohibition shall not apply to the following: • Communications with Region 4 ESC’s purchasing staff specifically named and authorized to conduct and receive such communications under this RFP or upon the request of Region 4 ESC, with Region 4 ESC’s legal counsel; and • Presentations made to the Board of Directors during any duly noticed public meeting. Nothing contained herein shall prohibit any person or entity from publicly addressing Region 4 ESC’s Board of Directors during any duly noticed public meeting, in accordance with applicable Board policies, on a matter other than this RFP or in connection with a presentation requested by Region 4 ESC’s representatives. 3. Current products: Proposals shall be for new materials and equipment in current production and marketed to the general public, education and government agencies at the time the proposal is submitted. 4. Additional Agreements: If an Offeror requires additional agreements. i.e. master service agreement, end user licensing agreement, etc. a copy of the proposed agreement must be included with the proposal. Any additional agreements provided by the Offeror are complementary to the terms and conditions stated herein, are for the use of Participating Agencies, and shall not replace Appendix A. If the Offeror wishes to request exceptions or deviations to any of the terms and conditions contained in this RFP or the attached contract template, the Offeror must identify the same with its proposal where indicated, or otherwise, such terms and conditions shall not be included in the final contract between Region 4 and Proposer. 5. Open Records Policy: Proposals submitted in response to this RFP become a matter of public record subject to release after Contracts are executed. If an Offeror believes its response, or parts of its response, may be exempt from disclosure, the Offeror must specify page-by-page and line-by-line the parts of the response, which it believes, are exempt. In addition, the Offeror must specify which exception(s) are applicable and provide detailed reasons to substantiate the exception(s). Any unmarked information will be considered public information and released, if requested under the Public Information Act. Price is not confidential and will not be withheld unless Region 4 determines that withholding same is necessary to protect Region 4’s competitive bidding processes. The determination of whether information is confidential and not subject to disclosure is the duty of the Office of the Attorney General (OAG). Region 4 ESC and/or Offeror/Contractor must provide the OAG with sufficient information to render an opinion and, therefore, vague and general claims to confidentiality by the Offeror are not acceptable. Region 4 ESC must comply with the opinions of the OAG. Region 4 ESC assumes no responsibility for asserting legal arguments on behalf of any Offeror or Contractor. Offeror is advised to consult with their legal counsel concerning disclosure issues resulting from this procurement process and to take precautions to safeguard trade secrets and other proprietary information. After completion of the award, these documents may be made available for public inspection. 6. Disclosures: By signing the Offer and Contract Signature Form, Offeror affirms: a) Offeror has not given, offered to give, nor intends to give at any time hereafter any economic opportunity, future employment, gift, loan, gratuity, special discount, trip, favor or service to a public servant in connection with this proposal and any subsequent Contract. Offerors must include a complete description of any and all relationships that might be considered a conflict of interest in doing business with Region 4 ESC. NOTICE TO OFFEROR PAGE 7 OF 13 b) To the best of Offeror’s knowledge, the proposal has been arrived at independently, and is submitted without collusion with anyone to obtain information or gain any favoritism that would in any way limit competition or give an unfair advantage over other Offerors or potential Offerors in the award of a Contract resulting from this RFP. c) Offeror is not currently delinquent in the payment of any franchise taxes. d) The individual signing the submittal is an authorized agent for the Offeror and has the authority to bind the Offeror to the Contract. 7. Waiver: By submitting a proposal, Offeror expressly agrees to waive any claim it has or may have against Region 4 ESC, its directors, officers, its trustees, or agents arising out of or in connection with (1) the receipt, handling, administration, evaluation, recommendation of any proposal; (2) any requirements under the solicitation, proposal package, or related documents; (3) the rejection of any proposal or any part of any proposal; and/or (4) the award of a Contract, if any. Region 4 ESC shall not be responsible or liable for any costs incurred by Offerors or the successful Offeror in connection with responding to the RFP, preparing for oral presentations, preparing and submitting a proposal, entering or negotiating the terms of a Contract, or any other expenses incurred by an Offeror. The Offeror is wholly responsible for any such costs and expenses and shall not be reimbursed in any manner by Region 4 ESC. 8. Conditions of Submitting Proposal: Submission of a proposal confers no right on an Offeror to an award or Contract. Region 4 ESC, in its sole discretion and for any reason or no reason, reserves the right to reject any or all proposals, accept only a part of any proposal, accept the proposal deemed most advantageous to Region 4 ESC, and waive any technicalities. The issuance of this RFP does not obligate Region 4 ESC to make an award or negotiate or execute a Contract. Prior to submission due date and time, Region 4 ESC reserves the right to amend the terms and provisions of the RFP, extend the deadline for submission of proposals, or withdraw the RFP entirely for any reason solely at Region 4 ESC’s discretion. A proposal may be rejected if it fails to meet any requirement of this RFP. 9. Amendment of Proposal: A proposal may be amended prior to the time of opening by submitting a sealed letter to the location indicated on the front page of this solicitation. 10. Withdrawal of Proposals: Withdrawal (or retraction) of proposals prior to the opening date can be made within the electronic bidding system. Telephonic or oral withdrawals shall not be considered. After the opening date consideration may be given in cases where Offeror advises that it made a clerical error that is substantially lower than it intended. In such case, Offeror must provide written notice of their desire to withdraw, along with supporting documents, within 3 business days of receiving the acceptance letter or of being requested by Region 4 ESC for clarification of the proposal, whichever is later. Any Contract entered into prior to Region 4 ESC receiving notice must be honored. No Offeror should assume their withdrawal request has been accepted unless, and until, they receive written acknowledgment and acceptance of their proposal withdrawal. 11. Offer and Acceptance Period: In order to allow for an adequate evaluation, Region 4 ESC requires a proposal in response to this RFP to be valid and irrevocable for one-hundred twenty (120) days after the proposal due date and time. NOTICE TO OFFEROR PAGE 8 OF 13 12. Non-Responsive Proposals: All proposals will be reviewed for responsiveness to the material requirements of the solicitation. A proposal that is not materially responsive shall not be eligible for further consideration for award of the Contract, and the Offeror shall receive notice of the non-award of its proposal. 13. Discussions: Region 4 ESC reserves the right to conduct discussion with Offerors for the purpose of eliminating minor irregularities, informalities, or apparent clerical mistakes in the proposal in order to clarify a proposal and assure full understanding of, and responsiveness to, the RFP requirements. 14. Negotiations: In the event Region 4 ESC decides to conduct negotiations, exclusive or concurrent negotiations may be conducted with Offerors reasonably susceptible for award. During the course of negotiations, no Offeror’s proposal, including pricing, shall be revealed to any other Offeror or to any other person who is not involved with the evaluation process. Exclusive or concurrent negotiations shall not constitute a Contract award, nor shall it confer any property rights to the successful Offeror. In the event Region 4 ESC deems negotiations are not progressing, Region 4 ESC may formally terminate these negotiations and may enter into subsequent exclusive or concurrent negotiations with the next most qualified Offeror(s). 15. Best and Final Offer: Region 4 ESC, in its sole discretion, may request Offerors reasonably susceptible for award to submit a Best and Final Offer. Offerors must submit their Best and Final Offers in writing. If an Offeror does not respond to the request for a Best and Final Offer, that Offeror’s most recent prior submission will be considered its Best and Final Offer. 16. Specifications: When a solicitation contains a specification that states no substitutions, no deviation from this requirement will be permitted. Offeror must comply with the true intent of the specifications and drawings and not take advantage of any unintentional error or omission. In cases where no type and kind of product is specified, specifications have been developed to indicate minimal standards as to the usage, materials, and contents based on the needs of the members. References to manufacturer’s specifications (“Design Guides”), when used by Region 4 ESC, are to be considered informative to give the Offeror information as to the general style, type and kind requested. Responses proposing goods, materials or equipment regularly produced by a reputable manufacturer shall be evaluated by Region 4 ESC which will, in its sole discretion, determine whether such proposed goods, materials or equipment are substantially equivalent to the Design Guides, considering quality, workmanship, economy of operation, and suitability for the purpose intended. Offerors should include all documentation required to evaluate whether or not their proposed goods, materials or equipment are substantially equivalent to the Design Guides. 17. Quality of Materials or Services: Offeror shall state the brand name and number of the materials being provided. If none is indicated, it is understood that the Offeror is proposing the exact brand name and number specified or mentioned in the solicitation. However, unless specifically stated otherwise, comparable substitutions will be permitted in cases where the material is equal to that specified, considering quality, workmanship, economy of operation and suitability for the purpose intended. 18. Samples: Upon request, samples shall be furnished, free of cost, within seven (7) days after receiving notice of such request. By submitting the proposal Offeror certifies that all materials conform to all applicable requirements of this solicitation and of those required by law. Offeror agrees to bear the costs for laboratory testing, if results show the sample does not comply with solicitation requirements. Submissions may no longer be considered for failing to submit samples as requested. NOTICE TO OFFEROR PAGE 9 OF 13 19. Formation of Contract: A response to this solicitation is an offer to contract with Region 4 ESC based upon the terms, conditions, scope of work, and specifications contained in this request. A solicitation does not become a Contract until it is awarded by Region 4 ESC. A Contract is formed when Region 4 ESC’s board signs the Offer and Contract Signature Form. The signed Offer and Contract Signature Form provided with the RFP response eliminates the need for a formal signing process. 20. Multiple Awards: Region 4 ESC reserves the right to award Contract(s) to multiple Offerors. The decision to award multiple Contracts, award only one Contract, or to make no awards rests solely with Region 4 ESC. 21. Non-Exclusive: Any Contract resulting from this solicitation shall be awarded with the understanding and agreement it is for the sole convenience and benefit of Region 4 ESC. Region 4 ESC reserves the right to obtain comparable or competing goods and services from other sources. 22. Protest Procedure: Any protest of an award or proposed award must be filed in writing within ten (10) days from the date of the official award notification and must be received by 5:00 pm Central Time. No protest shall lie for a claim that the selected Offeror is not a responsible Offeror. Protests shall be filed with Adam Tabor, Director of Procurement, Finance and Operations Services, and sent to the Region 4 ESC office at: 7145 West Tidwell Road, Houston, TX 77092. Protests shall include the following: a) Name, address and telephone number of protester; b) Original signature of protester or its representative; c) Identification of the solicitation by RFP number; d) Detailed statement of legal and factual grounds including copies of relevant documents; and e) the form of relief requested. Any protest review and action shall be considered final with no further formalities being considered. V. EVALUATION PROCESS AND CRITERIA 1. A committee will review and evaluate all responses and make a recommendation for award of Contract(s). The recommendation for Contract awards will be based on the predetermined criteria factors outlined in this section, where each factor is assigned a point value based on its importance. In evaluating the responses, the following predetermined criteria is considered: a) the purchase price (35%); b) the reputation of the Offeror and of the Offeror’s goods and services (5%); c) the quality of the Offeror’s good and services (20%); d) the extent to which the goods and services meet Region 4’s needs (30%); e) f) the total long-term cost to Region 4 to acquire the Offeror’s goods and services (10%); g) f h) any other relevant factor specifically listed in the request for proposals. 2. Offeror’s proposal should, at a minimum, include the following for Region 4 ESC’s evaluation: a) Purchase price - This section focuses on the pricing and cost factors of the vendor’s proposal. NOTICE TO OFFEROR PAGE 10 OF 13 1) How does the Offeror price their products or services? • Is pricing based on a discount from a manufacturer’s price list, catalog, or a fixed price? • Include price and product, service, and/or solutions lists with the following information, if applicable: manufacturer or other part number, product/service description, manufacturers suggested or other list price, and net price. • • Include any value added products, services, and/or solutions. 2) Does the Offeror offer a percentage discount for different categories of products/services? • If yes, please describe the discounts for each category. • The discount shall remain the same throughout the term of the contract and at the renewal options • If used, trade-ins, leasing/financing, or other offerings are available, provide applicable pricing and discounts. 3) Are shipping charges, freight charges, return fees, or restocking fees applicable? • Please describe any shipping costs or fees related to returns and restocking. 4) How does the Offeror ensure contract pricing? • How can customers verify that they are getting the agreed-upon contract prices? 5) Are there additional discounts or rebates for larger orders or other factors? • Please describe any potential savings based on volume, annual spending, or other incentives. 6) What is the invoicing process? • Include payment terms, acceptable payment methods, and any fees associated with credit card or procurement card (P-card) payments. 7) How will price updates be handled? • Describe the frequency and method for price adjustments during the contract term. b) Reputation of the Offeror and of the Offeror’s Goods and Services- This section evaluates the Offeror’s standing in the marketplace. 1) What is the Offeror’s reputation in the industry? • Provide a brief description of the vendor’s standing and reliability in the market. • Provide Offeror’s qualifications and certifications (e.g. Microsoft, Cisco, AWS) 2) Are the Offeror’s products/services well-regarded? • Please describe how the vendor’s products and services are perceived by customers. You are welcome to include any customer reviews or feedback to illustrate your response . 3) Has the Offeror had a previous business relationship with Region 4 ESC • Briefly describe any past contracts or interactions 4) Does the Offeror have any conflicts of interest with any employees of Region 4 ESC • Please explain any potential conflicts that may exist and submit the proper documentation required under Texas law if a conflict does exist. NOTICE TO OFFEROR PAGE 11 OF 13 5) Describe in detail what level of assistance will be provided to a Participating Agency to secure e-rate funding. Identify how much effort will be required in obtaining this funding. Specify the services available to the agency for project planning, specialized program assistance, and other services provided to the agency dealing with the e-rate program. 6) What value-added services or unique offerings does the Offeror provide? 7) Provide at least 10 customer references. • For each reference, include: 1. Entity name 2. Contact name and title 3. Contact phone number and email 4. City and state 5. Years of service provided 6. Description of services/products provided 7. Annual volume of business handled for the customer c) Quality of the Offeror’s Goods and Services- This section addresses the overall quality of what the Offeror offers. 1) How does the Offeror ensure product/service quality? • Describe the quality standards and warranty options for products/services. 2) How does the Offeror respond to emergencies? • Please outline the emergency response process for urgent orders. 3) What is the Offeror’s history of meeting delivery timelines? • Provide the Offeror’s average on-time delivery and fill rates. 4) How does the Offeror handle returns and restocking? • Describe the return policy, restocking fees, and how these processes are managed. 5) Describe the customer service and problem resolution process. • Include hours of operation and contact methods for support. 6) Provide ordering methods, online ordering, order tracking, search options, order history d) Extent to Which the Goods and Services Meet Region 4’s Needs- This section measures how well the Offeror’s offerings align with Region 4's requirements. 1) Can the vendor provide all requested goods and services? • Explain how the Offeror’s products/services fulfill Region 4’s needs. Include whether specific categories or items are excluded. 2) Include a detailed response to Appendix B, Exhibit A, OMNIA Partners Response for National Cooperative Contract which can be provided by answering the attribute questions incorporated in Ion Wave. • The successful Offeror will be required to sign Appendix B, Exhibit B, OMNIA Partners Administration Agreement prior to Contract award. Offerors should have any reviews required to sign the document prior to submitting a response. Offeror’s response should include any NOTICE TO OFFEROR PAGE 12 OF 13 proposed exceptions to OMNIA Partners Administration Agreement by providing a redlined copy of Appendix B, Exhibit B, OMNIA Partners Administration Agreement. • Include completed Appendix B, Exhibits F. Federal Funds Certifications and G. New Jersey Business Compliance. 3) How will the Offeror ensure smooth contract implementation? • Describe the transition plan for customers adopting the Offeror’s goods/services. 4) What is the Offeror’s capability to meet service and warranty needs? • Detail how service requests and warranty claims will be handled. 5) What is the Offer’s capability to comply with laws and rules relating to historically underutilized businesses, if any? • Confirm compliance and include any relevant details 6) Provide any other relevant information • Include details that have not been covered elsewhere but may be helpful to Region 4 ESD that differentiates your proposal. e) Total Long-Term Cost to Region 4 1) What is the long-term cost impact of the Offeror’s products/services? • Describe how the pricing and services offered affect Region 4's long-term costs. 2) How are future product introductions priced? • Explain how new products or services introduced during the contract will align with current pricing. 3) What standard price adjustments can be anticipated? • Identify any standard increases related to cost of living adjustments or other factors that may impact pricing throughout the duration of the contract. 3. Competitive Range: It may be necessary to establish a competitive range. Factors from the predetermined criteria will be used to make this determination. Responses not in the competitive range will not receive further award consideration. Region 4 ESC may determine establishing a competitive range is not necessary. 4. Past Performance: An Offeror’s past performance and actions are relevant in determining whether or not the Offeror is likely to provide quality goods and services; the administrative aspects of performance; the Offeror’s history of reasonable and cooperative behavior and commitment to customer satisfaction including but not limited to experiences with Region 4 ESC and entities that evaluation committee members represent that may be taken into consideration when evaluating qualifications and experience; and generally, the Offeror’s businesslike concern for the interests of the customer may be taken into consideration when evaluating proposals, although not specifically mentioned in the RFP. NOTICE TO OFFEROR PAGE 13 OF 13 5. Additional Investigations: Region 4 ESC reserves the right to make such additional investigations as it deems necessary to establish the capability of any Offeror. Additional investigations includes but is not limited to Region 4 ESC’s right to conduct interviews with some or all of the offerors at any point during the evaluation process. However, Region 4 ESC may determine that interviews are not necessary. In the event interviews are conducted, information provided during the interview process shall be taken into consideration when evaluating the state criteria. Region 4 ESC shall not reimburse the Offeror for the costs associated with the interview process. APPENDIX A CONTRACT This Contract (“Contract”) is made as of __________, 2025 by and between (“Contractor”) and Region 4 Education Service Center (“Region 4 ESC”) for the purchase of Technology Solutions, Products and Services(“the products and services”). RECITALS WHEREAS, Region 4 ESC issued Request for Proposals Number 25-06 for (“RFP”), to which Contractor provided a response (“Proposal”); and WHEREAS, Region 4 ESC selected Contractor’s Proposal and wishes to engage Contractor in providing the services/materials described in the RFP and Proposal; WHEREAS, both parties agree and understand the following pages will constitute the Contract between the Contractor and Region 4 ESC, having its principal place of business at 7145 West Tidwell Road, Houston, TX 77092. WHEREAS, Contractor included, in writing, any required exceptions or deviations from these terms, conditions, and specifications; and it is further understood that, if agreed to by Region 4 ESC, said exceptions or deviations are incorporated into the Contract. WHEREAS, this Contract consists of the provisions set forth below, including provisions of all attachments referenced herein. In the event of a conflict between the provisions set forth below and those contained in any attachment, the provisions set forth below shall control. WHEREAS, the Contract will provide that any state and local governmental entities, public and private primary, secondary and higher education entities, non-profit entities, and agencies for the public benefit (“Public Agencies”) may purchase products and services at prices indicated in the Contract upon the Public Agency’s registration with OMNIA Partners. 1) Term of agreement. The initial term of the Contract is for a period of three (3) years unless terminated, canceled, or extended as otherwise provided herein. Region 4 ESC shall have the right in its sole discretion to renew the Contract for additional terms up to two (2) years after the end of the initial term or for a lesser period of time as determined by Region 4 ESC by providing written notice to the Contractor of Region 4 ESC’s intent to renew thirty (30) days prior to the expiration of the original term. Contractor acknowledges and understands Region 4 ESC is under no obligation whatsoever to extend the term of this Contract. In the event the proposal term, including renewals, ends before another proposal is executed, proposal prices and discounts may be extended on a month-to-month basis by mutual consent. Extensions are limited to the lesser of: a) six (6) additional monthly terms, or b) the time which is required to complete a new solicitation for the goods and services provided for in this solicitation. Notwithstanding the foregoing paragraph, the term of the Contract, including any extension of the original term, shall be further extended until the expiration of any Purchase Order issued within the Contract term for a period of up to one year beyond the Contract term. APPENDIX A: CONTRACT PAGE 2 OF 7 2) Scope: Contractor shall perform all duties, responsibilities and obligations, set forth in this agreement, and described in the RFP, incorporated herein by reference as though fully set forth herein. 3) Form of Contract. The form of Contract shall consist of this Contract, any Purchase Order (or other similar document agreed to in writing by Region 4), Region 4’s Standard Terms and Conditions for Procurement Solicitations, the RFP and any Addenda, Region 4’s Electronic Bid Certifications, the Offeror’s Best and Final Offer(s), as accepted by Region 4, and the Offeror’s Proposal, as accepted by Region 4, each instrument incorporated herein by reference. 4) Order of Precedence. In the event of a conflict in the provisions of the Contract as accepted by Region 4 ESC, the following order of precedence shall prevail: i. This Contract, ii. Any Purchase Order (or other such similar document agreed to in writing by Region 4), iii. Region 4’s Standard Terms and Conditions for Procurement Solicitations, iv. RFP and any Addenda, v. Region 4’s Electronic Bid Certifications, vi. Offeror’s Best and Final Offer, as accepted by Region 4, and vii. Offeror’s proposal, as accepted by Region 4. 5) Commencement of Work. The Contractor is cautioned not to commence any billable work or provide any material or service under this Contract until Contractor receives a purchase order for such work or is otherwise directed to do so in writing by Region 4 ESC. 6) Entire Agreement (Parol evidence). The Contract, as specified above, represents the final written expression of agreement. All agreements are contained herein and no other agreements or representations that materially alter it are acceptable. 7) Assignment of Contract. No assignment of Contract may be made without the prior written approval of Region 4 ESC. Contractor is required to notify Region 4 ESC when any material change in operations is made (i.e., bankruptcy, change of ownership, merger, etc.). 8) Novation. If Contractor sells or transfers all assets or the entire portion of the assets used to perform this Contract, a successor in interest must guarantee to perform all obligations under this Contract. Region 4 ESC reserves the right to accept or reject any new party. A change of name agreement will not change the contractual obligations of Contractor. 9) Contract Alterations. No alterations to the terms of this Contract shall be valid or binding unless authorized and signed by Region 4 ESC. 10) Adding Authorized Distributors/Dealers. Contractor is prohibited from authorizing additional distributors or dealers, other than those identified at the time of submitting their proposal, to sell under the Contract without notification and prior written approval from Region 4 ESC. Contractor must notify Region 4 ESC each time it wishes to add an authorized distributor or dealer. Purchase orders and payment can only be made to the Contractor unless otherwise approved by Region 4 ESC. Pricing provided to members by added distributors or dealers must also be less than or equal to the Contractor’s pricing. APPENDIX A: CONTRACT PAGE 3 OF 7 11) TERMINATION OF CONTRACT a) Cancellation for Non-Performance or Contractor Deficiency. Region 4 ESC may terminate the Contract if purchase volume is determined to be low volume in any 12-month period. Region 4 ESC reserves the right to cancel the whole or any part of this Contract due to failure by Contractor to carry out any obligation, term or condition of the contract. Region 4 ESC may issue a written deficiency notice to Contractor for acting or failing to act in any of the following: i. Providing material that does not meet the specifications of the Contract; ii. Providing work or material was not awarded under the Contract; iii. Failing to adequately perform the services set forth in the scope of work and specifications; iv. Failing to complete required work or furnish required materials within a reasonable amount of time; v. Failing to make progress in performance of the Contract or giving Region 4 ESC reason to believe Contractor will not or cannot perform the requirements of the Contract; or vi. Performing work or providing services under the Contract prior to receiving an authorized purchase order. Upon receipt of a written deficiency notice, Contractor shall have ten (10) days to provide a satisfactory response to Region 4 ESC. Failure to adequately address all issues of concern may result in Contract cancellation. Upon cancellation under this paragraph, all goods, materials, work, documents, data and reports prepared by Contractor under the Contract shall immediately become the property of Region 4 ESC. b) Termination for Cause. Conditions of cancellation are addressed in the General Terms and Conditions set forth by Region 4 ESC in the section titled “NON-PERFORMANCE /TERMINATION OF CONTRACT”. c) Delivery/Service Failures. Failure to deliver goods or services within the time specified, or within a reasonable time period as interpreted by the purchasing agent or failure to make replacements or corrections of rejected articles/services when so requested shall constitute grounds for the Contract to be terminated. In the event Region 4 ESC must purchase in an open market, Contractor agrees to reimburse Region 4 ESC, within a reasonable time period, for all expenses incurred. d) Force Majeure. Conditions of Force Majeure are addressed in the General Terms and Conditions set forth by Region 4 ESC in the section titled “FORCE MAJEURE”. e) Standard Cancellation for Convenience. Region 4 ESC may cancel this Contract in whole or in part for convenience and without cause by providing written notice. Such cancellation will take effect 30 calendar days after Region 4 sends the notice of cancellation. After the 30th calendar day all work will cease following completion of final purchase order, provided that when Region 4 may in its sole discretion direct Contractor to cease performance of the contract at any time during the 30 day notice period, in which case Contractor shall discontinue any further charges to Region 4. 12) Licenses. Maintenance of licenses are addressed in the General Terms and Conditions set forth by Region 4 ESC in the section titled “LICENSES AND PERMITS; PERFORMANCE”. 13) Survival Clause. Conditions of survival are addressed in the General Terms and Conditions set forth by Region 4 ESC in the section titled “SURVIVAL”. APPENDIX A: CONTRACT PAGE 4 OF 7 14) Delivery. Conforming products shall be shipped within 7 days of receipt of Purchase Order. If delivery is not or cannot be made within this time period, the Contractor must receive authorization for the delayed delivery. The order may be canceled by Region 4 if the estimated shipping time is not acceptable. All deliveries shall be freight prepaid, F.O.B. Destination and shall be included in all pricing offered unless otherwise clearly stated in writing. 15) Inspection & Acceptance. If defective or incorrect material is delivered, Region 4 ESC may make the determination to return the material to the Contractor at no cost to Region 4 ESC. The Contractor agrees to pay all shipping costs for the return shipment. Contractor shall be responsible for arranging the return of the defective or incorrect material. 16) Payments. Payment shall be made after satisfactory performance, in accordance with all provisions thereof, and upon receipt of a properly completed invoice. 17) Price Adjustments. Proposal prices must remain firm for at least one (1) calendar year from the proposal opening date, unless a deviation from this standard and purpose for the deviation is noted in the Vendor’s response. Such deviations are subject to Region 4 ESC approval.. Price increases requested during the term of the contract may be granted at the sole discretion of Region 4 ESC. Should it become necessary or proper during the term of this Contract to make any change in design or any alterations that will increase price, Region 4 ESC must be notified immediately. Price increases must be approved by Region 4 ESC and no payment for additional materials or services, beyond the amount stipulated in the Contract shall be paid without prior approval. All price increases must be supported by manufacturer documentation, or a formal cost justification letter. Contractor must honor previous prices for thirty (30) days after approval and written notification from Region 4 ESC. It is the Contractor’s responsibility to keep all pricing up to date and on file with Region 4 ESC. All price changes must be provided to Region 4 ESC, using the same format as was provided and accepted in the Contractor’s proposal. Price reductions may be offered at any time during Contract. Special, time-limited reductions are permissible under the following conditions: 1) reduction is available to all users equally; 2) reduction is for a specific period, normally not less than thirty (30) days; and 3) original price is not exceeded after the time-limit. Contractor shall offer Region 4 ESC any published price reduction during the Contract term. 18) Audit Rights. Audit rights are addressed in the General Terms and Conditions set forth by Region 4 ESC in the section titled “RIGHT TO AUDIT”. 19) Discontinued Products. If a product or model is discontinued by the manufacturer, Contractor may substitute a new product or model if the replacement product meets or exceeds the specifications and performance of the discontinued model and if the discount is the same or greater than the discontinued model. 20) New Products/Services. New products and/or services that meet the scope of work may be added to the Contract. Pricing shall be equivalent to the percentage discount for other products. Contractor may replace or add product lines if the line is replacing or supplementing products, is equal or superior to the original products, is discounted similarly or greater than the original discount, and if the products meet the requirements of the Contract. No products and/or services may be added to avoid competitive procurement requirements. Region 4 ESC may require additions to be submitted with documentation from Members demonstrating an interest in, or a potential requirement for, the new product or service. Region 4 ESC may reject any additions without cause. APPENDIX A: CONTRACT PAGE 5 OF 7 21) Options. Optional equipment for products under Contract may be added to the Contract at the time they become available under the following conditions: 1) the option is priced at a discount similar to other options; 2) the option is an enhancement to the unit that improves performance or reliability. 22) Warranty Conditions. All supplies, equipment and services shall include manufacturer's minimum standard warranty and one (1) year labor warranty unless otherwise agreed to in writing. Longer warranty periods and other specifications may be required if indicated herein or through supplemental terms by Region 4. 23) Site Cleanup. Contractor shall clean up and remove all debris and rubbish resulting from their work as required or directed. Upon completion of the work, the premises shall be left in good repair and an orderly, neat, clean, safe and unobstructed condition. 24) Site Preparation. Contractor shall not begin a project for which the site has not been prepared, unless Contractor does the preparation work at no cost, or until Region 4 ESC includes the cost of site preparation in a purchase order. Site preparation includes, but is not limited to moving furniture, installing wiring for networks or power, and similar pre-installation requirements. 25) Registered Sex Offender Restrictions. For work to be performed at schools, Contractor agrees no employee or employee of a subcontractor who has been adjudicated to be a registered sex offender will perform work at any time when students are or are reasonably expected to be present. Contractor agrees a violation of this condition shall be considered a material breach and may result in the cancellation of the purchase order at Region 4 ESC’s discretion. Contractor must identify any additional costs associated with compliance of this term. If no costs are specified, compliance with this term will be provided at no additional charge. This requirement is in addition to other provisions contained in this RFP related to criminal history information. 26) Safety measures. Contractor shall take all reasonable precautions for the safety of employees on the worksite and shall erect and properly maintain all necessary safeguards for protection of workers and the public. Contractor shall post warning signs against all hazards created by its operation and work in progress. Proper precautions shall be taken pursuant to state law and standard practices to protect workers, general public and existing structures from injury or damage. 27) Smoking. Persons working under the Contract shall adhere to local smoking policies. Smoking will only be permitted in posted areas or off premises. 28) Stored materials. Upon prior written agreement between the Contractor and Region 4 ESC, payment may be made for materials not incorporated in the work but delivered and suitably stored at the site or some other location, for installation at a later date. An inventory of the stored materials must be provided to Region 4 ESC prior to payment. Such materials must be stored and protected in a secure location and be insured for their full value by the Contractor against loss and damage. Contractor agrees to provide proof of coverage and additionally insured upon request. Additionally, if stored offsite, the materials must also be clearly identified as property of Region 4 ESC and be separated from other materials. Region 4 ESC must be allowed reasonable opportunity to inspect and take inventory of stored materials, on or offsite, as necessary. Until final acceptance by Region 4 ESC, it shall be the Contractor's responsibility to protect all materials and equipment. Contractor warrants and guarantees that title for all work, materials and equipment shall pass to Region 4 ESC upon final acceptance. 29) Funding Out Clause. A Contract for the acquisition, including lease, of real or personal property is a commitment of Region 4 ESC’s current revenue only. Region 4 ESC retains the right to terminate the Contract at the expiration of each budget period during the term of the Contract. APPENDIX A: CONTRACT PAGE 6 OF 7 30) INDEMNITY. CONTRACTOR SHALL PROTECT, INDEMNIFY, AND HOLD HARMLESS BOTH REGION 4 ESC AND ITS ADMINISTRATORS, EMPLOYEES AND AGENTS AGAINST ALL CLAIMS, DAMAGES, LOSSES AND EXPENSES ARISING OUT OF OR RESULTING FROM THE ACTIONS OF THE CONTRACTOR, CONTRACTOR EMPLOYEES OR SUBCONTRACTORS IN THE PREPARATION OF THE SOLICITATION AND THE LATER EXECUTION OF THE CONTRACT. ANY LITIGATION INVOLVING EITHER REGION 4 ESC, ITS ADMINISTRATORS AND EMPLOYEES AND AGENTS WILL BE IN HARRIS COUNTY, TEXAS. 31) Marketing. Contractor agrees to allow Region 4 ESC to use their name and logo within website, marketing materials and advertisement. Any use of Region 4 ESC name and logo or any form of publicity, inclusive of press releases, regarding this Contract by Contractor must have prior approval from Region 4 ESC. 32) Certificates of Insurance. Should the original or addended proposal solicitation identify insurance is required to perform a work, certificates of insurance shall be delivered to the Region 4 ESC prior to commencement of work. The Contractor shall give Region 4 ESC a minimum of ten (10) days’ notice prior to any modifications or cancellation of policies. The Contractor shall require all subcontractors performing any work to maintain coverage as specified. 33) Legal Obligations. It is Contractor’s responsibility to be aware of and comply with all local, state, and federal laws governing the sale of products/services and shall comply with all laws while fulfilling the Contract. Applicable laws and regulation must be followed even if not specifically identified herein. APPENDIX A: CONTRACT PAGE 7 OF 7 OFFER AND CONTRACT SIGNATURE FORM The undersigned hereby offers and, if awarded, agrees to furnish goods and/or services in strict compliance with the terms, specifications and conditions at the prices proposed within response unless noted in writing on the Deviation Form submitted with the request for proposal. Company Name Address City/State/Zip Telephone No. Email Address Printed Name Title Authorized signature Accepted by Region 4 ESC: Contract No. ______________ Initial Contract Term to Region 4 ESC Authorized Board Member Date Print Name Region 4 ESC Authorized Board Member Date Print Name DEVIATION FORM for Region 4 ESC Terms ONLY (Deviations for OMNIA Partners should be submitted by redlining the document) Signature on the Offer and Contract Signature form certifies complete acceptance of the terms and conditions in this solicitation and draft Contract except as noted below with proposed substitute language (additional pages may be attached, if necessary). The provisions of the RFP cannot be modified without the express written approval of Region 4 ESC. If a proposal is returned with modifications to the draft Contract provisions that are not expressly approved in writing by Region 4 ESC, the Contract provisions contained in the RFP shall prevail. Check one of the following responses:  Offeror takes no exceptions to the terms and conditions of the RFP and draft Contract. (Note: If none are listed below, it is understood that no exceptions/deviations are taken.)  Offeror takes the following exceptions to the RFP and draft Contract. All exceptions must be clearly explained, reference the corresponding term to which Offeror is taking exception and clearly state any proposed modified language, proposed additional terms to the RFP and draft Contract must be included: (Note: Unacceptable exceptions may remove Offeror’s proposal from consideration for award. Region 4 ESC shall be the sole judge on the acceptance of exceptions and modifications and the decision shall be final.) If an offer is made with modifications to the contract provisions that are not expressly approved in writing, the contract provisions contained in the RFP shall prevail.) Section/Page/Line Term, Condition, or Specification Exception/Proposed Modification (Deviation should be submitted in detail by redlining the document when possible) Accepted (For Region 4 ESC’s use) Version April 2, 2025 ATTACHMENT A Requirements for National Cooperative Contract To Be Administered by OMNIA Partners The following documents are used in evaluating and administering national cooperative contracts and are included for Supplier’s review and response. Exhibit A – Response for National Cooperative Contract Exhibit B – Administration Agreement, Example Exhibit C – Master Intergovernmental Cooperative Purchasing Agreement, Example Exhibit D – Principal Procurement Agency Certificate, Example Exhibit E – Contract Sales Reporting Template Exhibit F – Federal Funds Certifications Exhibit G – New Jersey Business Compliance Exhibit H – Advertising Compliance Requirement Version April 2, 2025 Exhibit A Response for National Cooperative Contract 1.0 Scope of National Cooperative Contract Capitalized terms not otherwise defined herein shall have the meanings given to them in the Master Agreement or in the Administration Agreement between Supplier and OMNIA Partners. 1.1 Requirement The Region 4 Education Service Center (ESC) (hereinafter defined and referred to as “Principal Procurement Agency”), on behalf of itself and OMNIA Partners, Public Sector, Inc., a Delaware corporation (“OMNIA Partners”), is requesting proposals for Technology Solutions, Products and Services. The intent of this Request for Proposal is any contract between Principal Procurement Agency and Supplier resulting from this Request for Proposal (“Master Agreement”) be made available to other public agencies nationally, including state and local governmental entities, public and private primary, secondary and higher education entities, non-profit entities, and agencies for the public benefit (“Public Agencies”), through OMNIA Partners’ cooperative purchasing program. The Principal Procurement Agency has executed a Principal Procurement Agency Certificate with OMNIA Partners, an example of which is included as Exhibit D, and has agreed to pursue the Master Agreement. Use of the Master Agreement by any Public Agency is preceded by their registration with OMNIA Partners as a Participating Public Agency in OMNIA Partners’ cooperative purchasing program. Registration with OMNIA Partners as a Participating Public Agency is accomplished by Public Agencies entering into a Master Intergovernmental Cooperative Purchasing Agreement, an example of which is attached as Exhibit C, and by using the Master Agreement, any such Participating Public Agency agrees that it is registered with OMNIA Partners, whether pursuant to the terms of the Master Intergovernmental Purchasing Cooperative Agreement or as otherwise agreed to. The terms and pricing established in the resulting Master Agreement between the Supplier and the Principal Procurement Agency will be the same as that available to Participating Public Agencies through OMNIA Partners. All transactions, purchase orders, invoices, payments etc., will occur directly between the Supplier and each Participating Public Agency individually, and neither OMNIA Partners, any Principal Procurement Agency nor any Participating Public Agency, including their respective agents, directors, employees or representatives, shall be liable to Supplier for any acts, liabilities, damages, etc., incurred by any other Participating Public Agency. Supplier is responsible for knowing the tax laws in each state. This Exhibit A defines the expectations for qualifying Suppliers based on OMNIA Partners’ requirements to market the resulting Master Agreement nationally to Public Agencies. Each section in this Exhibit A refers to the capabilities, requirements, obligations, and prohibitions of competing Suppliers on a national level in order to serve Participating Public Agencies through OMNIA Partners. Version April 2, 2025 These requirements are incorporated into and are considered an integral part of this RFP. OMNIA Partners reserves the right to determine whether to make the Master Agreement awarded by the Principal Procurement Agency available to Participating Public Agencies, in its sole and absolute discretion, and any party submitting a response to this RFP acknowledges that any award by the Principal Procurement Agency does not obligate OMNIA Partners to make the Master Agreement available to Participating Procurement Agencies. 1.2 Marketing, Sales and Administrative Support During the term of the Master Agreement OMNIA Partners intends to provide marketing, sales, partnership development and administrative support for Supplier pursuant to this section that directly promotes the Supplier nationally to Public Agencies. OMNIA Partners will assign the Supplier a Director of Partner Development who will serve as the main point of contact for the Supplier and will be responsible for managing the overall relationship between the Supplier and OMNIA Partners. The Director of Partner Development will work with the Supplier to develop a comprehensive strategy to promote the Master Agreement and will connect the Supplier with appropriate stakeholders within OMNIA Partners including, Sales, Marketing, Contracting, Training, and Operations & Support. The OMNIA Partners marketing team will work in conjunction with Supplier to promote the Master Agreement to both existing Participating Public Agencies and prospective Public Agencies through its available marketing channels as appropriate with OMNIA Partners’ overall marketing strategy. The OMNIA Partners sales teams will work in conjunction with Supplier to promote the Master Agreement to both existing Participating Public Agencies and prospective Public Agencies through initiatives that may include: A. Individual sales calls B. Joint sales calls C. Communications/customer service D. Training sessions for Public Agency teams E. Training sessions for Supplier teams The OMNIA Partners contracting teams will work in conjunction with Supplier to promote the Master Agreement to both existing Participating Public Agencies and prospective Public Agencies through: A. Serving as the subject matter expert for questions regarding joint powers authority and state statutes and regulations for cooperative purchasing B. Training sessions for Public Agency teams C. Training sessions for Supplier teams Version April 2, 2025 D. Regular business reviews to monitor program success E. General contract administration The OMNIA Partners Manufacturer Enablement Team will work in conjunction with Supplier and supporting manufacturers of awarded products available through awarded Supplier (where applicable) to promote the Master Agreement through initiatives that may include: A. Driving speed to market to reach Public Agencies through process innovation B. Encouraging competitive manufacturer offerings C. Providing enhanced data driven analytics to suppliers and manufacturers D. Identifying participant engagement opportunities for suppliers and manufacturers Suppliers are required to pay an Administrative Fee of 3% of the greater of the Contract Sales under the Master Agreement and Guaranteed Contract Sales under this Request for Proposal. Supplier will be required to execute the OMNIA Partners Administration Agreement (Exhibit B). At Supplier’s option, Suppliers may pay additional fees beyond administrative fees, such as technology fees, to OMNIA Partners and/or a third party for additional support and/or access to OMNIA Partners’ technology platform. Supplier is expected to embrace OMNIA Partners’ technology enabled tools including its ecommerce platform, OPUS. The ecommerce platform may include integrating supplier’s catalog into the platform (if applicable), providing keywords to allow for quick connects, responding and reporting any leads that come to the supplier via their quick connect link in OPUS. 1.3 Estimated Volume The dollar volume purchased under the Master Agreement is estimated to be approximately $500 million annually. While no minimum volume is guaranteed to Supplier, the estimated annual volume is projected based on the current annual volumes among the Principal Procurement Agency, other Participating Public Agencies that are anticipated to utilize the resulting Master Agreement to be made available to them through OMNIA Partners, and volume growth into other Public Agencies through a coordinated marketing approach between Supplier and OMNIA Partners. 1.4 Award Basis The basis of any contract award resulting from this RFP made by Principal Procurement Agency will, at OMNIA Partners’ option, be the basis of award on a national level through OMNIA Partners. If multiple Suppliers are awarded by Principal Procurement Agency under the Master Agreement, those same Suppliers will be required to extend the Master Agreement to Participating Public Agencies through OMNIA Partners. Utilization of the Master Agreement by Participating Public Agencies will be at the discretion of the individual Participating Public Agency. Certain terms of the Master Agreement specifically applicable to the Principal Procurement Agency (e.g., governing law) are subject to modification for each Version April 2, 2025 Participating Public Agency as Supplier and such Participating Public Agency may agree without being in conflict with the Master Agreement as a condition of the Participating Agency’s purchase and not a modification of the Master Agreement applicable to all Participating Agencies. Participating Agencies may request to enter into a separate supplemental agreement to further define the level of service requirements over and above the minimum defined in the Master Agreement (e.g., governing law, invoice requirements, order requirements, specialized delivery, diversity requirements such as minority and woman owned businesses, historically underutilized business, etc.) (“Supplemental Agreement”). It shall be the responsibility of the Supplier to comply, when applicable, with the prevailing wage legislation in effect in the jurisdiction of the Participating Agency. It shall further be the responsibility of the Supplier to monitor the prevailing wage rates as established by the appropriate department of labor for any increase in rates during the term of the Master Agreement and adjust wage rates accordingly. In instances where supplemental terms and conditions create additional risk and cost for Supplier, Supplier and Participating Public Agency may negotiate additional pricing above and beyond the stated contract not-to-exceed pricing so long as the added price is commensurate with the additional cost incurred by the Supplier. Any supplemental agreement developed as a result of the Master Agreement is exclusively between the Participating Agency and the Supplier (Contract Sales are reported to OMNIA Partners). All signed Supplemental Agreements and purchase orders issued and accepted by the Supplier may survive expiration or termination of the Master Agreement. Participating Agencies’ purchase orders may exceed the term of the Master Agreement if the purchase order is issued prior to the expiration of the Master Agreement. Supplier is responsible for reporting all sales and paying the applicable Administrative Fee for sales that use the Master Agreement as the basis for the purchase order, even though Master Agreement may have expired. 1.5 Objectives of Cooperative Program This RFP is intended to achieve the following objectives regarding availability through OMNIA Partners’ cooperative program: A. Provide a comprehensive competitively solicited and awarded national agreement offering the Products covered by this solicitation to Participating Public Agencies; B. Establish the Master Agreement as the Supplier’s primary go to market strategy to Public Agencies nationwide; C. Achieve cost savings for Supplier and Public Agencies through a single solicitation process that will reduce the Supplier’s need to respond to multiple solicitations and Public Agencies need to conduct their own solicitation process; D. Combine the aggregate purchasing volumes of Participating Public Agencies to achieve cost effective pricing. 2.0 REPRESENTATIONS AND COVENANTS Version April 2, 2025 As a condition to Supplier entering into the Master Agreement, which would be available to all Public Agencies, Supplier must make certain representations, warranties and covenants to both the Principal Procurement Agency and OMNIA Partners designed to ensure the success of the Master Agreement for all Participating Public Agencies as well as the Supplier. 2.1 Corporate Commitment Supplier commits that (1) the Master Agreement has received all necessary corporate authorizations and support of the Supplier’s executive management, (2) the Master Agreement is Supplier's primary “go to market” strategy for Public Agencies, (3) the Master Agreement will be promoted to all Public Agencies, including any existing customers, and Supplier will transition existing customers, upon their request, to the Master Agreement, and (4) that the Supplier has read and agrees to the terms and conditions of the Administration Agreement with OMNIA Partners and will execute such agreement concurrent with and as a condition of its execution of the Master Agreement with the Principal Procurement Agency. Supplier will identify an executive corporate sponsor and a separate national account manager within the RFP response that will be responsible for the overall management of the Master Agreement. 2.2 Pricing Commitment Supplier commits the not-to-exceed pricing provided under the Master Agreement pricing is its lowest available (net to buyer) to Public Agencies nationwide and further commits that if a Participating Public Agency is eligible for lower pricing through a national, state, regional or local or cooperative contract, the Supplier will match such lower pricing to that Participating Public Agency under the Master Agreement. 2.3 Sales Commitment Supplier commits to aggressively market the Master Agreement as its go to market strategy in this defined sector and that its sales force will be trained, engaged and committed to offering the Master Agreement to Public Agencies through OMNIA Partners nationwide. Supplier commits that all Master Agreement sales will be accurately and timely reported to OMNIA Partners in accordance with the OMNIA Partners Administration Agreement. Supplier also commits its sales force will be compensated, including sales incentives, for sales to Public Agencies under the Master Agreement in a consistent or better manner compared to sales to Public Agencies if the Supplier were not awarded the Master Agreement. 3.0 SUPPLIER RESPONSE As part of the attributes in Ion Wave, Offeror’s are to supply the following information, in order for the Principal Procurement Agency to determine the Offeror’s ability to extend the resulting Master Agreement to Participating Public Agencies through OMNIA Partners Version April 2, 2025 3.1 Company A. Brief history and description of Supplier to include experience providing similar products and services. B. Total number and location of salespersons employed by Supplier. C. Number and location of support centers (if applicable) and location of corporate office. D. Annual sales for the three previous fiscal years. a. Submit FEIN and Dunn & Bradstreet report. E. Describe any green or environmental initiatives or policies. F. Describe any diversity programs or partners supplier does business with and how Participating Agencies may use diverse partners through the Master Agreement. Indicate how, if at all, pricing changes when using the diversity program. If there are any diversity programs, provide a list of diversity alliances and a copy of their certifications. G. Indicate if supplier holds any of the below certifications in any classified areas and include proof of such certification in the response: a. Minority Women Business Enterprise Yes No If yes, list certifying agency: ___________________________________ b. Small Business Enterprise (SBE) or Disadvantaged Business Enterprise (DBE) Yes No If yes, list certifying agency: ___________________________________ c. Historically Underutilized Business (HUB) Yes No If yes, list certifying agency: ___________________________________ d. Historically Underutilized Business Zone Enterprise (HUBZone) Yes No If yes, list certifying agency: ___________________________________ e. Other recognized diversity certificate holder Yes No If yes, list certifying agency: ____________________________________ H. List any relationships with subcontractors or affiliates intended to be used when providing services and identify if subcontractors meet minority-owned standards. If any, list which certifications subcontractors hold and certifying agency. I. Describe how supplier differentiates itself from its competitors. J. Describe any present or past litigation, bankruptcy or reorganization involving supplier. Version April 2, 2025 K. Felony Conviction Notice: Indicate if the supplier a. is a publicly held corporation and this reporting requirement is not applicable; b. is not owned or operated by anyone who has been convicted of a felony; or c. is owned or operated by and individual(s) who has been convicted of a felony and provide the names and convictions. L. Describe any debarment or suspension actions taken against supplier 3.2 Distribution, Logistics A. Each offeror awarded an item under this solicitation may offer their complete product and service offering/a balance of line. Describe the full line of products and services offered by supplier. B. Describe how supplier proposes to distribute the products/service nationwide. Include any states where products and services will not be offered under the Master Agreement, including U.S. Territories and Outlying Areas. C. Describe how Participating Agencies are ensured they will receive the Master Agreement pricing; include all distribution channels such as direct ordering, retail or in-store locations, through distributors, etc. Describe how Participating Agencies verify and audit pricing to ensure its compliance with the Master Agreement. D. Identify all other companies that will be involved in processing, handling or shipping the products/service to the end user. E. Provide the number, size and location of Supplier’s distribution facilities, warehouses and retail network as applicable. 3.3 Marketing and Sales A. Given the public nature of the solicitation and contract, OMNIA Partners makes solicitation and contract documentation, including pricing documents, available on its website so Participating Public Agencies may easily conduct their due diligence. Describe any portions of the response that should not be available on the website and why those portions should not be available. B. Provide a detailed ninety-day plan beginning from award date of the Master Agreement describing the strategy to immediately implement the Master Agreement as supplier’s primary go to market strategy for Public Agencies to supplier’s teams nationwide, to include, but not limited to: i. Executive leadership endorsement and sponsorship of the award as the public sector go-to-market strategy within first 10 days Version April 2, 2025 ii. Training and education of Supplier’s national sales force with participation from the Supplier’s executive leadership, along with the OMNIA Partners team within first 90 days C. Provide a detailed ninety-day plan beginning from award date of the Master Agreement describing the strategy to market the Master Agreement to current Participating Public Agencies, existing Public Agency customers of Supplier, as well as to prospective Public Agencies nationwide immediately upon award, to include, but not limited to: i. Provide Supplier’s logo, content and keywords for OMNIA Partners website contract search and ecommerce platform ii. Creation and distribution of an announcement or press release to Public Agencies, customers and/or trade publications iii. Announcement, Master Agreement details and contact information published on the Supplier’s website within first 90 days iv. Design, publication and distribution of co-branded marketing materials within first 90 days v. Commitment to attendance and participation with OMNIA Partners at national (i.e. NIGP Annual Forum, NPI Conference, etc.), regional (i.e. Regional NIGP Chapter Meetings, Regional Cooperative Summits, etc.) and supplier-specific trade shows, conferences and meetings throughout the term of the Master Agreement vi. Ongoing marketing and promotion of the Master Agreement throughout its term (case studies, collateral pieces, presentations, promotions, ads in trade publications, etc.) vii. Dedicated OMNIA Partners page on Supplier’s website with: • OMNIA Partners standard logo; • Copy of original Request for Proposal; • Copy of Master Agreement and amendments between Principal Procurement Agency and Supplier; • Summary of Products and pricing; • Marketing Materials • Electronic link to OMNIA Partners’ website; • A dedicated toll-free number and email address for OMNIA Partners D. Describe how Supplier will transition any existing Public Agency customers’ accounts to the Master Agreement available nationally through OMNIA Partners. Include a list of current cooperative contracts (regional and national) Supplier holds and describe how the Master Agreement will be positioned among the other cooperative agreements. Version April 2, 2025 E. Acknowledge Supplier agrees to provide its logo(s) to OMNIA Partners and agrees to provide permission for use in marketing communications and promotions. Acknowledge that use of OMNIA Partners logo will require permission for reproduction, as well. F. Confirm Supplier will be proactive in direct sales of Supplier’s goods and services to Public Agencies nationwide and the timely follow up to leads established by OMNIA Partners. All sales materials are to use the OMNIA Partners logo. At a minimum, the Supplier’s sales initiatives should communicate: i. Master Agreement was competitively solicited and publicly awarded by a Principal Procurement Agency ii. Best government pricing iii. No cost to participate iv. Non-exclusive G. Confirm Supplier will train its national sales force on the Master Agreement. At a minimum, sales training should include: i. Key features of Master Agreement ii. Working knowledge of the solicitation process iii. Awareness of the range of Public Agencies that can utilize the Master Agreement through OMNIA Partners iv. Knowledge of benefits of the use of cooperative contracts H. Provide the name, title, email and phone number for the person(s), who will be responsible for: i. Executive Support ii. Marketing iii. Sales iv. Sales Support v. Financial Reporting vi. Accounts Payable vii. Contracts I. Describe in detail how Supplier’s national sales force is structured, including contact information for the highest-level executive in charge of the sales team. I. Explain in detail how the sales teams will work with the OMNIA Partners team to implement, grow and service the national program. J. Explain in detail how Supplier will manage the overall national program throughout the term of the Master Agreement, including ongoing coordination of marketing and sales efforts, timely new Participating Public Agency account set-up, timely contract administration, etc. Version April 2, 2025 K. State the amount of Supplier’s Public Agency sales for the previous fiscal year. Provide a list of Supplier’s top 10 Public Agency customers, the total purchases for each for the previous fiscal year along with a key contact for each. L. Describe Supplier’s information systems capabilities and limitations regarding order management through receipt of payment, including description of multiple platforms that may be used for any of these functions. M. Provide the Contract Sales (as defined in Section 12 of the OMNIA Partners Administration Agreement) that Supplier will guarantee each year under the Master Agreement for the initial three years of the Master Agreement (“Guaranteed Contract Sales”). $_______.00 in year one $_______.00 in year two $_______.00 in year three To the extent Supplier guarantees minimum Contract Sales, the Administrative Fee shall be calculated based on the greater of the actual Contract Sales and the Guaranteed Contract Sales. N. Even though it is anticipated many Public Agencies will be able to utilize the Master Agreement without further formal solicitation, there may be circumstances where Public Agencies will issue their own solicitations. The following options are available when responding to a solicitation for Products covered under the Master Agreement. i. Respond with Master Agreement pricing (Contract Sales reported to OMNIA Partners). ii. If competitive conditions require pricing lower than the standard Master Agreement not-to-exceed pricing, Supplier may respond with lower pricing through the Master Agreement. If Supplier is awarded the contract, the sales are reported as Contract Sales to OMNIA Partners under the Master Agreement. iii. Respond with pricing higher than Master Agreement only in the unlikely event that the Public Agency refuses to utilize Master Agreement (Contract Sales are not reported to OMNIA Partners). iv. If alternative or multiple proposals are permitted, respond with pricing higher than Master Agreement, and include Master Agreement as the alternate or additional proposal. Detail Supplier’s strategies under these options when responding to a solicitation. Version April 2, 2025 Exhibit B Administration Agreement, Example ADMINISTRATION AGREEMENT THIS ADMINISTRATION AGREEMENT (this “Agreement”) is made this ___ day of ______ 20__, between OMNIA Partners, Public Sector, Inc., a Delaware corporation (“OMNIA Partners”), and ________________ (“Supplier”). RECITALS WHEREAS, the ___________________ (the “Principal Procurement Agency”) has entered into a Master Agreement effective _________________, Agreement No_______, by and between the Principal Procurement Agency and Supplier, (as may be amended from time to time in accordance with the terms thereof, the “Master Agreement”), as attached hereto as Exhibit A and incorporated herein by reference as though fully set forth herein, for the purchase of ____________________________ (the “Product”); WHEREAS, said Master Agreement provides that any or all public agencies, including state and local governmental entities, public and private primary, secondary and higher education entities, non-profit entities, and agencies for the public benefit (collectively, “Public Agencies”), that register (either via registration on the OMNIA Partners website or execution of a Master Intergovernmental Cooperative Purchasing Agreement, attached hereto as Exhibit B) (each, hereinafter referred to as a “Participating Public Agency”) may purchase Product at prices stated in the Master Agreement; WHEREAS, Participating Public Agencies may access the Master Agreement which is offered through OMNIA Partners to Public Agencies; WHEREAS, OMNIA Partners serves as the cooperative contract administrator of the Master Agreement on behalf of Principal Procurement Agency; WHEREAS, Principal Procurement Agency desires OMNIA Partners to proceed with administration of the Master Agreement; and WHEREAS, OMNIA Partners and Supplier desire to enter into this Agreement to make available the Master Agreement to Participating Public Agencies and to set forth certain terms and conditions governing the relationship between OMNIA Partners and Supplier. NOW, THEREFORE, in consideration of the payments to be made hereunder and the mutual covenants contained in this Agreement, OMNIA Partners and Supplier hereby agree as follows: DEFINITIONS 1. Capitalized terms used in this Agreement and not otherwise defined herein shall have the meanings given to them in the Master Agreement. Version April 2, 2025 TERMS AND CONDITIONS 2. The Master Agreement and the terms and conditions contained therein shall apply to this Agreement except as expressly changed or modified by this Agreement. Supplier acknowledges and agrees that the covenants and agreements of Supplier set forth in the solicitation and Supplier’s response thereto resulting in the Master Agreement are incorporated herein and are an integral part hereof. 3. OMNIA Partners shall be afforded all of the rights, privileges and indemnifications afforded to Principal Procurement Agency by or from Supplier under the Master Agreement, and such rights, privileges and indemnifications shall accrue and apply with equal effect to OMNIA Partners, its agents, employees, directors, and representatives under this Agreement including, but not limited to, Supplier’s obligation to obtain appropriate insurance. Furthermore, OMNIA Partners shall not be responsible for Supplier’s performance under the Master Agreement, and Supplier shall hold OMNIA Partners harmless from any liability that may arise from the acts or omissions of Supplier in connection with the Master Agreement. 4. OMNIA Partners shall perform all of its duties, responsibilities and obligations as the cooperative contract administrator of the Master Agreement on behalf of Principal Procurement Agency as set forth herein, and Supplier hereby acknowledges and agrees that all duties, responsibilities and obligations will be undertaken by OMNIA Partners solely in its capacity as the cooperative contract administrator under the Master Agreement. 5. With respect to any purchases by Principal Procurement Agency or any Participating Public Agency pursuant to the Master Agreement, OMNIA Partners shall not be: (i) construed as a supplier, dealer, re-marketer, representative, partner or agent of any type of the Supplier, Principal Procurement Agency or any Participating Public Agency; (ii) obligated, liable or responsible for any order for Product made by Principal Procurement Agency or any Participating Public Agency or any employee thereof under the Master Agreement or for any payment required to be made with respect to such order for Product; and (iii) obligated, liable or responsible for any failure by Principal Procurement Agency or any Participating Public Agency to comply with procedures or requirements of applicable law or the Master Agreement or to obtain the due authorization and approval necessary to purchase under the Master Agreement. OMNIA Partners makes no representation or guaranty with respect to any minimum purchases by Principal Procurement Agency or any Participating Public Agency or any employee thereof under this Agreement or the Master Agreement. 6. Supplier acknowledges that, in connection with its access to OMNIA Partners confidential information and/or supply of data to OMNIA Partners, when applicable, it has complied with and shall continue to comply with all laws, regulations and standards that may apply to Supplier, including, without limitation: (a) United States federal and state information security and privacy statutes, regulations and/or best practices, including, without limitation, the Gramm-Leach-Bliley Act, the Massachusetts Data Security Regulations (201 C.M.R. 17.00 et. seq.), the Nevada encryption statute (N.R.S. § 603A), the California data security law (Cal. Civil Code § 1798.80 et. seq.) and California Consumer Privacy Act (Cal. Civil Code § 1798.100 et. seq.); and (b) applicable industry and regulatory standards and best practices (collectively, “Data Regulations”). With regard to Personal Information that Supplier collects, receives, or otherwise processes under the Agreement or otherwise in connection with performance of the Agreement, Supplier agrees that it will not: (i) sell, rent, release, disclose, disseminate, make available, transfer, or otherwise communicate orally, in writing, or by electronic or other means, such Personal Information to another Version April 2, 2025 business or third party for monetary or other valuable consideration; or (ii) retain, use, or disclose such Personal Information outside of the direct business relationship between Supplier and OMNIA Partners or for any purpose other than for the specific purpose of performance of the Agreement, including retaining, using, or disclosing such Personal Information for a commercial purpose other than for performance of the Agreement. By entering into the Agreement, Supplier certifies that it understands the specific restrictions contained in this Section 6 and will comply with them. For purposes hereof, “Personal Information” means information that identifies, relates to, describes, is reasonably capable of being associated with, or could reasonably be linked, directly or indirectly, with a particular consumer or household, and includes the specific elements of “personal information” as defined under Data Regulations, as defined herein. Supplier will reasonably assist OMNIA Partners in timely responding to any third party “request to know” or “request to delete” (as defined pursuant to Data Regulations) and will promptly provide OMNIA Partners with information reasonably necessary for OMNIA Partners to respond to such requests. Where Supplier collects Personal Information directly from Public Agencies or others on OMNIA Partners’ behalf, Supplier will maintain records and the means necessary to enable OMNIA Partners to respond to such requests to know and requests to delete. 7. WITHOUT LIMITING THE GENERALITY OF THE FOREGOING, OMNIA PARTNERS EXPRESSLY DISCLAIMS ALL EXPRESS OR IMPLIED REPRESENTATIONS AND WARRANTIES REGARDING OMNIA PARTNERS’ PERFORMANCE AS A COOPERATIVE CONTRACT ADMINISTRATOR OF THE MASTER AGREEMENT. OMNIA PARTNERS SHALL NOT BE LIABLE IN ANY WAY FOR ANY SPECIAL, INCIDENTAL, INDIRECT, CONSEQUENTIAL, EXEMPLARY, PUNITIVE, OR RELIANCE DAMAGES, EVEN IF OMNIA PARTNERS IS ADVISED OF THE POSSIBILITY OF SUCH DAMAGES. TERM OF AGREEMENT; TERMINATION 8. This Agreement shall be in effect so long as the Master Agreement remains in effect, provided, however, that the provisions of Sections 3 – 7 and 10 – 21, hereof and the indemnifications afforded by the Supplier to OMNIA Partners in the Master Agreement, to the extent such provisions survive any expiration or termination of the Master Agreement, shall survive the expiration or termination of this Agreement. NATIONAL PROMOTION 9. OMNIA Partners and Supplier shall publicize and promote the availability of the Master Agreement’s products and services to Public Agencies and such agencies’ employees. Supplier shall require each Public Agency to register its participation in the OMNIA Partners program by either registering on the OMNIA Partners website (www.omniapartners.com/publicsector) or executing a Master Intergovernmental Cooperative Purchasing Agreement prior to processing the Participating Public Agency’s first sales order. Upon request, Supplier shall make available to interested Public Agencies a copy of the Master Agreement and such price lists or quotes as may be necessary for such Public Agencies to evaluate potential purchases. 10. Supplier shall provide such marketing and administrative support as set forth in the solicitation resulting in the Master Agreement, including assisting in development of marketing materials as reasonably requested by Principal Procurement Agency and OMNIA Partners. Supplier shall be responsible for obtaining permission or license of use and payment of any license fees for all content and images Supplier provides to OMNIA Partners or posts on the OMNIA Partners website. Supplier shall indemnify, defend and hold harmless OMNIA Partners for use of all such content and Version April 2, 2025 images including copyright infringement claims. Supplier and OMNIA Partners each hereby grant to the other party a limited, revocable, non-transferable, non-sublicensable right to use such party’s logo (each, the “Logo”) solely for use in marketing the Master Agreement. Each party shall provide the other party with the standard terms of use of such party’s Logo, and such party shall comply with such terms in all material respects. Both parties shall obtain approval from the other party prior to use of such party’s Logo. Notwithstanding the foregoing, the parties understand and agree that except as provided herein neither party shall have any right, title or interest in the other party’s Logo. Upon termination of this Agreement, each party shall immediately cease use of the other party’s Logo. ADMINISTRATIVE FEE, REPORTING & PAYMENT 11. An “Administrative Fee” shall be defined and due to OMNIA Partners from Supplier in the amount of __ percent (__%) (“Administrative Fee Percentage”) multiplied by the total purchase amount paid to Supplier, less refunds and credits on returns, for the sale of products and/or services to Principal Procurement Agency and Participating Public Agencies pursuant to the Master Agreement (as amended from time to time and including any renewal thereof) (“Contract Sales”). From time to time the parties may mutually agree in writing to a lower Administrative Fee Percentage for a specifically identified Participating Public Agency’s Contract Sales. Supplier acknowledges that OMNIA Partners is not a supplier or vendor of Supplier and shall not condition payment of Administrative Fees under this Agreement on any attestation or certification to Supplier's policies or procedures. 12. Supplier shall provide OMNIA Partners with an electronic accounting report monthly, in the format prescribed by OMNIA Partners, summarizing all Contract Sales for each calendar month. The Contract Sales reporting format is provided as Exhibit C (“Contract Sales Report”), attached hereto and incorporated herein by reference. Contract Sales Reports for each calendar month shall be provided by Supplier to OMNIA Partners by the 10th day of the following month. Failure to provide a Contract Sales Report within the time and manner specified herein shall constitute a material breach of this Agreement and if not cured within thirty (30) days of written notice to Supplier shall be deemed a cause for termination of the Master Agreement, at Principal Procurement Agency’s sole discretion, and/or this Agreement, at OMNIA Partners’ sole discretion. 13. Administrative Fee payments are to be paid by Supplier to OMNIA Partners at the frequency and on the due date stated in Section 12, above, for Supplier’s submission of corresponding Contract Sales Reports. Administrative Fee payments are to be made via Automated Clearing House (ACH) to the OMNIA Partners designated financial institution identified in Exhibit D. Failure to provide a payment of the Administrative Fee within the time and manner specified herein shall constitute a material breach of this Agreement and if not cured within thirty (30) days of written notice to Supplier shall be deemed a cause for termination of the Master Agreement, at Principal Procurement Agency’s sole discretion, and/or this Agreement, at OMNIA Partners’ sole discretion. All Administrative Fees not paid when due shall bear interest at a rate equal to the lesser of one and one-half percent (1 1/2%) per month or the maximum rate permitted by law until paid in full. 14. Supplier shall maintain an accounting of all purchases made by Participating Public Agencies under the Master Agreement. OMNIA Partners, or its designee, in OMNIA Partners’ sole discretion, reserves the right to compare Participating Public Agency records with Contract Sales Reports submitted by Supplier for a period of four (4) years from the date OMNIA Partners receives such report. In addition, OMNIA Partners may engage a third party to conduct an independent audit of Supplier’s monthly reports. In the event of such an audit, Supplier shall provide all materials reasonably requested relating to such audit by OMNIA Partners at the location designated by OMNIA Version April 2, 2025 Partners. In the event an underreporting of Contract Sales and a resulting material underpayment of Administrative Fees is revealed, OMNIA Partners will notify the Supplier in writing. Supplier will have thirty (30) days from the date of such notice to resolve the discrepancy to OMNIA Partners’ reasonable satisfaction, including payment of any Administrative Fees due and owing, together with interest thereon in accordance with Section 13, and reimbursement of OMNIA Partners’ costs and expenses related to such audit. GENERAL PROVISIONS 15. This Agreement, the Master Agreement and the exhibits referenced herein supersede any and all other agreements, either oral or in writing, between the parties hereto with respect to the subject matter hereto and no other agreement, statement, or promise relating to the subject matter of this Agreement which is not contained or incorporated herein shall be valid or binding. In the event of any conflict between the provisions of this Agreement and the Master Agreement, as between OMNIA Partners and Supplier, the provisions of this Agreement shall prevail. 16. If any action at law or in equity is brought to enforce or interpret the provisions of this Agreement or to recover any Administrative Fee and accrued interest, the prevailing party shall be entitled to reasonable attorney’s fees and costs in addition to any other relief to which it may be entitled. 17. This Agreement and OMNIA Partners’ rights and obligations hereunder may be assigned at OMNIA Partners’ sole discretion to an affiliate of OMNIA Partners, any purchaser of any or all or substantially all of the assets of OMNIA Partners, or the successor entity as a result of a merger, reorganization, consolidation, conversion or change of control, whether by operation of law or otherwise. Supplier may not assign its obligations hereunder without the prior written consent of OMNIA Partners. 18. All written communications given hereunder shall be delivered by first-class mail, postage prepaid, or overnight delivery on receipt to the addresses as set forth below. A. OMNIA Partners: OMNIA Partners 5001 Aspen Grove Franklin, TN 37067 Attention: Legal Department - Public Sector Contracting B. Supplier: ____________________ ____________________ ____________________ ____________________ 19. If any provision of this Agreement shall be deemed to be, or shall in fact be, illegal, inoperative or unenforceable, the same shall not affect any other provision or provisions herein contained or render the same invalid, inoperative or unenforceable to any extent whatever, and this Agreement will be construed by limiting or invalidating such provision to the minimum extent necessary to make such provision valid, legal and enforceable. Version April 2, 2025 20. This Agreement may not be amended, changed, modified, or altered without the prior written consent of the parties hereto, and no provision of this Agreement may be discharged or waived, except by a writing signed by the parties. A waiver of any particular provision will not be deemed a waiver of any other provision, nor will a waiver given on one occasion be deemed to apply to any other occasion. 21. This Agreement shall inure to the benefit of and shall be binding upon OMNIA Partners, the Supplier and any respective successor and assign thereto; subject, however, to the limitations contained herein. 22. This Agreement will be construed under and governed by the laws of the State of Delaware, excluding its conflicts of law provisions and any action arising out of or related to this Agreement shall be commenced solely and exclusively in the state or federal courts in Williamson County Tennessee. 23. This Agreement may be executed in counterparts, each of which is an original but all of which, together, shall constitute but one and the same instrument. The exchange of copies of this Agreement and of signature pages by facsimile, or by .pdf or similar electronic transmission, will constitute effective execution and delivery of this Agreement as to the parties and may be used in lieu of the original Agreement for all purposes. Signatures of the parties transmitted by facsimile, or by .pdf or similar electronic transmission, will be deemed to be their original signatures for any purpose whatsoever. [INSERT SUPPLIER ENTITY NAME] OMNIA PARTNERS, PUBLIC SECTOR, INC. Signature Signature Sarah E. Vavra Name Name Sr. Vice President, Public Sector Contracting Title Title Date Date Exhibit C Master Intergovernmental Cooperative Purchasing Agreement, Example MASTER INTERGOVERNMENTAL COOPERATIVE PURCHASING AGREEMENT This Master Intergovernmental Cooperative Purchasing Agreement (this “Agreement”) is entered into by and between those certain government agencies that execute a Principal Procurement Agency Certificate (“Principal Procurement Agencies”) with OMNIA Partners, Public Sector, Inc., a Delaware corporation f/k/a National Intergovernmental Purchasing Alliance Company; Communities Program Management, LLC, a California limited liability company d/b/a U.S. Communities, and/or NCPA LLC, a Texas limited liability company d/b/a National Cooperative Purchasing Alliance (collectively, “OMNIA Partners”), in its capacity as the cooperative administrator, to be appended and made a part hereof and such other agencies (“Participating Public Agencies”), as defined in each Master Agreement (as defined below), who register to participate in the cooperative purchasing programs administered by OMNIA Partners and its affiliates and subsidiaries (collectively, the “OMNIA Partners Parties”) by either registering on the OMNIA Partners website (www.omniapartners.com/publicsector or any successor website), or by executing a copy of this Agreement. RECITALS WHEREAS, after a competitive solicitation and selection process by Principal Procurement Agencies, in compliance with their own policies, procedures, rules and regulations, a number of suppliers have entered into “Master Agreements” (herein so called) to provide a variety of goods, products and services (“Products”) to the applicable Principal Procurement Agency and the Participating Public Agencies; WHEREAS, Master Agreements are made available by Principal Procurement Agencies through the OMNIA Partners Parties and provide that Participating Public Agencies may purchase Products on the same terms, conditions and pricing as the Principal Procurement Agency, subject to any applicable federal and/or local purchasing ordinances and the laws of the State of purchase; and WHEREAS, in addition to Master Agreements, the OMNIA Partners Parties may from time to time offer Participating Public Agencies the opportunity to acquire Products through other group purchasing agreements. NOW, THEREFORE, in consideration of the mutual promises contained in this Agreement, and of the mutual benefits to result, the parties hereby agree as follows: 1. Each party will facilitate the cooperative procurement of Products. 2. The Participating Public Agencies shall procure Products in accordance with and subject to the relevant federal, state and local statutes, ordinances, rules and regulations that govern Participating Public Agency’s procurement practices. The Participating Public Agencies hereby acknowledge and agree that it is the intent of the parties that all provisions of this Agreement and that Principal Procurement Agencies’ participation in the program described herein comply with all applicable laws, including but not limited to the requirements of 42 C.F.R. § 1001.952(j), as may be amended from time to time. The Participating Public Agencies further acknowledge and agree that they are solely responsible for their compliance with all applicable “safe harbor” regulations, including but not limited to any and all obligations to fully and accurately report discounts and incentives. 3. The Participating Public Agency represents and warrants that the Participating Public Agency is not a hospital or other healthcare provider and is not purchasing Products on behalf of a hospital Exhibit D Principal Procurement Agency Certificate, Example PRINCIPAL PROCUREMENT AGENCY CERTIFICATE In its capacity as a Principal Procurement Agency (as defined below) for OMNIA Partners, Public Sector, Inc., a Delaware corporation (“OMNIA Partners”), [PPA Name] agrees to pursue Master Agreements for Products as specified in the attached Exhibits to this Principal Procurement Agency Certificate. I hereby acknowledge, in my capacity as _____________ of and on behalf of [PPA Name] (“Principal Procurement Agency”), that I have read and hereby agree to the general terms and conditions set forth in the attached Master Intergovernmental Cooperative Purchasing Agreement regulating the use of the Master Agreements and purchase of Products that from time to time are made available by Principal Procurement Agencies to Participating Public Agencies nationwide through OMNIA Partners. I understand that the purchase of one or more Products under the provisions of the Master Intergovernmental Cooperative Purchasing Agreement is at the sole and complete discretion of the Participating Public Agency. Authorized Signature, [PPA Name]________ Signature Name Title Date Exhibit E Contract Sales Reporting Template Contract Sales Report submitted electronically in Microsoft Excel: Version April 2, 2025 Exhibit F Federal Funds Certifications FEDERAL CERTIFICATIONS ADDENDUM FOR AGREEMENT FUNDED BY U.S. FEDERAL GRANT TO WHOM IT MAY CONCERN: Participating Agencies may elect to use federal funds to purchase under the Master Agreement. This form should be completed and returned. DEFINITIONS Contract means a legal instrument by which a non–Federal entity purchases property or services needed to carry out the project or program under a Federal award. The term as used in this part does not include a legal instrument, even if the non–Federal entity considers it a contract, when the substance of the transaction meets the definition of a Federal award or subaward Contractor means an entity that receives a contract as defined in Contract. Cooperative agreement means a legal instrument of financial assistance between a Federal awarding agency or pass-through entity and a non–Federal entity that, consistent with 31 U.S.C. 6302–6305: (a) Is used to enter into a relationship the principal purpose of which is to transfer anything of value from the Federal awarding agency or pass-through entity to the non–Federal entity to carry out a public purpose authorized by a law of the United States (see 31 U.S.C. 6101(3)); and not to acquire property or services for the Federal government or pass-through entity's direct benefit or use; (b) Is distinguished from a grant in that it provides for substantial involvement between the Federal awarding agency or pass-through entity and the non–Federal entity in carrying out the activity contemplated by the Federal award. (c) The term does not include: (1) A cooperative research and development agreement as defined in 15 U.S.C. 3710a; or (2) An agreement that provides only: (i) Direct United States Government cash assistance to an individual; (ii) A subsidy; (iii) A loan; (iv) A loan guarantee; or (v) Insurance. Federal awarding agency means the Federal agency that provides a Federal award directly to a non–Federal entity Federal award has the meaning, depending on the context, in either paragraph (a) or (b) of this section: (a)(1) The Federal financial assistance that a non–Federal entity receives directly from a Federal awarding agency or indirectly from a pass-through entity, as described in § 200.101 Applicability; or (2) The cost-reimbursement contract under the Federal Acquisition Regulations that a non–Federal entity receives directly from a Federal awarding agency or indirectly from a pass-through entity, as described in § 200.101 Applicability. (b) The instrument setting forth the terms and conditions. The instrument is the grant agreement, cooperative agreement, other agreement for assistance covered in paragraph (b) of § 200.40 Federal financial assistance, or the cost-reimbursement contract awarded under the Federal Acquisition Regulations. (c) Federal award does not include other contracts that a Federal agency uses to buy goods or services from a contractor or a contract to operate Federal government owned, contractor operated facilities (GOCOs). (d) See also definitions of Federal financial assistance, grant agreement, and cooperative agreement. Version April 2, 2025 Non–Federal entity means a state, local government, Indian tribe, institution of higher education (IHE), or nonprofit organization that carries out a Federal award as a recipient or subrecipient. Nonprofit organization means any corporation, trust, association, cooperative, or other organization, not including IHEs, that: (a) Is operated primarily for scientific, educational, service, charitable, or similar purposes in the public interest; (b) Is not organized primarily for profit; and (c) Uses net proceeds to maintain, improve, or expand the operations of the organization. Obligations means, when used in connection with a non–Federal entity's utilization of funds under a Federal award, orders placed for property and services, contracts and subawards made, and similar transactions during a given period that require payment by the non–Federal entity during the same or a future period. Pass-through entity means a non–Federal entity that provides a subaward to a subrecipient to carry out part of a Federal program. Recipient means a non–Federal entity that receives a Federal award directly from a Federal awarding agency to carry out an activity under a Federal program. The term recipient does not include subrecipients. Simplified acquisition threshold means the dollar amount below which a non–Federal entity may purchase property or services using small purchase methods. Non–Federal entities adopt small purchase procedures in order to expedite the purchase of items costing less than the simplified acquisition threshold. The simplified acquisition threshold is set by the Federal Acquisition Regulation at 48 CFR Subpart 2.1 (Definitions) and in accordance with 41 U.S.C. 1908. As of the publication of this part, the simplified acquisition threshold is $250,000, but this threshold is periodically adjusted for inflation. (Also see definition of § 200.67 Micro-purchase.) Subaward means an award provided by a pass-through entity to a subrecipient for the subrecipient to carry out part of a Federal award received by the pass-through entity. It does not include payments to a contractor or payments to an individual that is a beneficiary of a Federal program. A subaward may be provided through any form of legal agreement, including an agreement that the pass-through entity considers a contract. Subrecipient means a non–Federal entity that receives a subaward from a pass-through entity to carry out part of a Federal program; but does not include an individual that is a beneficiary of such program. A subrecipient may also be a recipient of other Federal awards directly from a Federal awarding agency. Termination means the ending of a Federal award, in whole or in part at any time prior to the planned end of period of performance. The following provisions may be required and apply when Participating Agency expends federal funds for any purchase resulting from this procurement process. Per FAR 52.204-24 and FAR 52.204-25, solicitations and resultant contracts shall contain the following provisions. 52.204-24 Representation Regarding Certain Telecommunications and Video Surveillance Services or Equipment (Oct 2020) The Offeror shall not complete the representation at paragraph (d)(1) of this provision if the Offeror has represented that it "does not provide covered telecommunications equipment or services as a part of its offered products or services to the Government in the performance of any contract, subcontract, or other contractual instrument" in paragraph (c)(1) in the provision at 52.204-26, Covered Telecommunications Equipment or Services—Representation, or in paragraph (v)(2)(i) of the provision at 52.212-3, Offeror Representations and Certifications-Commercial Items. The Offeror shall not complete the representation in paragraph (d)(2) of this provision if the Offeror has represented that it "does not use covered telecommunications equipment or services, or any equipment, system, or service that uses covered telecommunications equipment or services" in paragraph (c)(2) of the provision at 52.204-26, or in paragraph (v)(2)(ii) of the provision at 52.212-3. (a) Definitions. As used in this provision— Version April 2, 2025 Backhaul, covered telecommunications equipment or services, critical technology, interconnection arrangements, reasonable inquiry, roaming, and substantial or essential component have the meanings provided in the clause 52.204-25, Prohibition on Contracting for Certain Telecommunications and Video Surveillance Services or Equipment. (b) Prohibition. (1) Section 889(a)(1)(A) of the John S. McCain National Defense Authorization Act for Fiscal Year 2019 (Pub. L. 115-232) prohibits the head of an executive agency on or after August 13, 2019, from procuring or obtaining, or extending or renewing a contract to procure or obtain, any equipment, system, or service that uses covered telecommunications equipment or services as a substantial or essential component of any system, or as critical technology as part of any system. Nothing in the prohibition shall be construed to— (i) Prohibit the head of an executive agency from procuring with an entity to provide a service that connects to the facilities of a third-party, such as backhaul, roaming, or interconnection arrangements; or (ii) Cover telecommunications equipment that cannot route or redirect user data traffic or cannot permit visibility into any user data or packets that such equipment transmits or otherwise handles. (2) Section 889(a)(1)(B) of the John S. McCain National Defense Authorization Act for Fiscal Year 2019 (Pub. L. 115-232) prohibits the head of an executive agency on or after August 13, 2020, from entering into a contract or extending or renewing a contract with an entity that uses any equipment, system, or service that uses covered telecommunications equipment or services as a substantial or essential component of any system, or as critical technology as part of any system. This prohibition applies to the use of covered telecommunications equipment or services, regardless of whether that use is in performance of work under a Federal contract. Nothing in the prohibition shall be construed to— (i) Prohibit the head of an executive agency from procuring with an entity to provide a service that connects to the facilities of a third-party, such as backhaul, roaming, or interconnection arrangements; or (ii) Cover telecommunications equipment that cannot route or redirect user data traffic or cannot permit visibility into any user data or packets that such equipment transmits or otherwise handles. (c) Procedures. The Offeror shall review the list of excluded parties in the System for Award Management (SAM) (https://www.sam.gov) for entities excluded from receiving federal awards for "covered telecommunications equipment or services". (d) Representation. The Offeror represents that— (1) It □ will, □ will not provide covered telecommunications equipment or services to the Government in the performance of any contract, subcontract or other contractual instrument resulting from this solicitation. The Offeror shall provide the additional disclosure information required at paragraph (e)(1) of this section if the Offeror responds "will" in paragraph (d)(1) of this section; and (2) After conducting a reasonable inquiry, for purposes of this representation, the Offeror represents that— It □ does, □ does not use covered telecommunications equipment or services, or use any equipment, system, or service that uses covered telecommunications equipment or services. The Offeror shall provide the additional disclosure information required at paragraph (e)(2) of this section if the Offeror responds "does" in paragraph (d)(2) of this section. (e) Disclosures. (1) Disclosure for the representation in paragraph (d)(1) of this provision. If the Offeror has responded "will" in the representation in paragraph (d)(1) of this provision, the Offeror shall provide the following information as part of the offer. (i) For covered equipment— (A) The entity that produced the covered telecommunications equipment (include entity name, unique entity identifier, CAGE code, and whether the entity was the original equipment manufacturer (OEM) or a distributor, if known); (B) A description of all covered telecommunications equipment offered (include brand; model number, such as OEM number, manufacturer part number, or wholesaler number; and item description, as applicable); and (C) Explanation of the proposed use of covered telecommunications equipment and any factors relevant to determining if such use would be permissible under the prohibition in paragraph (b)(1) of this provision. (ii) For covered services— (A) If the service is related to item maintenance: A description of all covered telecommunications services offered (include on the item being maintained: Brand; model number, such as OEM number, manufacturer part number, or wholesaler number; and item description, as applicable); or (B) If not associated with maintenance, the Product Service Code (PSC) of the service being provided; and explanation of the proposed use of covered telecommunications services and any factors relevant to determining if such use would be permissible under the prohibition in paragraph (b)(1) of this provision. Version April 2, 2025 (2) Disclosure for the representation in paragraph (d)(2) of this provision. If the Offeror has responded "does" in the representation in paragraph (d)(2) of this provision, the Offeror shall provide the following information as part of the offer: (i) For covered equipment— (A) The entity that produced the covered telecommunications equipment (include entity name, unique entity identifier, CAGE code, and whether the entity was the OEM or a distributor, if known); (B) A description of all covered telecommunications equipment offered (include brand; model number, such as OEM number, manufacturer part number, or wholesaler number; and item description, as applicable); and (C) Explanation of the proposed use of covered telecommunications equipment and any factors relevant to determining if such use would be permissible under the prohibition in paragraph (b)(2) of this provision. (ii) For covered services— (A) If the service is related to item maintenance: A description of all covered telecommunications services offered (include on the item being maintained: Brand; model number, such as OEM number, manufacturer part number, or wholesaler number; and item description, as applicable); or (B) If not associated with maintenance, the PSC of the service being provided; and explanation of the proposed use of covered telecommunications services and any factors relevant to determining if such use would be permissible under the prohibition in paragraph (b)(2) of this provision. 52.204-25 Prohibition on Contracting for Certain Telecommunications and Video Surveillance Services or Equipment (Aug 2020). (a) Definitions. As used in this clause— Backhaul means intermediate links between the core network, or backbone network, and the small subnetworks at the edge of the network (e.g., connecting cell phones/towers to the core telephone network). Backhaul can be wireless (e.g., microwave) or wired (e.g., fiber optic, coaxial cable, Ethernet). Covered foreign country means The People’s Republic of China. Covered telecommunications equipment or services means– (1) Telecommunications equipment produced by Huawei Technologies Company or ZTE Corporation (or any subsidiary or affiliate of such entities); (2) For the purpose of public safety, security of Government facilities, physical security surveillance of critical infrastructure, and other national security purposes, video surveillance and telecommunications equipment produced by Hytera Communications Corporation, Hangzhou Hikvision Digital Technology Company, or Dahua Technology Company (or any subsidiary or affiliate of such entities); (3) Telecommunications or video surveillance services provided by such entities or using such equipment; or (4) Telecommunications or video surveillance equipment or services produced or provided by an entity that the Secretary of Defense, in consultation with the Director of National Intelligence or the Director of the Federal Bureau of Investigation, reasonably believes to be an entity owned or controlled by, or otherwise connected to, the government of a covered foreign country. Critical technology means– (1) Defense articles or defense services included on the United States Munitions List set forth in the International Traffic in Arms Regulations under subchapter M of chapter I of title 22, Code of Federal Regulations; (2) Items included on the Commerce Control List set forth in Supplement No. 1 to part 774 of the Export Administration Regulations under subchapter C of chapter VII of title 15, Code of Federal Regulations, and controlled- (i) Pursuant to multilateral regimes, including for reasons relating to national security, chemical and biological weapons proliferation, nuclear nonproliferation, or missile technology; or (ii) For reasons relating to regional stability or surreptitious listening; (3) Specially designed and prepared nuclear equipment, parts and components, materials, software, and technology covered by part 810 of title 10, Code of Federal Regulations (relating to assistance to foreign atomic energy activities); (4) Nuclear facilities, equipment, and material covered by part 110 of title 10, Code of Federal Regulations (relating to export and import of nuclear equipment and material); (5) Select agents and toxins covered by part 331 of title 7, Code of Federal Regulations, part 121 of title 9 of such Code, or part 73 of title 42 of such Code; or (6) Emerging and foundational technologies controlled pursuant to section 1758 of the Export Control Reform Act of 2018 (50 U.S.C. 4817). Version April 2, 2025 Interconnection arrangements means arrangements governing the physical connection of two or more networks to allow the use of another's network to hand off traffic where it is ultimately delivered (e.g., connection of a customer of telephone provider A to a customer of telephone company B) or sharing data and other information resources. Reasonable inquiry means an inquiry designed to uncover any information in the entity's possession about the identity of the producer or provider of covered telecommunications equipment or services used by the entity that excludes the need to include an internal or third-party audit. Roaming means cellular communications services (e.g., voice, video, data) received from a visited network when unable to connect to the facilities of the home network either because signal coverage is too weak or because traffic is too high. Substantial or essential component means any component necessary for the proper function or performance of a piece of equipment, system, or service. (b) Prohibition. (1) Section 889(a)(1)(A) of the John S. McCain National Defense Authorization Act for Fiscal Year 2019 (Pub. L. 115-232) prohibits the head of an executive agency on or after August 13, 2019, from procuring or obtaining, or extending or renewing a contract to procure or obtain, any equipment, system, or service that uses covered telecommunications equipment or services as a substantial or essential component of any system, or as critical technology as part of any system. The Contractor is prohibited from providing to the Government any equipment, system, or service that uses covered telecommunications equipment or services as a substantial or essential component of any system, or as critical technology as part of any system, unless an exception at paragraph (c) of this clause applies or the covered telecommunication equipment or services are covered by a waiver described in FAR 4.2104. (2) Section 889(a)(1)(B) of the John S. McCain National Defense Authorization Act for Fiscal Year 2019 (Pub. L. 115-232) prohibits the head of an executive agency on or after August 13, 2020, from entering into a contract, or extending or renewing a contract, with an entity that uses any equipment, system, or service that uses covered telecommunications equipment or services as a substantial or essential component of any system, or as critical technology as part of any system, unless an exception at paragraph (c) of this clause applies or the covered telecommunication equipment or services are covered by a waiver described in FAR 4.2104. This prohibition applies to the use of covered telecommunications equipment or services, regardless of whether that use is in performance of work under a Federal contract. (c) Exceptions. This clause does not prohibit contractors from providing— (1) A service that connects to the facilities of a third-party, such as backhaul, roaming, or interconnection arrangements; or (2) Telecommunications equipment that cannot route or redirect user data traffic or permit visibility into any user data or packets that such equipment transmits or otherwise handles. (d) Reporting requirement. (1) In the event the Contractor identifies covered telecommunications equipment or services used as a substantial or essential component of any system, or as critical technology as part of any system, during contract performance, or the Contractor is notified of such by a subcontractor at any tier or by any other source, the Contractor shall report the information in paragraph (d)(2) of this clause to the Contracting Officer, unless elsewhere in this contract are established procedures for reporting the information; in the case of the Department of Defense, the Contractor shall report to the website at https://dibnet.dod.mil. For indefinite delivery contracts, the Contractor shall report to the Contracting Officer for the indefinite delivery contract and the Contracting Officer(s) for any affected order or, in the case of the Department of Defense, identify both the indefinite delivery contract and any affected orders in the report provided at https://dibnet.dod.mil. (2) The Contractor shall report the following information pursuant to paragraph (d)(1) of this clause (i) Within one business day from the date of such identification or notification: the contract number; the order number(s), if applicable; supplier name; supplier unique entity identifier (if known); supplier Commercial and Government Entity (CAGE) code (if known); brand; model number (original equipment manufacturer number, manufacturer part number, or wholesaler number); item description; and any readily available information about mitigation actions undertaken or recommended. (ii) Within 10 business days of submitting the information in paragraph (d)(2)(i) of this clause: any further available information about mitigation actions undertaken or recommended. In addition, the Contractor shall describe the efforts it undertook to prevent use or submission of covered telecommunications equipment or services, and any additional efforts that will be incorporated to prevent future use or submission of covered telecommunications equipment or services. Version April 2, 2025 (e) Subcontracts. The Contractor shall insert the substance of this clause, including this paragraph (e) and excluding paragraph (b)(2), in all subcontracts and other contractual instruments, including subcontracts for the acquisition of commercial items. The following certifications and provisions may be required and apply when Participating Agency expends federal funds for any purchase resulting from this procurement process. Pursuant to 2 C.F.R. § 200.327, all contracts, including small purchases, awarded by the Participating Agency and the Participating Agency’s subcontractors shall contain the procurement provisions of Appendix II to Part 200, as applicable. APPENDIX II TO 2 CFR PART 200 (A) Contracts for more than the simplified acquisition threshold currently set at $250,000, which is the inflation adjusted amount determined by the Civilian Agency Acquisition Council and the Defense Acquisition Regulations Council (Councils) as authorized by 41 U.S.C. 1908, must address administrative, contractual, or legal remedies in instances where contractors violate or breach contract terms, and provide for such sanctions and penalties as appropriate. Pursuant to Federal Rule (A) above, when a Participating Agency expends federal funds, the Participating Agency reserves all rights and privileges under the applicable laws and regulations with respect to this procurement in the event of breach of contract by either party. Does offeror agree? YES Initials of Authorized Representative of offeror (B) All contracts in excess of $10,000 must address termination for cause and for convenience by the non-Federal entity including the manner by which it will be effected and the basis for settlement. Pursuant to Federal Rule (B) above, when a Participating Agency expends federal funds, the Participating Agency reserves the right to immediately terminate any agreement in excess of $10,000 resulting from this procurement process in the event of a breach or default of the agreement by Offeror as detailed in the terms of the contract. Does offeror agree? YES Initials of Authorized Representative of offeror (C) Equal Employment Opportunity. Except as otherwise provided under 41 CFR Part 60, all contracts that meet the definition of “federally assisted construction contract” in 41 CFR Part 60-1.3 must include the equal opportunity clause provided under 41 CFR 60-1.4(b), in accordance with Executive Order 11246, “Equal Employment Opportunity” (30 CFR 12319, 12935, 3 CFR Part, 1964-1965 Comp., p. 339), as amended by Executive Order 11375, “Amending Executive Order 11246 Relating to Equal Employment Opportunity,” and implementing regulations at 41 CFR part 60, “Office of Federal Contract Compliance Programs, Equal Employment Opportunity, Department of Labor.” Pursuant to Federal Rule (C) above, when a Participating Agency expends federal funds on any federally assisted construction contract, the equal opportunity clause is incorporated by reference herein. Does offeror agree to abide by the above? YES Initials of Authorized Representative of offeror (D) Davis-Bacon Act, as amended (40 U.S.C. 3141-3148). When required by Federal program legislation, all prime construction contracts in excess of $2,000 awarded by non-Federal entities must include a provision for compliance with the Davis-Bacon Act (40 U.S.C. 3141-3144, and 3146-3148) as supplemented by Department of Labor regulations (29 CFR Part 5, “Labor Standards Provisions Applicable to Contracts Covering Federally Financed and Assisted Construction”). In accordance with the statute, contractors must be required to pay wages to laborers and mechanics at a rate not less than the prevailing wages specified in a wage determination made by the Secretary of Labor. In addition, contractors must be required to pay wages not less than once a week. The non-Federal entity must place a copy of the current prevailing wage determination issued by the Department of Labor in each solicitation. The decision to award a contract or subcontract must be conditioned upon the acceptance of the wage determination. The non - Federal entity must report all suspected or reported violations to the Federal awarding agency. The contracts must also include a provision for compliance with the Copeland “Anti-Kickback” Act (40 U.S.C. 3145), as supplemented by Department of Labor regulations (29 CFR Part 3, “Contractors and Subcontractors on Public Building or Public Work Version April 2, 2025 Financed in Whole or in Part by Loans or Grants from the United States”). The Act provides that each contractor or subrecipient must be prohibited from inducing, by any means, any person employed in the construction, completion, or repair of public work, to give up any part of the compensation to which he or she is otherwise entitled. The non -Federal entity must report all suspected or reported violations to the Federal awarding agency. Pursuant to Federal Rule (D) above, when a Participating Agency expends federal funds during the term of an award for all contracts and subgrants for construction or repair, offeror will be in compliance with all applicable Davis-Bacon Act provisions. Does offeror agree? YES Initials of Authorized Representative of offeror (E) Contract Work Hours and Safety Standards Act (40 U.S.C. 3701-3708). Where applicable, all contracts awarded by the non-Federal entity in excess of $100,000 that involve the employment of mechanics or laborers must include a provision for compliance with 40 U.S.C. 3702 and 3704, as supplemented by Department of Labor regulations (29 CFR Part 5). Under 40 U.S.C. 3702 of the Act, each contractor must be required to compute the wages of every mechanic and laborer on the basis of a standard work week of 40 hours. Work in excess of the standard work week is permissible provided that the worker is compensated at a rate of not less than one and a half times the basic rate of pay for all hours worked in excess of 40 hours in the work week. The requirements of 40 U.S.C. 3704 are applicable to construction work and provide that no laborer or mechanic must be required to work in surroundings or under working conditions which are unsanitary, hazardous or dangerous. These requirements do not apply to the purchases of supplies or materials or articles ordinarily available on the open market, or contracts for transportation or transmission of intelligence. Pursuant to Federal Rule (E) above, when a Participating Agency expends federal funds, offeror certifies that offeror will be in compliance with all applicable provisions of the Contract Work Hours and Safety Standards Act during the term of an award for all contracts by Participating Agency resulting from this procurement process. Does offeror agree? YES Initials of Authorized Representative of offeror (F) Rights to Inventions Made Under a Contract or Agreement. If the Federal award meets the definition of “funding agreement” under 37 CFR §401.2 (a) and the recipient or subrecipient wishes to enter into a contract with a small business firm or nonprofit organization regarding the substitution of parties, assignment or performance of experimental, developmental, or research work under that “funding agreement,” the recipient or subrecipient must comply with the requirements of 37 CFR Part 401, “Rights to Inventions Made by Nonprofit Organizations and Small Business Firms Under Government Grants, Contracts and Cooperative Agreements,” and any implementing regulations issued by the awarding agency. Pursuant to Federal Rule (F) above, when federal funds are expended by Participating Agency, the offeror certifies that during the term of an award for all contracts by Participating Agency resulting from this procurement process, the offeror agrees to comply with all applicable requirements as referenced in Federal Rule (F) above. Does offeror agree? YES Initials of Authorized Representative of offeror (G) Clean Air Act (42 U.S.C. 7401-7671q.) and the Federal Water Pollution Control Act (33 U.S.C. 1251-1387), as amended—Contracts and subgrants of amounts in excess of $150,000 must contain a provision that requires the non - Federal award to agree to comply with all applicable standards, orders or regulations issued pursuant to the Clean Air Act (42 U.S.C. 7401-7671q) and the Federal Water Pollution Control Act as amended (33 U.S.C. 1251- 1387). Violations must be reported to the Federal awarding agency and the Regional Office of the Environmental Protection Agency (EPA) In the event Federal Transit Administration (FTA) or Department of Transportation (DOT) funding is used by Participating Public Agency, Offeror also agrees to include Clean Air and Clean Water requirements in each subcontract exceeding $100,000 financed in whole or in part with Federal assistance provided by FTA. Pursuant to Federal Rule (G) above, when federal funds are expended by Participating Agency, the offeror certifies that during the term of an award for all contracts by Participating Agency member resulting from this procurement process, the offeror agrees to comply with all applicable requirements as referenced in Federal Rule (G) above. Does offeror agree? YES Initials of Authorized Representative of offeror Version April 2, 2025 (H) Debarment and Suspension (Executive Orders 12549 and 12689)—A contract award (see 2 CFR 180.220) must not be made to parties listed on the government wide exclusions in the System for Award Management (SAM), in accordance with the Executive Office of the President Office of Management and Budget (OMB) guidelines at 2 CFR 180 that implement Executive Orders 12549 (3 CFR part 1986 Comp., p. 189) and 12689 (3 CFR part 1989 Comp., p. 235), “Debarment and Suspension.” SAM Exclusions contains the names of parties debarred, suspended, or otherwise excluded by agencies, as well as parties declared ineligible under statutory or regulatory authority other than Executive Order 12549. Pursuant to Federal Rule (H) above, when federal funds are expended by Participating Agency, the offeror certifies that during the term of an award for all contracts by Participating Agency resulting from this procurement process, the offeror certifies that neither it nor its principals is presently debarred, suspended, proposed for debarment, declared ineligible, or voluntarily excluded from participation by any federal department or agency. If at any time during the term of an award the offeror or its principals becomes debarred, suspended, proposed for debarment, declared ineligible, or voluntarily excluded from participation by any federal department or agency, the offeror will notify the Participating Agency. Does offeror agree? YES Initials of Authorized Representative of offeror (I) Byrd Anti-Lobbying Amendment (31 U.S.C. 1352)—Contractors that apply or bid for an award exceeding $100,000 must file the required certification. Each tier certifies to the tier above that it will not and has not used Federal appropriated funds to pay any person or organization for influencing or attempting to influence an officer or employee of any agency, a member of Congress, officer or employee of Congress, or an employee of a member of Congress in connection with obtaining any Federal contract, grant or any other award covered by 31 U.S.C. 1352. Each tier must also disclose any lobbying with non-Federal funds that takes place in connection with obtaining any Federal award. Such disclosures are forwarded from tier to tier up to the non-Federal award. Pursuant to Federal Rule (I) above, when federal funds are expended by Participating Agency, the offeror certifies that during the term and after the awarded term of an award for all contracts by Participating Agency resulting from this procurement process, the offeror certifies that it is in compliance with all applicable provisions of the Byrd Anti-Lobbying Amendment (31 U.S.C. 1352). The undersigned further certifies that: (1) No Federal appropriated funds have been paid or will be paid, by or on behalf of the undersigned, to any person for influencing or attempting to influence an officer or employee of any Federal agency, a Member of Congress, an officer or employee of Congress, or an employee of a Member of Congress in connection with the awarding of any Federal contract, the making of any Federal grant, the making of any Federal loan, the entering into of any cooperative agreement, and the extension, continuation, renewal, amendment, or modification of any Federal contract, grant, loan, or cooperative agreement. (2) If any funds other than Federal appropriated funds have been paid or will be paid to any person for influencing or attempting to influence an officer or employee of any Federal agency, a Member of Congress, an officer or employee of Congress, or an employee of a Member of Congress in connection with this Federal contract, grant, loan, or cooperative agreement, the undersigned shall complete and submit Standard Form-LLL, "Disclosure of Lobbying Activities," in accordance with its instructions. This certification is a material representation of fact upon which reliance was placed when this transaction was made or entered into. Submission of this certification is a prerequisite for making or entering into this transaction imposed by Section 1352, Title 31, U.S. Code. Any person who fails to file the required certification shall be subject to a civil penalty of not less than $10,000 and not more than $100,000 for each such failure. (3) The prospective participant also agrees by submitting his or her bid or proposal that he or she shall require that the language of this certification be included in all lower tier subcontracts, which exceed $100,000 and that all such subrecipients shall certify and disclose accordingly. Does offeror agree? YES Initials of Authorized Representative of offeror Version April 2, 2025 RECORD RETENTION REQUIREMENTS FOR CONTRACTS INVOLVING FEDERAL FUNDS When federal funds are expended by Participating Agency for any contract resulting from this procurement process, offeror certifies that it will comply with the record retention requirements detailed in 2 CFR § 200.333. The offeror further certifies that offeror will retain all records as required by 2 CFR § 200.333 for a period of three years after grantees or subgrantees submit final expenditure reports or quarterly or annual financial reports, as applicable, and all other pending matters are closed. Does offeror agree? YES Initials of Authorized Representative of offeror CERTIFICATION OF COMPLIANCE WITH THE ENERGY POLICY AND CONSERVATION ACT When Participating Agency expends federal funds for any contract resulting from this procurement process, offeror certifies that it will comply with the mandatory standards and policies relating to energy efficiency which are contained in the state energy conservation plan issued in compliance with the Energy Policy and Conservation Act (42 U.S.C. 6321 et seq.; 49 C.F.R. Part 18). Does offeror agree? YES Initials of Authorized Representative of offeror CERTIFICATION OF COMPLIANCE WITH BUY AMERICA PROVISIONS To the extent purchases are made with Federal Highway Administration, Federal Railroad Administration, or Federal Transit Administration funds, offeror certifies that its products comply with all applicable provisions of the Buy America Act and agrees to provide such certification or applicable waiver with respect to specific products to any Participating Agency upon request. Purchases made in accordance with the Buy America Act must still follow the applicable procurement rules calling for free and open competition. Additionally: (1) The Contractor agrees to comply with 49 USC 5323(j) and 49 CFR Part 661, which provide that federal funds may not be obligated unless steel, iron and manufactured products used in FTA-funded projects are produced in the United States, unless a waiver has been granted by FTA or the product is subject to a general waiver. General waivers are listed in 49 CFR 661.7.A general public interest waiver from the Buy America requirements applies to microprocessors, computers, microcomputers, software or other such devices, which are used solely for the purpose of processing or storing data. This general waiver does not extend to a product or device that merely contains a microprocessor or microcomputer and is not used solely for the purpose of processing or storing data. Separate requirements for rolling stock are set out at 5323(j)(2)(C) and 49 CFR 661.11. (2) A bidder or offeror must submit to the FTA recipient the appropriate Buy America certification with all bids on FTA-funded contracts, except those subject to a general waiver. Bids or offers that are not accompanied by a completed Buy America certification must be rejected as nonresponsive. This requirement does not apply to lower tier subcontractors. The following certificates titled FTA and DOT Buy America Certification should be completed and returned with the response as part of FTA and DOT requirements. FEDERAL TRASIT ADMINISTRATION (FTA) AND DEPARTMENT OF TRANSPORTATION (DOT) - BUY AMERICA: CERTIFICATION REQUIREMENT FOR PROCUREMENTOF ROLLING STOCK CERTIFICATE OF COMPLIANCE (select one of the two options, NOT BOTH) Certificate of Compliance with 49 USC §5323(j) The proposer hereby certifies that it will comply with the requirements of 49 U.S.C. 5323(j), and the applicable regulations of 49 CFR 661.11. Check for YES:  OR Certificate of Non-Compliance with 49 USC §5323(j) Version April 2, 2025 The proposer hereby certifies that it cannot comply with the requirements of 49 U.S.C. 5323(j), but may qualify for an exception to the requirement consistent with 49 U.S.C. 5323(j)(2)(C), and the applicable regulations in 49 CFR 661.7. Check for YES:  FEDERAL TRASIT ADMINISTRATION (FTA) AND DEPARTMENT OF TRANSPORTATION (DOT) - BUY AMERICA: CERTIFICATION REQUIREMENT FOR PROCUREMENT OF STEEL OR MANUFACTURED PRODUCTS CERTIFICATE OF COMPLIANCE (select one of the two options, NOT BOTH) Certificate of Compliance with 49 USC §5323(j)(1) The proposer hereby certifies that it will comply with the requirements of 49 U.S.C. 5323(j)(1), and the applicable regulations in 49 CFR part 661. Check for YES:  OR Certificate of Non-Compliance with 49 USC §5323(j)(1) The proposer hereby certifies that it cannot comply with the requirements of 49 U.S.C. 5323(j), but it may qualify for an exception to the requirement pursuant to 49 U.S.C. 5323(j)(2), as amended, and the applicable regulations in 49 CFR 661.7. Check for YES:  Does offeror agree? YES Initials of Authorized Representative of offeror Offeror’s Name: ___________________________________________________________________________________ Address, City, State, and Zip Code: ________________________________________________________________________ Phone Number: __________________________________ Fax Number: ______________________________________ Printed Name and Title of Authorized Representative: _____________________________________________________________________ Email Address: __________________________________________________________________________________ Signature of Authorized Representative: ____________________________________ Date: _____________________________ CERTIFICATION OF COMPLIANCE WITH BUY AMERICAN PROVISIONS Unless Supplier is exempt (See FAR 25.103), when authorized by statute or explicitly indicated by Participating Public Agency, Buy American requirements will apply where only unmanufactured construction material mined or produced in the United States shall be used (see Subpart 25.6 – American Recovery and Reinvestment Act-Buy American statute for additional details). CERTIFICATION OF ACCESS TO RECORDS – 2 C.F.R. § 200.336 Offeror agrees that the Inspector General of the Agency or any of their duly authorized representatives shall have access to any documents, papers, or other records of offeror that are pertinent to offeror’s discharge of its obligations under the Contract for the purpose of making audits, examinations, excerpts, and transcriptions. The right also includes timely and reasonable access to offeror’s personnel for the purpose of interview and discussion relating to such documents. Does offeror agree? YES Initials of Authorized Representative of offeror CERTIFICATION OF APPLICABILITY TO SUBCONTRACTORS Offeror agrees that all contracts it awards pursuant to the Contract shall be bound by the foregoing terms and conditions. Does offeror agree? YES Initials of Authorized Representative of offeror Version April 2, 2025 COMMUNITY DEVELOPMENT BLOCK GRANTS Purchases made under this contract may be partially or fully funded with federal grant funds. Funding for this work may include Federal Funding sources, including Community Development Block Grant (CDBG) funds from the U.S. Department of Housing and Urban Development. When such funding is provided, Offeror shall comply with all terms, conditions and requirements enumerated by the grant funding source, as well as requirements of the State statutes for which the contract is utilized, whichever is the more restrictive requirement. When using Federal Funding, Offeror shall comply with all wage and latest reporting provisions of the Federal Davis-Bacon Act. HUD-4010 Labor Provisions also applies to this contract. Does offeror agree? YES Initials of Authorized Representative of offeror Offeror agrees to comply with all federal, state, and local laws, rules, regulations and ordinances, as applicable. It is further acknowledged that offeror certifies compliance with all provisions, laws, acts, regulations, etc. as specifically noted above. Offeror’s Name: ____________________________________________________________________________________________ Address, City, State, and Zip Code: _____________________________________________________________________________ Phone Number: ________________________________ Fax Number: ______________________________________ Printed Name and Title of Authorized Representative: _____________________________________________________________________ Email Address: ____________________________________________________________________________________________ Signature of Authorized Representative: ____________________________________Date: _____________________________ Version April 2, 2025 FEMA AND ADDITIONAL FEDERAL FUNDING SPECIAL CONDITIONS Awarded Supplier(s) (also referred to as Contractors) may need to respond to events and losses where products and services are needed for the immediate and initial response to emergency situations such as, but not limited to, water damage, fire damage, vandalism cleanup, biohazard cleanup, sewage decontamination, deodorization, and/or wind damage during a disaster or emergency situation. By submitting a proposal, the Supplier is accepted these FEMA and Additional Federal Funding Special Conditions required by the Federal Emergency Management Agency (FEMA) and other federal entities. “Contract” in the below pages under FEMA AND ADDITIONAL FEDERAL FUNDING SPECIAL CONDITIONS is also referred to and defined as the “Master Agreement”. “Contractor” in the below pages under FEMA AND ADDITIONAL FEDERAL FUNDING SPECIAL CONDITIONS is also referred to and defined as “Supplier” or “Awarded Supplier”. Conflicts of Interest No employee, officer, or agent may participate in the selection, award, or administration of a contract supported by a FEMA award if he or she has a real or apparent conflict of interest. Such a conflict would arise when the employee, officer, or agent, any member of his or her immediate family, his or her partner, or an organization which employs or is about to employ any of these parties, has a financial or other interest in or a tangible personal benefit from a firm considered for award. 2 C.F.R. § 200.318(c)(1); See also Standard Form 424D, ¶ 7; Standard Form 424B, ¶ 3. i. FEMA considers a “financial interest” to be the potential for gain or loss to the employee, officer, or agent, any member of his or her immediate family, his or her partner, or an organization which employs or is about to employ any of these parties as a result of the particular procurement. The prohibited financial interest may arise from ownership of certain financial instruments or investments such as stock, bonds, or real estate, or from a salary, indebtedness, job offer, or similar interest that might be affected by the particular procurement. ii. FEMA considers an “apparent” conflict of interest to exist where an actual conflict does not exist, but where a reasonable person with knowledge of the relevant facts would question the impartiality of the employee, officer, or agent participating in the procurement. c. Gifts. The officers, employees, and agents of the Participating Public Agency nor the Participating Public Agency (“NFE”) must neither solicit nor accept gratuities, favors, or anything of monetary value from contractors or parties to subcontracts. However, NFE’s may set standards for situations in which the financial interest is de minimus, not substantial, or the gift is an unsolicited item of nominal value. 2 C.F.R. § 200.318(c)(1). d. Violations. The NFE’s written standards of conduct must provide for disciplinary actions to be applied for violations of such standards by officers, employees, or agents of the NFE. 2 C.F.R. § 200.318(c)(1). For example, the penalty for a NFE’s employee may be dismissal, and the penalty for a contractor might be the termination of the contract. Contractor Integrity A contractor must have a satisfactory record of integrity and business ethics. Contractors that are debarred or suspended, as described in and subject to the debarment and suspension regulations implementing Executive Order 12549, Debarment and Suspension (1986) and Executive Order 12689, Debarment and Suspension (1989) at 2 C.F.R. Part 180 and the Department of Homeland Security’s regulations at 2 C.F.R. Part 3000 (Non-procurement Debarment and Suspension), must be rejected and cannot receive contract awards at any level. Notice of Legal Matters Affecting the Federal Government In the event FTA or DOT funding is used by Participating Public Agency, Contractor agrees to: 1) The Contractor agrees that if a current or prospective legal matter that may affect the Federal Government emerges, the Contractor shall promptly notify the Participating Public Agency of the legal matter in accordance with 2 C.F.R. §§ 180.220 and 1200.220. Version April 2, 2025 2) The types of legal matters that require notification include, but are not limited to, a major dispute, breach, default, litigation, or naming the Federal Government as a party to litigation or a legal disagreement in any forum for any reason. 3) The Contractor further agrees to include the above clause in each subcontract, at every tier, financed in whole or in part with Federal assistance provided by the FTA. Public Policy A contractor must comply with the public policies of the Federal Government and state, local government, or tribal government. This includes, among other things, past and current compliance with the: a. Equal opportunity and nondiscrimination laws b. Five affirmative steps described at 2 C.F.R. § 200.321(b) for all subcontracting under contracts supported by FEMA financial assistance; and FEMA Procurement Guidance June 21, 2016 Page IV- 7 c. Applicable prevailing wage laws, regulations, and executive orders Affirmative Socioeconomic Steps For any subcontracting opportunities, Contractor must take the following Affirmative steps: 1. Placing qualified small and minority businesses and women's business enterprises on solicitation lists; 2. Assuring that small and minority businesses, and women's business enterprises are solicited whenever they are potential sources; 3. Dividing total requirements, when economically feasible, into smaller tasks or quantities to permit maximum participation by small and minority businesses, and women's business enterprises; 4. Establishing delivery schedules, where the requirement permits, which encourage participation by small and minority businesses, and women's business enterprises; and 5. Using the services and assistance, as appropriate, of such organizations as the Small Business Administration and the Minority Business Development Agency of the Department of Commerce. Prevailing Wage Requirements When applicable, the awarded Contractor (s) and any and all subcontractor(s) agree to comply with all laws regarding prevailing wage rates including the Davis-Bacon Act, applicable to this solicitation and/or Participating Public Agencies. The Participating Public Agency shall notify the Contractor of the applicable pricing/prevailing wage rates and must apply any local wage rates requested. The Contractor and any subcontractor(s) shall comply with the prevailing wage rates set by the Participating Public Agency. Federal Requirements If products and services are issued in response to an emergency or disaster recovery the items below, located in this FEMA Special Conditions section of the Federal Funds Certifications, are activated and required when federal funding may be utilized. 2 C.F.R. § 200.326 and 2 C.F.R. Part 200, Appendix II, Required Contract Clauses 1. CONTRACT REMEDIES Contracts for more than the federal simplified acquisition threshold (SAT), the dollar amount below which an NFE may purchase property or services using small purchase methods, currently set at $250,000 for procurements made on or after June 20, 2018,4 must address administrative, contractual, or legal remedies in instances where contractors violate or breach contract terms and must provide for sanctions and penalties as appropriate. Version April 2, 2025 1.1 Applicability This contract provision is required for contracts over the SAT, currently set at $250,000 for procurements made on or after June 20, 2018. Although not required for contracts at or below the SAT, FEMA suggests including a remedies provision. 1.2 Additional Considerations For FEMA’s Assistance to Firefighters Grant (AFG) Program, recipients must include a penalty clause in all contracts for any AFG-funded vehicle, regardless of dollar amount. In that situation, the contract must include a clause addressing that non-delivery by the contract’s specified date or other vendor nonperformance will require a penalty of no less than $100 per day until such time that the vehicle, compliant with the terms of the contract, has been accepted by the recipient. This penalty clause should, however, account for force majeure or acts of God. AFG recipients should refer to the applicable year’s Notice of Funding Opportunity (NOFO) for additional information, which can be accessed at FEMA.gov. 2. TERMINATION FOR CAUSE AND CONVENIENCE a. Standard. All contracts in excess of $10,000 must address termination for cause and for convenience by the non-Federal entity, including the manner by which it will be effected and the basis for settlement. See 2 C.F.R. Part 200, Appendix II(B). b. Applicability. This requirement applies to all FEMA grant and cooperative agreement programs. 3. EQUAL EMPLOYMENT OPPORTUNITY When applicable: a. Standard. Except as otherwise provided under 41 C.F.R. Part 60, all contracts that meet the definition of “federally assisted construction contract” in 41 C.F.R. § 60-1.3 must include the equal opportunity clause provided under 41 C.F.R. § 60- 1.4(b), in accordance with Executive Order 11246, Equal Employment Opportunity (30 Fed. Reg. 12319, 12935, 3 C.F.R. Part, 1964-1965 Comp., p. 339), as amended by Executive Order 11375, Amending Executive Order 11246 Relating to Equal Employment Opportunity, and implementing regulations at 41 C.F.R. Part 60 (Office of Federal Contract Compliance Programs, Equal Employment Opportunity, Department of Labor). See 2 C.F.R. Part 200, Appendix II(C). b. Key Definitions. i. Federally Assisted Construction Contract. The regulation at 41 C.F.R. § 60- 1.3 defines a “federally assisted construction contract” as any agreement or modification thereof between any applicant and a person for construction work which is paid for in whole or in part with funds obtained from the Government or borrowed on the credit of the Government pursuant to any Federal program involving a grant, contract, loan, insurance, or guarantee, or undertaken pursuant to any Federal program involving such grant, contract, loan, insurance, or guarantee, or any application or modification thereof approved by the Government for a grant, contract, Version April 2, 2025 loan, insurance, or guarantee under which the applicant itself participates in the construction work. ii. Construction Work. The regulation at 41 C.F.R. § 60-1.3 defines “construction work” as the construction, rehabilitation, alteration, conversion, extension, demolition or repair of buildings, highways, or other changes or improvements to real property, including facilities providing utility services. The term also includes the supervision, inspection, and other onsite functions incidental to the actual construction. c. Applicability. This requirement applies to all FEMA grant and cooperative agreement programs. d. Required Language. The regulation at 41 C.F.R. Part 60-1.4(b) requires the insertion of the following contract clause. During the performance of this contract, the contractor agrees as follows: (1) The contractor will not discriminate against any employee or applicant for employment because of race, color, religion, sex, sexual orientation, gender identity, or national origin. The contractor will take affirmative action to ensure that applicants are employed, and that employees are treated during employment without regard to their race, color, religion, sex, sexual orientation, gender identity, or national origin. Such action shall include, but not be limited to the following: Employment, upgrading, demotion, or transfer; recruitment or recruitment advertising; layoff or termination; rates of pay or other forms of compensation; and selection for training, including apprenticeship. The contractor agrees to post in conspicuous places, available to employees and applicants for employment, notices to be provided setting forth the provisions of this nondiscrimination clause. (2) The contractor will, in all solicitations or advertisements for employees placed by or on behalf of the contractor, state that all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, or national origin. (3) The contractor will not discharge or in any other manner discriminate against any employee or applicant for employment because such employee or applicant has inquired about, discussed, or disclosed the compensation of the employee or applicant or another employee or applicant. This provision shall not apply to instances in which an employee who has access to the compensation information of other employees or applicants as a part of such employee's essential job functions discloses the compensation of such other employees or applicants to individuals who do not otherwise have access to such information, unless such disclosure is in response to a formal complaint or charge, in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or is consistent with the contractor's legal duty to furnish information. (4) The contractor will send to each labor union or representative of workers with which he has a collective bargaining agreement or other contract or understanding, a notice to be provided advising the said labor union or workers' representatives of the contractor's commitments under this section and shall post copies of the notice in conspicuous places available to employees and applicants for employment. (5) The contractor will comply with all provisions of Executive Order 11246 of September Version April 2, 2025 24, 1965, and of the rules, regulations, and relevant orders of the Secretary of Labor. (6) The contractor will furnish all information and reports required by Executive Order 11246 of September 24, 1965, and by rules, regulations, and orders of the Secretary of Labor, or pursuant thereto, and will permit access to his books, records, and accounts by the administering agency and the Secretary of Labor for purposes of investigation to ascertain compliance with such rules, regulations, and orders. (7) In the event of the contractor's noncompliance with the nondiscrimination clauses of this contract or with any of the said rules, regulations, or orders, this contract may be canceled, terminated, or suspended in whole or in part and the contractor may be declared ineligible for further Government contracts or federally assisted construction contracts in accordance with procedures authorized in Executive Order 11246 of September 24, 1965, and such other sanctions may be imposed and remedies invoked as provided in Executive Order 11246 of September 24, 1965, or by rule, regulation, or order of the Secretary of Labor, or as otherwise provided by law. (8) The contractor will include the portion of the sentence immediately preceding paragraph (1) and the provisions of paragraphs (1) through (8) in every subcontract or purchase order unless exempted by rules, regulations, or orders of the Secretary of Labor issued pursuant to section 204 of Executive Order 11246 of September 24, 1965, so that such provisions will be binding upon each subcontractor or vendor. The contractor will take such action with respect to any subcontract or purchase order as the administering agency may direct as a means of enforcing such provisions, including sanctions for noncompliance: Provided, however, that in the event a contractor becomes involved in, or is threatened with, litigation with a subcontractor or vendor as a result of such direction by the administering agency, the contractor may request the United States to enter into such litigation to protect the interests of the United States. The applicant further agrees that it will be bound by the above equal opportunity clause with respect to its own employment practices when it participates in federally assisted construction work: Provided, That if the applicant so participating is a State or local government, the above equal opportunity clause is not applicable to any agency, instrumentality or subdivision of such government which does not participate in work on or under the contract. The applicant agrees that it will assist and cooperate actively with the administering agency and the Secretary of Labor in obtaining the compliance of contractors and subcontractors with the equal opportunity clause and the rules, regulations, and relevant orders of the Secretary of Labor, that it will furnish the administering agency and the Secretary of Labor such information as they may require for the supervision of such compliance, and that it will otherwise assist the administering agency in the discharge of the agency's primary responsibility for securing compliance. The applicant further agrees that it will refrain from entering into any contract or contract modification subject to Executive Order 11246 of September 24, 1965, with a contractor debarred from, or who has not demonstrated eligibility for, Government contracts and federally assisted construction contracts pursuant to the Executive Order and will carry out such sanctions and penalties for violation of the equal opportunity clause as may be imposed upon contractors and subcontractors by the administering agency or the Secretary of Labor pursuant to Part II, Subpart D of the Executive Order. In addition, the applicant agrees that if it fails or refuses to comply with these undertakings, the administering agency may take any or all of the following actions: Cancel, terminate, or Version April 2, 2025 suspend in whole or in part this grant (contract, loan, insurance, guarantee); refrain from extending any further assistance to the applicant under the program with respect to which the failure or refund occurred until satisfactory assurance of future compliance has been received from such applicant; and refer the case to the Department of Justice for appropriate legal proceedings. 4. DAVIS-BACON ACT a. Standard. All prime construction contracts in excess of $2,000 awarded by non- Federal entities must include a provision for compliance with the Davis-Bacon Act (40 U.S.C. §§ 3141-3144 and 3146-3148) as supplemented by Department of Labor regulations at 29 C.F.R. Part 5 (Labor Standards Provisions Applicable to Contracts Covering Federally Financed and Assisted Construction). See 2 C.F.R. Part 200, Appendix II(D). In accordance with the statute, contractors must be required to pay wages to laborers and mechanics at a rate not less than the prevailing wages specified in a wage determination made by the Secretary of Labor. In addition, contractors must be required to pay wages not less than once a week. b. Applicability. The Davis-Bacon Act applies to the Emergency Management Preparedness Grant Program, Homeland Security Grant Program, Nonprofit Security Grant Program, Tribal Homeland Security Grant Program, Port Security Grant Program, and Transit Security Grant Program, intercity Passenger Rail Program, and Rehabilitation of High Hazard Potential Dams Program. c. Requirements. If applicable, the non-federal entity must do the following: i. The non-Federal entity must place a copy of the current prevailing wage determination issued by the Department of Labor in each solicitation. The decision to award a contract or subcontract must be conditioned upon the acceptance of the wage determination. The non-Federal entity must report all suspected or reported violations to the Federal awarding agency. ii. Additionally, pursuant 2 C.F.R. Part 200, Appendix II(D), contracts subject to the Davis-Bacon Act, must also include a provision for compliance with the Copeland “Anti-Kickback” Act (40 U.S.C. § 3145), as supplemented by Department of Labor regulations at 29 C.F.R. Part 3 (Contractors and Subcontractors on Public Building or Public Work Financed in Whole or in Part by Loans or Grants from the United States). The Copeland Anti- Kickback Act provides that each contractor or subrecipient must be prohibited from inducing, by any means, any person employed in the construction, completion, or repair of public work, to give up any part of the compensation to which he or she is otherwise entitled. The non- Federal entity must report all suspected or reported violations to FEMA. iii. Include a provision for compliance with the Davis-Bacon Act (40 U.S.C. 3141-3144, and 3146-3148) as supplemented by Department of Labor regulations (29 CFR Part 5, “Labor Standards Provisions Applicable to Contracts Covering Federally Financed and Assisted Construction”). Suggested Language. The following provides a sample contract clause: Compliance with the Davis-Bacon Act. a. All transactions regarding this contract shall be done in Version April 2, 2025 compliance with the Davis-Bacon Act (40 U.S.C. 3141- 3144, and 3146-3148) and the requirements of 29 C.F.R. pt. 5 as may be applicable. The contractor shall comply with 40 U.S.C. 3141-3144, and 3146-3148 and the requirements of 29 C.F.R. pt. 5 as applicable. b. Contractors are required to pay wages to laborers and mechanics at a rate not less than the prevailing wages specified in a wage determination made by the Secretary of Labor. c. Additionally, contractors are required to pay wages not less than once a week. 5. COPELAND ANTI-KICKBACK ACT a. Standard. Recipient and subrecipient contracts must include a provision for compliance with the Copeland “Anti-Kickback” Act (40 U.S.C. 3145), as supplemented by Department of Labor regulations (29 CFR Part 3, “Contractors and Subcontractors on Public Building or Public Work Financed in Whole or in Part by Loans or Grants from the United States”). b. Applicability. This requirement applies to all contracts for construction or repair work above $2,000 in situations where the Davis-Bacon Act also applies. It DOES NOT apply to the FEMA Public Assistance Program. c. Requirements. If applicable, the non-federal entity must include a provision for compliance with the Copeland “Anti-Kickback” Act (40 U.S.C. § 3145), as supplemented by Department of Labor regulations at 29 C.F.R. Part 3 (Contractors and Subcontractors on Public Building or Public Work Financed in Whole or in Part by Loans or Grants from the United States). Each contractor or subrecipient must be prohibited from inducing, by any means, any person employed in the construction, completion, or repair of public work, to give up any part of the compensation to which he or she is otherwise entitled. The non-Federal entity must report all suspected or reported violations to FEMA. Additionally, in accordance with the regulation, each contractor and subcontractor must furnish each week a statement with respect to the wages paid each of its employees engaged in work covered by the Copeland Anti-Kickback Act and the Davis Bacon Act during the preceding weekly payroll period. The report shall be delivered by the contractor or subcontractor, within seven days after the regular payment date of the payroll period, to a representative of a Federal or State agency in charge at the site of the building or work. Sample Language. The following provides a sample contract clause: Compliance with the Copeland “Anti-Kickback” Act. a. Contractor. The contractor shall comply with 18 U.S.C. § 874, 40 U.S.C. § 3145, and the requirements of 29 C.F.R. pt. 3 as may be applicable, which are incorporated by reference into this contract. b. Subcontracts. The contractor or subcontractor shall insert in any subcontracts the clause above and such other clauses as FEMA may by appropriate instructions require, and also a clause requiring the subcontractors to include these clauses in any lower tier subcontracts. The prime contractor shall be responsible for the compliance by any subcontractor or lower tier subcontractor with all of these contract Version April 2, 2025 clauses. c. Breach. A breach of the contract clauses above may be grounds for termination of the contract, and for debarment as a contractor and subcontractor as provided in 29 C.F.R. §5.12.” 6. CONTRACT WORK HOURS AND SAFETY STANDARDS ACT a. Standard. Where applicable (see 40 U.S.C. §§ 3701-3708), all contracts awarded by the non-Federal entity in excess of $100,000 that involve the employment of mechanics or laborers must include a provision for compliance with 40 U.S.C. §§ 3702 and 3704, as supplemented by Department of Labor regulations at 29 C.F.R. Part 5. See 2 C.F.R. Part 200, Appendix II(E). Under 40 U.S.C. § 3702, each contractor must be required to compute the wages of every mechanic and laborer on the basis of a standard work week of 40 hours. Work in excess of the standard work week is permissible provided that the worker is compensated at a rate of not less than one and a half times the basic rate of pay for all hours worked in excess of 40 hours in the work week. Further, no laborer or mechanic must be required to work in surroundings or under working conditions which are unsanitary, hazardous, or dangerous. b. Applicability. This requirement applies to all FEMA contracts awarded by the non- federal entity in excess of $100,000 under grant and cooperative agreement programs that involve the employment of mechanics or laborers. It is applicable to construction work. These requirements do not apply to the purchase of supplies or materials or articles ordinarily available on the open market, or contracts for transportation or transmission of intelligence. c. Suggested Language. The regulation at 29 C.F.R. § 5.5(b) provides contract clause language concerning compliance with the Contract Work Hours and Safety Standards Act. FEMA suggests including the following contract clause: Compliance with the Contract Work Hours and Safety Standards Act. (1) Overtime requirements. No contractor or subcontractor contracting for any part of the contract work which may require or involve the employment of laborers or mechanics shall require or permit any such laborer or mechanic in any workweek in which he or she is employed on such work to work in excess of forty hours in such workweek unless such laborer or mechanic receives compensation at a rate not less than one and one-half times the basic rate of pay for all hours worked in excess of forty hours in such workweek. (2) Violation; liability for unpaid wages; liquidated damages. In the event of any violation of the clause set forth in paragraph (b)(1) of this section the contractor and any subcontractor responsible therefor shall be liable for the unpaid wages. In addition, such contractor and subcontractor shall be liable to the United States (in the case of work done under contract for the District of Columbia or a territory, to such District or to such territory), for liquidated damages. Such liquidated damages shall be computed with respect to each individual laborer or mechanic, including watchmen and guards, employed in violation of the clause set forth in paragraph (b)(1) of this section, in the sum of $27 for each calendar day on which such individual was required or permitted to work in excess of the standard workweek of forty hours without payment of the overtime wages required by the clause set forth in paragraph (b)(1) of this section. Version April 2, 2025 (3) Withholding for unpaid wages and liquidated damages. The Federal agency or loan/grant recipient shall upon its own action or upon written request of an authorized representative of the Department of Labor withhold or cause to be withheld, from any moneys payable on account of work performed by the contractor or subcontractor under any such contract or any other Federal contract with the same prime contractor, or any other federally-assisted contract subject to the Contract Work Hours and Safety Standards Act, which is held by the same prime contractor, such sums as may be determined to be necessary to satisfy any liabilities of such contractor or subcontractor for unpaid wages and liquidated damages as provided in the clause set forth in paragraph (b)(2) of this section. (4) Subcontracts. The contractor or subcontractor shall insert in any subcontracts the clauses set forth in paragraph (b)(1) through (4) of this section and also a clause requiring the subcontractors to include these clauses in any lower tier subcontracts. The prime contractor shall be responsible for compliance by any subcontractor or lower tier subcontractor with the clauses set forth in paragraphs (b)(1) through (4) of this section. 7. RIGHTS TO INVENTIONS MADE UNDER A CONTRACT OR AGREEMENT a. Standard. If the FEMA award meets the definition of “funding agreement” under 37C.F.R. § 401.2(a) and the non-Federal entity wishes to enter into a contract with a small business firm or nonprofit organization regarding the substitution of parties, assignment or performance of experimental, developmental, or research work under that “funding agreement,” the non- Federal entity must comply with the requirements of 37 C.F.R. Part 401 (Rights to Inventions Made by Nonprofit Organizations and Small Business Firms Under Government Grants, Contracts and Cooperative Agreements), and any implementing regulations issued by FEMA. See 2 C.F.R. Part 200, Appendix II(F). b. Applicability. This requirement applies to “funding agreements,” but it DOES NOT apply to the Public Assistance, Hazard Mitigation Grant Program, Fire Management Assistance Grant Program, Crisis Counseling Assistance and Training Grant Program, Disaster Case Management Grant Program, and Federal Assistance to Individuals and Households – Other Needs Assistance Grant Program, as FEMA awards under these programs do not meet the definition of “funding agreement.” c. Funding Agreements Definition. The regulation at 37 C.F.R. § 401.2(a) defines “funding agreement” as any contract, grant, or cooperative agreement entered into between any Federal agency, other than the Tennessee Valley Authority, and any contractor for the performance of experimental, developmental, or research work funded in whole or in part by the Federal government. This term also includes any assignment, substitution of parties, or subcontract of any type entered into for the performance of experimental, developmental, or research work under a funding agreement as defined in the first sentence of this paragraph. 8. CLEAN AIR ACT AND THE FEDERAL WATER POLLUTION CONTROL ACT a. Standard. If applicable, contracts must contain a provision that requires the contractor to agree to comply with all applicable standards, orders, or regulations issued pursuant to the Clean Air Act (42 U.S.C. §§ 7401-7671q.) and the Federal Water Pollution Control Act as amended (33 U.S.C. §§ 1251-1387). Violations must be reported to FEMA and the Regional Office of the Environmental Protection Agency. See 2 C.F.R. Part 200, Version April 2, 2025 Appendix II(G). b. Applicability. This requirement applies to contracts awarded by a non-federal entity of amounts in excess of $150,000 under a federal grant. c. Suggested Language. The following provides a sample contract clause. Clean Air Act 1. The contractor agrees to comply with all applicable standards, orders or regulations issued pursuant to the Clean Air Act, as amended, 42 U.S.C. § 7401 et seq. 2. The contractor agrees to report each violation to the Participating Public Agency and understands and agrees that the Participating Public Agency will, in turn, report each violation as required to assure notification to the Federal Emergency Management Agency, and the appropriate Environmental Protection Agency Regional Office. 3. The contractor agrees to include these requirements in each subcontract exceeding $150,000 financed in whole or in part with Federal assistance provided by FEMA. Federal Water Pollution Control Act 1. The contractor agrees to comply with all applicable standards, orders, or regulations issued pursuant to the Federal Water Pollution Control Act, as amended, 33 U.S.C. 1251 et seq. 2. The contractor agrees to report each violation to the Participating Public Agency and understands and agrees that the Participating Public Agency will, in turn, report each violation as required to assure notification to the Federal Emergency Management Agency, and the appropriate Environmental Protection Agency Regional Office. 3. The contractor agrees to include these requirements in each subcontract exceeding $150,000 financed in whole or in part with Federal assistance provided by FEMA. 9. DEBARMENT AND SUSPENSION a. Standard. Non-Federal entities and contractors are subject to the debarment and suspension regulations implementing Executive Order 12549, Debarment and Suspension (1986) and Executive Order 12689, Debarment and Suspension (1989) at 2 C.F.R. Part 180 and the Department of Homeland Security’s regulations at 2 C.F.R. Part 3000 (Non-procurement Debarment and Suspension). b. Applicability. This requirement applies to all FEMA grant and cooperative agreement programs. Version April 2, 2025 c. Requirements. i. These regulations restrict awards, subawards, and contracts with certain parties that are debarred, suspended, or otherwise excluded from or ineligible for participation in Federal assistance programs and activities. See 2 C.F.R. Part 200, Appendix II(H); and 2 C.F.R. § 200.213. A contract award must not be made to parties listed in the SAM Exclusions. SAM Exclusions is the list maintained by the General Services Administration that contains the names of parties debarred, suspended, or otherwise excluded by agencies, as well as parties declared ineligible under statutory or regulatory authority other than Executive Order 12549. SAM exclusions can be accessed at www.sam.gov. See 2 C.F.R. § 180.530. ii. In general, an “excluded” party cannot receive a Federal grant award or a contract within the meaning of a “covered transaction,” to include subawards and subcontracts. This includes parties that receive Federal funding indirectly, such as contractors to recipients and subrecipients. The key to the exclusion is whether there is a “covered transaction,” which is any non-procurement transaction (unless excepted) at either a “primary” or “secondary” tier. Although “covered transactions” do not include contracts awarded by the Federal Government for purposes of the non-procurement common rule and DHS’s implementing regulations, it does include some contracts awarded by recipients and subrecipients. iii. Specifically, a covered transaction includes the following contracts for goods or services: 1. The contract is awarded by a recipient or subrecipient in the amount of at least $25,000. 2. The contract requires the approval of FEMA, regardless of amount. 3. The contract is for federally-required audit services. 4. A subcontract is also a covered transaction if it is awarded by the contractor of a recipient or subrecipient and requires either the approval of FEMA or is in excess of $25,000. d. Suggested Language. The following provides a debarment and suspension clause. It incorporates an optional method of verifying that contractors are not excluded or disqualified. Suspension and Debarment (1) This contract is a covered transaction for purposes of 2 C.F.R. pt. 180 and 2 C.F.R. pt. 3000. As such, the contractor is required to verify that none of the contractor’s principals (defined at 2 C.F.R. § 180.995) or its affiliates (defined at 2 C.F.R. § 180.905) are excluded (defined at 2 C.F.R. § 180.940) or disqualified (defined at 2 C.F.R. § 180.935). (2) The contractor must comply with 2 C.F.R. pt. 180, subpart C and2 C.F.R. pt. 3000, subpart C, and must include a requirement to comply with these regulations in any lower tier covered transaction it enters into. Version April 2, 2025 (3) This certification is a material representation of fact relied upon by the Participating Public Agency. If it is later determined that the contractor did not comply with 2 C.F.R. pt. 180, subpart C and 2 C.F.R. pt. 3000, subpart C, in addition to remedies available to the Participating Public Agency, the Federal Government may pursue available remedies, including but not limited to suspension and/or debarment. (4) The bidder or proposer agrees to comply with the requirements of 2 C.F.R. pt. 180, subpart C and 2 C.F.R. pt. 3000, subpart C while this offer is valid and throughout the period of any contract that may arise from this offer. The bidder or proposer further agrees to include a provision requiring such compliance in its lower tier covered transactions. 10. BYRD ANTI-LOBBYING AMENDMENT a. Standard. Each tier certifies to the tier above that it will not and has not used Federal appropriated funds to pay any person or organization for influencing or attempting to influence an officer or employee of any agency, a Member of Congress, officer or employee of Congress, or an employee of a Member of Congress in connection with obtaining any Federal contract, grant or any other award covered by 31 U.S.C. § 1352. FEMA’s regulation at 44 C.F.R. Part 18 implements the requirements of 31 U.S.C. § 1352 and provides, in Appendix A to Part 18, a copy of the certification that is required to be completed by each entity as described in 31 U.S.C. § 1352. Each tier must also disclose any lobbying with non-Federal funds that takes place in connection with obtaining any Federal award. Such disclosures are forwarded from tier to tier up to the Federal awarding agency. b. Applicability. This requirement applies to all FEMA grant and cooperative agreement programs. Contractors that apply or bid for a contract of $100,000 or more under a federal grant must file the required certification. See 2 C.F.R. Part 200, Appendix II(I); 31 U.S.C. § 1352; and 44 C.F.R. Part 18. c. Suggested Language. Byrd Anti-Lobbying Amendment, 31 U.S.C. § 1352 (as amended) Contractors who apply or bid for an award of $100,000 or more shall file the required certification. Each tier certifies to the tier above that it will not and has not used Federal appropriated funds to pay any person or organization for influencing or attempting to influence an officer or employee of any agency, a Member of Congress, officer or employee of Congress, or an employee of a Member of Congress in connection with obtaining any Federal contract, grant, or any other award covered by 31 U.S.C. § 1352. Each tier shall also disclose any lobbying with non-Federal funds that takes place in connection with obtaining any Federal award. Such disclosures are forwarded from tier to tier up to the recipient who in turn will forward the certification(s) to the awarding agency. d. Required Certification. If applicable, contractors must sign and submit to the non-federal entity the following certification. APPENDIX A, 44 C.F.R. PART 18 – CERTIFICATION REGARDING LOBBYING Certification for Contracts, Grants, Loans, and Cooperative Agreements Version April 2, 2025 The undersigned certifies, to the best of his or her knowledge and belief, that: 1. No Federal appropriated funds have been paid or will be paid, by or on behalf of the undersigned, to any person for influencing or attempting to influence an officer or employee of an agency, a Member of Congress, an officer or employee of Congress, or an employee of a Member of Congress in connection with the awarding of any Federal contract, the making of any Federal grant, the making of any Federal loan, the entering into of any cooperative agreement, and the extension, continuation, renewal, amendment, or modification of any Federal contract, grant, loan, or cooperative agreement. 2. If any funds other than Federal appropriated funds have been paid or will be paid to any person for influencing or attempting to influence an officer or employee of any agency, a Member of Congress, an officer or employee of Congress, or an employee of a Member of Congress in connection with this Federal contract, grant, loan, or cooperative agreement, the undersigned shall complete and submit Standard Form-LLL, “Disclosure Form to Report Lobbying,” in accordance with its instructions. 3. The undersigned shall require that the language of this certification be included in the award documents for all subawards at all tiers (including subcontracts, subgrants, and contracts under grants, loans, and cooperative agreements) and that all subrecipients shall certify and disclose accordingly. This certification is a material representation of fact upon which reliance was placed when this transaction was made or entered into. Submission of this certification is a prerequisite for making or entering into this transaction imposed by section 1352, title 31, U.S. Code. Any person who fails to file the required certification shall be subject to a civil penalty of not less than $10,000 and not more than $100,000 for each such failure. The Contractor, , certifies or affirms the truthfulness and accuracy of each statement of its certification and disclosure, if any. In addition, the Contractor understands and agrees that the provisions of 31 U.S.C. Chap. 38, Administrative Remedies for False Claims and Statements, apply to this certification and disclosure, if any. Signature of Contractor’s Authorized Official Name and Title of Contractor’s Authorized Official Date 11. PROCUREMENT OF RECOVERED MATERIALS a. Standard. A non-Federal entity that is a state agency or agency of a political subdivision of a state and its contractors must comply with Section 6002 of the Solid Waste Disposal Act, as amended by the Resource Conservation and Recovery Act. See 2 C.F.R. Part 200, Appendix II(J); and 2 C.F.R. § 200.322. b. Applicability. This requirement applies to all contracts awarded by a non- federal entity under FEMA grant and cooperative agreement programs. c. Requirements. The requirements of Section 6002 include procuring only items designated in guidelines of the EPA at 40 C.F.R. Part 247 that contain the highest percentage of recovered materials practicable, consistent with maintaining a satisfactory level of competition, where the purchase price of the item exceeds $10,000 or the value of the quantity acquired by the preceding fiscal year exceeded $10,000; procuring solid waste management services in a manner that maximizes energy and resource recovery; and establishing an affirmative procurement program for procurement of recovered materials identified in the EPA guidelines. d. Suggested Language. i. In the performance of this contract, the Contractor shall make maximum use of products containing recovered materials that are EPA-designated items unless the product cannot be acquired— 1. Competitively within a timeframe providing for compliance with the contract performance schedule; 2. Meeting contract performance requirements; or 3. At a reasonable price. ii. Information about this requirement, along with the list of EPA- designated items, is available at EPA’s Comprehensive Procurement Guidelines web site, https://www.epa.gov/smm/comprehensive-procurement-guideline-cpg-program. iii. The Contractor also agrees to comply with all other applicable requirements of Section 6002 of the Solid Waste Disposal Act.” 12. DOMESTIC PREFERENCES FOR PROCUREMENTS As appropriate, and to the extent consistent with law, CONTRACTOR should, to the greatest extent practicable under a federal award, provide a preference for the purchase, acquisition, or use of goods, products or materials produced in the United States. This includes, but is not limited to, iron, aluminum, steel, cement, and other manufactured products. Applicability For purchases in support of FEMA declarations and awards issued on or after November 12, 2020, all FEMA recipients and subrecipients are required to include in all contracts and purchase orders for work or products a contract provision encouraging domestic preference for procurements. Domestic Preference for Procurements As appropriate, and to the extent consistent with law, the contractor should, to the greatest extent practicable, provide a preference for the purchase, acquisition, or use of goods, products, or materials produced in the United States. This includes, but is not limited to iron, aluminum, steel, cement, and other manufactured products. For purposes of this clause: Produced in the United States means, for iron and steel products, that all manufacturing processes, from the initial melting stage through the application of coatings, occurred in the United States. Manufactured products mean items and construction materials composed in whole or in part of non-ferrous metals such as aluminum; plastics and polymer-based products such as polyvinyl chloride pipe; aggregates such as concrete; glass, including optical fiber; and lumber.” 13. ACCESS TO RECORDS Version April 2, 2025 a. Standard. All recipients, subrecipients, successors, transferees, and assignees must acknowledge and agree to comply with applicable provisions governing DHS access to records, accounts, documents, information, facilities, and staff. Recipients must give DHS/FEMA access to, and the right to examine and copy, records, accounts, and other documents and sources of information related to the federal financial assistance award and permit access to facilities, personnel, and other individuals and information as may be necessary, as required by DHS regulations and other applicable laws or program guidance. See DHS Standard Terms and Conditions: Version 8.1 (2018). Additionally, Section 1225 of the Disaster Recovery Reform Act of 2018 prohibits FEMA from providing reimbursement to any state, local, tribal, or territorial government, or private non-profit for activities made pursuant to a contract that purports to prohibit audits or internal reviews by the FEMA administrator or Comptroller General. Access to Records. The following access to records requirements apply to this contract: i.The Contractor agrees to provide Participating Public Agency, the FEMA Administrator, the Comptroller General of the United States, or any of their authorized representatives access to any books, documents, papers, and records of the Contractor which are directly pertinent to this contract for the purposes of making audits, examinations, excerpts, and transcriptions. ii.The Contractor agrees to permit any of the foregoing parties to reproduce by any means whatsoever or to copy excerpts and transcriptions as reasonably needed. iii. The Contractor agrees to provide the FEMA Administrator or his authorized representatives access to construction or other work sites pertaining to the work being completed under the contract. iv.In compliance with the Disaster Recovery Act of 2018, the Participating Public Agency and the Contractor acknowledge and agree that no language in this contract is intended to prohibit audits or internal reviews by the FEMA Administrator or the Comptroller General of the United States. 14. CHANGES a. Standard. To be eligible for FEMA assistance under the non-Federal entity’s FEMA grant or cooperative agreement, the cost of the change, modification, change order, or constructive change must be allowable, allocable, within the scope of its grant or cooperative agreement, and reasonable for the completion of project scope. b. Applicability. FEMA recommends, therefore, that a non-Federal entity include a changes clause in its contract that describes how, if at all, changes can be made by either party to alter the method, price, or schedule of the work without breaching the contract. The language of the clause may differ depending on the nature of the contract and the end-item procured. 15. DHS SEAL, LOGO, AND FLAGS a. Standard. Recipients must obtain permission prior to using the DHS seal(s), logos, crests, or reproductions of flags or likenesses of DHS agency officials. See DHS Standard Terms and Conditions: Version 8.1 (2018). b. Applicability. FEMA recommends that all non-Federal entities place in their contracts a provision that a contractor shall not use the DHS seal(s), logos, crests, or reproductions of flags or likenesses of DHS agency officials without specific FEMA pre-approval. c. “The contractor shall not use the DHS seal(s), logos, crests, or reproductions of flags or likenesses of DHS agency officials without specific FEMA pre-approval. The contractor shall include this provision in any subcontracts”. Version April 2, 2025 16. COMPLIANCE WITH FEDERAL LAW, REGULATIONS, AND EXECUTIVE ORDERS a. Standard. The recipient and its contractors are required to comply with all Federal laws, regulations, and executive orders. b. Applicability. FEMA recommends that all non-Federal entities place into their contracts an acknowledgement that FEMA financial assistance will be used to fund the contract along with the requirement that the contractor will comply with all applicable Federal law, regulations, executive orders, and FEMA policies, procedures, and directives. c. “This is an acknowledgement that FEMA financial assistance will be used to fund all or a portion of the contract. The contractor will comply with all applicable Federal law, regulations, executive orders, FEMA policies, procedures, and directives.” 17. NO OBLIGATION BY FEDERAL GOVERNMENT a. Standard. FEMA is not a party to any transaction between the recipient and its contractor. FEMA is not subject to any obligations or liable to any party for any matter relating to the contract. b. Applicability. FEMA recommends that the non-Federal entity include a provision in its contract that states that the Federal Government is not a party to the contract and is not subject to any obligations or liabilities to the non-Federal entity, contractor, or any other party pertaining to any matter resulting from the contract. c. “The Federal Government is not a party to this contract and is not subject to any obligations or liabilities to the non-Federal entity, contractor, or any other party pertaining to any matter resulting from the contract.” 18. PROGRAM FRAUD AND FALSE OR FRAUDULENT STATEMENTS OR RELATED ACTS a. Standard. Recipients must comply with the requirements of The False Claims Act (31 U.S.C. §§ 3729- 3733) which prohibits the submission of false or fraudulent claims for payment to the federal government. See DHS Standard Terms and Conditions: Version 8.1 (2018); and 31 U.S.C. §§ 3801-3812, which details the administrative remedies for false claims and statements made. The non-Federal entity must include a provision in its contract that the contractor acknowledges that 31 U.S.C. Chap. 38 (Administrative Remedies for False Claims and Statements) applies to its actions pertaining to the contract. b. Applicability. FEMA recommends that the non-Federal entity include a provision in its contract that the contractor acknowledges that 31 U.S.C. Chap. 38 (Administrative Remedies for False Claims and Statements) applies to its actions pertaining to the contract. c. “The Contractor acknowledges that 31 U.S.C. Chap. 38 (Administrative Remedies for False Claims and Statements) applies to the Contractor’s actions pertaining to this contract.” d. In the event FTA or DOT funding is used by a Participating Public Agency, Contractor further acknowledges U.S. DOT regulations, “Program Fraud Civil Remedies,” 49 CFR Part 31, and apply to its actions pertaining to this Contract. Upon execution of the underlying Contract, Contractor certifies or affirms the truthfulness and accuracy of any statement it has made, it makes, it may make, or causes to me made, pertaining to the underlying Contract or the FTA assisted project for which this Contract Work is being performed. In addition to other penalties that may be applicable, Contractor further acknowledges that if it makes, or causes to be made, a false, fictitious, or fraudulent claim, statement, submission, or certification, the Federal Government reserves the right to impose the penalties of the Program Fraud Civil Remedies Act of 1986 on Contractor to the extent the Federal Government deems appropriate. Version April 2, 2025 Contractor also acknowledges that if it makes, or causes to me made, a false, fictitious, or fraudulent claim, statement, submission, or certification to the Federal Government under a contract connected with a project that is financed in whole or in part with Federal assistance originally awarded by FTA under the authority of 49 U.S.C. § 5307, the Government reserves the right to impose the penalties of 18 U.S.C. § 1001 and 49 U.S.C. § 5307 (n)(1) on the Contractor, to the extent the Federal Government deems appropriate. Contractor agrees to include the above clauses in each subcontract financed in whole or in part with Federal assistance provided by FTA. It is further agreed that the clauses shall not be modified, except to identify the subcontractor who will be subject to the provisions. Offeror agrees to comply with all terms and conditions outlined in the FEMA Special Conditions section of this solicitation. Offeror’s Name: ______________________________________________ Address, City, State, and Zip Code: _____________________________________________________________________________ Phone Number: ________________________ Fax Number: ______________________________ Printed Name and Title of Authorized Representative: ____________________________________________________________ Email Address: _____________________________________________ Signature of Authorized Representative: ____________________________________ Date: ________________________________ Version April 2, 2025 Exhibit G New Jersey Business Compliance NEW JERSEY BUSINESS COMPLIANCE Suppliers intending to do business in the State of New Jersey must comply with policies and procedures required under New Jersey statues. All offerors submitting proposals must complete the following forms specific to the State of New Jersey. Completed forms should be submitted with the offeror’s response to the RFP. Failure to complete the New Jersey packet will impact OMNIA Partners’ ability to promote the Master Agreement in the State of New Jersey. DOC #1 Ownership Disclosure Form DOC #2 Non-Collusion Affidavit DOC #3 Affirmative Action Affidavit DOC #4 Political Contribution Disclosure Form DOC #5 Stockholder Disclosure Certification DOC #6 Disclosure of Investment Activities in Iran DOC #7 Certification of Non‐Involvement in Prohibited Activities in Russia or Belarus DOC #8 New Jersey Business Registration Certificate DOC #9 EEOAA Evidence DOC #10 MacBride Principals Form New Jersey suppliers are required to comply with the following New Jersey statutes when applicable: • all anti-discrimination laws, including those contained in N.J.S.A. 10:2-1 through N.J.S.A. 10:2-14, N.J.S.A. 10:5-1, and N.J.S.A. 10:5-31 through 10:5-38; • Prevailing Wage Act, N.J.S.A. 34:11-56.26, for all contracts within the contemplation of the Act; • Public Works Contractor Registration Act, N.J.S.A. 34:11-56.26; and • Bid and Performance Security, as required by the applicable municipal or state statutes. Version April 2, 2025 DOC #1 STATEMENT OF OWNERSHIP DISCLOSURE N.J.S.A. 52:25-24.2 (P.L. 1977, c.33, as amended by P.L. 2016, c.43) This statement shall be completed, certified to, and included with all bid and proposal submissions. Failure to submit the required information is cause for automatic rejection of the bid or proposal. Name of Organization: Organization Address: Part I Check the box that represents the type of business organization: Sole Proprietorship (skip Parts II and III, execute certification in Part IV) Non-Profit Corporation (skip Parts II and III, execute certification in Part IV) For-Profit Corporation (any type) Limited Liability Company (LLC) Partnership Limited Partnership Limited Liability Partnership (LLP) Other (be specific): ______________________________________________ Part II  The list below contains the names and addresses of all stockholders in the corporation who own 10 percent or more of its stock, of any class, or of all individual partners in the partnership who own a 10 percent or greater interest therein, or of all members in the limited liability company who own a 10 percent or greater interest therein, as the case may be. (COMPLETE THE LIST BELOW IN THIS SECTION) OR  No one stockholder in the corporation owns 10 percent or more of its stock, of any class, or no individual partner in the partnership owns a 10 percent or greater interest therein, or no member in the limited liability company owns a 10 percent or greater interest therein, as the case may be. (SKIP TO PART IV) (Please attach additional sheets if more space is needed): Name of Individual or Business Entity Home Address (for Individuals) or Business Address Version April 2, 2025 Part III DISCLOSURE OF 10% OR GREATER OWNERSHIP IN THE STOCKHOLDERS, PARTNERS OR LLC MEMBERS LISTED IN PART II If a bidder has a direct or indirect parent entity which is publicly traded, and any person holds a 10 percent or greater beneficial interest in the publicly traded parent entity as of the last annual federal Security and Exchange Commission (SEC) or foreign equivalent filing, ownership disclosure can be met by providing links to the website(s) containing the last annual filing(s) with the federal Securities and Exchange Commission (or foreign equivalent) that contain the name and address of each person holding a 10% or greater beneficial interest in the publicly traded parent entity, along with the relevant page numbers of the filing(s) that contain the information on each such person. Attach additional sheets if more space is needed. Website (URL) containing the last annual SEC (or foreign equivalent) filing Page #’s Please list the names and addresses of each stockholder, partner or member owning a 10 percent or greater interest in any corresponding corporation, partnership and/or limited liability company (LLC) listed in Part II other than for any publicly traded parent entities referenced above. The disclosure shall be continued until names and addresses of every noncorporate stockholder, and individual partner, and member exceeding the 10 percent ownership criteria established pursuant to N.J.S.A. 52:25-24.2 has been listed. Attach additional sheets if more space is needed. Stockholder/Partner/Member and Corresponding Entity Listed in Part II Home Address (for Individuals) or Business Address Part IV Certification I, being duly sworn upon my oath, hereby represent that the foregoing information and any attachments thereto to the best of my knowledge are true and complete. I acknowledge: that I am authorized to execute this certification on behalf of the bidder/proposer; that the <name of contracting unit> is relying on the information contained herein and that I am under a continuing obligation from the date of this certification through the completion of any contracts with <type of contracting unit> to notify the <type of contracting unit> in writing of any changes to the information contained herein; that I am aware that it is a criminal offense to make a false statement or misrepresentation in this certification, and if I do so, I am subject to criminal prosecution under the law and that it will constitute a material breach of my agreement(s) with the, permitting the <type of contracting unit> to declare any contract(s) resulting from this certification void and unenforceable. Full Name (Print): Title: Signature: Date: DOC #2 Version April 2, 2025 NON-COLLUSION AFFIDAVIT STANDARD BID DOCUMENT REFERENCE Reference: VII-H Name of Form: NON-COLLUSION AFFIDAVIT Statutory Reference: No specific statutory reference State Statutory Reference N.J.S.A. 52:34-15 Instructions Reference: Statutory and Other Requirements VII-H Description: The Owner’s use of this form is optional. It is used to ensure that the bidder has not participated in any collusion with any other bidder or Owner representative or otherwise taken any action in restraint of free and competitive bidding. Version April 2, 2025 NON-COLLUSION AFFIDAVIT State of New Jersey County of _________________ ss: I, ________________________________ residing in ___________________________________ (name of affiant) (name of municipality) in the County of _______________________________ and State of _____________________of full age, being duly sworn according to law on my oath depose and say that: I am _____________________________________ of the firm of _________________________ (title or position) (name of firm) _____________________________________ the bidder making this Proposal for the bid entitled ______________________________, and that I executed the said proposal with (title of bid proposal) full authority to do so that said bidder has not, directly or indirectly entered into any agreement, participated in any collusion, or otherwise taken any action in restraint of free, competitive bidding in connection with the above named project; and that all statements contained in said proposal and in this affidavit are true and correct, and made with full knowledge that the ______________ _________________________relies upon the truth of the statements contained in said Proposal (name of contracting unit) and in the statements contained in this affidavit in awarding the contract for the said project. I further warrant that no person or selling agency has been employed or retained to solicit or secure such contract upon an agreement or understanding for a commission, percentage, brokerage, or contingent fee, except bona fide employees or bona fide established commercial or selling agencies maintained by _________________________________________________. Subscribed and sworn to before me this day _____________________________ Signature ________________, 2____ ___________________________________ (Type or print name of affiant under signature) _____________________________ Notary public of My Commission expires _______________ (Seal) Version April 2, 2025 DOC #3 AFFIRMATIVE ACTION AFFIDAVIT (P.L. 1975, C.127) Company Name: Street: City, State, Zip Code: Proposal Certification: Indicate below company’s compliance with New Jersey Affirmative Action regulations. Company’s proposal will be accepted even if company is not in compliance at this time. No contract and/or purchase order may be issued, however, until all Affirmative Action requirements are met. Required Affirmative Action Evidence: Procurement, Professional & Service Contracts (Exhibit A) Vendors must submit with proposal: 1. A photocopy of a valid letter that the contractor is operating under an existing Federally approved or sanctioned affirmative action program (good for one year from the date of the letter); OR 2. A photocopy of a Certificate of Employee Information Report approval, issued in accordance with N.J.A.C. 17:27-4; OR 3. A photocopy of an Employee Information Report (Form AA302) provided by the Division of Contract Compliance and Equal Employment Opportunity in Public Contracts and distributed to the public agency to be completed by the contractor in accordance with N.J.A.C. 17:27-4. Public Work – Over $50,000 Total Project Cost: A. No approved Federal or New Jersey Affirmative Action Plan. We will complete Report Form AA201. A project contract ID number will be assigned to your firm upon receipt of the completed Initial Project Workforce Report (AA201) for this contract. B. Approved Federal or New Jersey Plan – certificate enclosed I further certify that the statements and information contained herein, are complete and correct to the best of my knowledge and belief. _______________________ _________________________________ Date Authorized Signature and Title Version April 2, 2025 DOC #3, continued P.L. 1995, c. 127 (N.J.A.C. 17:27) MANDATORY AFFIRMATIVE ACTION LANGUAGE PROCUREMENT, PROFESSIONAL AND SERVICE CONTRACTS During the performance of this contract, the contractor agrees as follows: The contractor or subcontractor, where applicable, will not discriminate against any employee or applicant for employment because of age, race, creed, color, national origin, ancestry, marital status, sex, affectional or sexual orientation. The contractor will take affirmative action to ensure that such applicants are recruited and employed, and that employees are treated during employment, without regard to their age, race, creed, color, national origin, ancestry, marital status, sex, affectional or sexual orientation. Such action shall include, but not be limited to the following: employment, upgrading, demotion, or transfer; recruitment or recruitment advertising; layoff or termination; rates of pay or other forms of compensation; and selection for training, including apprenticeship. The contractor agrees to post in conspicuous places, available to employees and applicants for employment, notices to be provided by the Public Agency Compliance Officer setting forth provisions of this non-discrimination clause. The contractor or subcontractor, where applicable will, in all solicitations or advertisement for employees placed by or on behalf of the contractor, state that all qualified applicants will receive consideration for employment without regard to age, race, creed, color, national origin, ancestry, marital status, sex, affectional or sexual orientation. The contractor or subcontractor, where applicable, will send to each labor union or representative of workers with which it has a collective bargaining agreement or other contract or understanding, a notice, to be provided by the agency contracting officer advising the labor union or workers' representative of the contractor's commitments under this act and shall post copies of the notice in conspicuous places available to employees and applicants for employment. The contractor or subcontractor, where applicable, agrees to comply with any regulations promulgated by the Treasurer pursuant to P.L. 1975, c. 127, as amended and supplemented from time to time and the Americans with Disabilities Act. The contractor or subcontractor agrees to attempt in good faith to employ minority and female workers trade consistent with the applicable county employment goal prescribed by N.J.A.C. 17:27-5.2 promulgated by the Treasurer pursuant to P.L. 1975, C.127, as amended and supplemented from time to time or in accordance with a binding determination of the applicable county employment goals determined by the Affirmative Action Office pursuant to N.J.A.C. 17:27-5.2 promulgated by the Treasurer pursuant to P.L. 1975, C.127, as amended and supplemented from time to time. The contractor or subcontractor agrees to inform in writing appropriate recruitment agencies in the area, including employment agencies, placement bureaus, colleges, universities, labor unions, that it does not discriminate on the basis of age, creed, color, national origin, ancestry, marital status, sex, affectional or sexual orientation, and that it will discontinue the use of any recruitment agency which engages in direct or indirect discriminatory practices. The contractor or subcontractor agrees to revise any of it testing procedures, if necessary, to assure that all personnel testing conforms with the principles of job-related testing, as established by the statutes and court decisions of the state of New Jersey and as established by applicable Federal law and applicable Federal court decisions. The contractor or subcontractor agrees to review all procedures relating to transfer, upgrading, downgrading and lay-off to ensure that all such actions are taken without regard to age, creed, color, national origin, ancestry, marital status, sex, affectional or sexual orientation, and conform with the applicable employment goals, consistent with the statutes and court decisions of the State of New Jersey, and applicable Federal law and applicable Federal court decisions. The contractor and its subcontractors shall furnish such reports or other documents to the Affirmative Action Office as may be requested by the office from time to time in order to carry out the purposes of these regulations, and public agencies shall furnish such information as may be requested by the Affirmative Action Office for conducting a compliance investigation pursuant to Subchapter 10 of the Administrative Code (NJAC 17:27). ________________________________________________ Signature of Procurement Agent Version April 2, 2025 DOC #4 C. 271 POLITICAL CONTRIBUTION DISCLOSURE FORM Public Agency Instructions This page provides guidance to public agencies entering into contracts with business entities that are required to file Political Contribution Disclosure forms with the agency. It is not intended to be provided to contractors. What follows are instructions on the use of form local units can provide to contractors that are required to disclose political contributions pursuant to N.J.S.A. 19:44A-20.26 (P.L. 2005, c. 271, s.2). Additional information on the process is available in Local Finance Notice 2006-1 (http://www.nj.gov/dca/divisions/dlgs/resources/lfns 2006.html). Please refer back to these instructions for the appropriate links, as the Local Finance Notices include links that are no longer operational. 1. The disclosure is required for all contracts in excess of $17,500 that are not awarded pursuant to a “fair and open” process (N.J.S.A. 19:44A-20.7). 2. Due to the potential length of some contractor submissions, the public agency should consider allowing data to be submitted in electronic form (i.e., spreadsheet, pdf file, etc.). Submissions must be kept with the contract documents or in an appropriate computer file and be available for public access. The form is worded to accept this alternate submission. The text should be amended if electronic submission will not be allowed. 3. The submission must be received from the contractor and on file at least 10 days prior to award of the contract. Resolutions of award should reflect that the disclosure has been received and is on file. 4. The contractor must disclose contributions made to candidate and party committees covering a wide range of public agencies, including all public agencies that have elected officials in the county of the public agency, state legislative positions, and various state entities. The Division of Local Government Services recommends that contractors be provided a list of the affected agencies. This will assist contractors in determining the campaign and political committees of the officials and candidates affected by the disclosure. a. The Division has prepared model disclosure forms for each county. They can be downloaded from the “County PCD Forms” link on the Pay-to-Play web site at http://www.nj.gov/dca/divisions/dlgs/programs/lpcl.html#12. They will be updated from time-to-time as necessary. b. A public agency using these forms should edit them to properly reflect the correct legislative district(s). As the forms are county-based, they list all legislative districts in each county. Districts that do not represent the public agency should be removed from the lists. c. Some contractors may find it easier to provide a single list that covers all contributions, regardless of the county. These submissions are appropriate and should be accepted. d. The form may be used “as-is”, subject to edits as described herein. e. The “Contractor Instructions” sheet is intended to be provided with the form. It is recommended that the Instructions and the form be printed on the same piece of paper. The form notes that the Instructions are printed on the back of the form; where that is not the case, the text should be edited accordingly. f. The form is a Word document and can be edited to meet local needs, and posted for download on web sites, used as an e-mail attachment, or provided as a printed document. 5. It is recommended that the contractor also complete a “Stockholder Disclosure Certification.” This will assist the local unit in its obligation to ensure that contractor did not make any prohibited contributions to the committees listed on the Business Entity Disclosure Certification in the 12 months prior to the contract (See Local Finance Notice 2006-7 for additional information on this obligation at http://www.nj.gov/dca/divisions/dlgs/resources/lfns 2006.html). A sample Certification form is part of this package and the instruction to complete it is included in the Contractor Instructions. NOTE: This section is not applicable to Boards of Education. Version April 2, 2025 DOC #4, continued C. 271 POLITICAL CONTRIBUTION DISCLOSURE FORM Contractor Instructions Business entities (contractors) receiving contracts from a public agency that are NOT awarded pursuant to a “fair and open” process (defined at N.J.S.A. 19:44A-20.7) are subject to the provisions of P.L. 2005, c. 271, s.2 (N.J.S.A. 19:44A-20.26). This law provides that 10 days prior to the award of such a contract, the contractor shall disclose contributions to: • any State, county, or municipal committee of a political party • any legislative leadership committee* • any continuing political committee (a.k.a., political action committee) • any candidate committee of a candidate for, or holder of, an elective office: o of the public entity awarding the contract o of that county in which that public entity is located o of another public entity within that county o or of a legislative district in which that public entity is located or, when the public entity is a county, of any legislative district which includes all or part of the county The disclosure must list reportable contributions to any of the committees that exceed $300 per election cycle that were made during the 12 months prior to award of the contract. See N.J.S.A. 19:44A-8 and 19:44A-16 for more details on reportable contributions. N.J.S.A. 19:44A-20.26 itemizes the parties from whom contributions must be disclosed when a business entity is not a natural person. This includes the following: • individuals with an “interest” ownership or control of more than 10% of the profits or assets of a business entity or 10% of the stock in the case of a business entity that is a corporation for profit • all principals, partners, officers, or directors of the business entity or their spouses • any subsidiaries directly or indirectly controlled by the business entity • IRS Code Section 527 New Jersey based organizations, directly or indirectly controlled by the business entity and filing as continuing political committees, (PACs). When the business entity is a natural person, “a contribution by that person’s spouse or child, residing therewith, shall be deemed to be a contribution by the business entity.” [N.J.S.A. 19:44A-20.26(b)] The contributor must be listed on the disclosure. Any business entity that fails to comply with the disclosure provisions shall be subject to a fine imposed by ELEC in an amount to be determined by the Commission which may be based upon the amount that the business entity failed to report. The enclosed list of agencies is provided to assist the contractor in identifying those public agencies whose elected official and/or candidate campaign committees are affected by the disclosure requirement. It is the contractor’s responsibility to identify the specific committees to which contributions may have been made and need to be disclosed. The disclosed information may exceed the minimum requirement. The enclosed form, a content-consistent facsimile, or an electronic data file containing the required details (along with a signed cover sheet) may be used as the contractor’s submission and is disclosable to the public under the Open Public Records Act. The contractor must also complete the attached Stockholder Disclosure Certification. This will assist the agency in meeting its obligations under the law. NOTE: This section does not apply to Board of Education contracts. * N.J.S.A. 19:44A-3(s): “The term "legislative leadership committee" means a committee established, authorized to be established, or designated by the President of the Senate, the Minority Leader of the Senate, the Speaker of the General Assembly or the Minority Leader of the General Assembly pursuant to section 16 of P.L.1993, c.65 (C.19:44A-10.1) for the purpose of receiving contributions and making expenditures.” Version April 2, 2025 DOC #4, continued C. 271 POLITICAL CONTRIBUTION DISCLOSURE FORM Required Pursuant to N.J.S.A. 19:44A-20.26 This form or its permitted facsimile must be submitted to the local unit no later than 10 days prior to the award of the contract. Part I – Vendor Information Vendor Name: Address: City: State: Zip: The undersigned being authorized to certify, hereby certifies that the submission provided herein represents compliance with the provisions of N.J.S.A. 19:44A-20.26 and as represented by the Instructions accompanying this form. _______________________ _______________________ ________________________ Signature Printed Name Title Part II – Contribution Disclosure Disclosure requirement: Pursuant to N.J.S.A. 19:44A-20.26 this disclosure must include all reportable political contributions (more than $300 per election cycle) over the 12 months prior to submission to the committees of the government entities listed on the form provided by the local unit.  Check here if disclosure is provided in electronic form Contributor Name Recipient Name Date Dollar Amount $  Check here if the information is continued on subsequent page(s) Version April 2, 2025 DOC #4, continued List of Agencies with Elected Officials Required for Political Contribution Disclosure N.J.S.A. 19:44A-20.26 County Name: State: Governor, and Legislative Leadership Committees Legislative District #s: State Senator and two members of the General Assembly per district. County: Freeholders County Clerk Sheriff {County Executive} Surrogate Municipalities (Mayor and members of governing body, regardless of title): USERS SHOULD CREATE THEIR OWN FORM, OR DOWNLOAD FROM THE PAY TO PLAY SECTION OF THE DLGS WEBSITE A COUNTY-BASED, CUSTOMIZABLE FORM. Version April 2, 2025 DOC #5 STOCKHOLDER DISCLOSURE CERTIFICATION Name of Business:  I certify that the list below contains the names and home addresses of all stockholders holding 10% or more of the issued and outstanding stock of the undersigned. OR  I certify that no one stockholder owns 10% or more of the issued and outstanding stock of the undersigned. Check the box that represents the type of business organization: Partnership Corporation Sole Proprietorship Limited Partnership Limited Liability Corporation Limited Liability Partnership Subchapter S Corporation Sign and notarize the form below, and, if necessary, complete the stockholder list below. Stockholders: Name: Name: Home Address: Home Address: Name: Name: Home Address: Home Address: Name: Name: Home Address: Home Address: Subscribed and sworn before me this ___ day of ___________, 2__. (Notary Public) My Commission expires: _________________________________ (Affiant) ________________________________ (Print name & title of affiant) (Corporate Seal) Version April 2, 2025 DOC #6 DISCLOSURE OF INVESTMENT ACTIVITIES IN IRAN FORM STATE OF NEW JERSEY DEPARTMENT OF THE TREASURY - DIVISION OF PURCHASE AND PROPERTY 33 WEST STATE STREET, P.O. BOX 230 TRENTON, NEW JERSEY 08625-0230 BID SOLICITATION # AND TITLE: ______________________________________________________________________ VENDOR NAME: ____________________________________________________________________________________ Pursuant to N.J.S.A. 52:32-57, et seq. (P.L. 2012, c.25 and P.L. 2021, c.4) any person or entity that submits a bid or proposal or otherwise proposes to enter into or renew a contract must certify that neither the person nor entity, nor any of its parents, subsidiaries, or affiliates, is identified on the New Jersey Department of the Treasury’s Chapter 25 List as a person or entity engaged in investment activities in Iran. The Chapter 25 list is found on the Division’s website at https://www.state.nj.us/treasury/purchase/pdf/Chapter25List.pdf. Vendors/Bidders must review this list prior to completing the below certification. If the Director of the Division of Purchase and Property finds a person or entity to be in violation of the law, s/he shall take action as may be appropriate and provided by law, rule or contract, including but not limited to, imposing sanctions, seeking compliance, recovering damages, declaring the party in default and seeking debarment or suspension of the party. Entity Engaged in Investment Activities Relationship to Vendor/ Bidder Description of Activities Duration of Engagement Anticipated Cessation Date *Attach Additional Sheets If Necessary. CERTIFICATION I, the undersigned, certify that I am authorized to execute this certification on behalf of the Vendor, that the foregoing information and any attachments hereto, to the best of my knowledge are true and complete. I acknowledge that the State of New Jersey is relying on the information contained herein, and that the Vendor is under a continuing obligation from the date of this certification through the completion of any contract(s) with the State to notify the State in writing of any changes to the information contained herein; that I am aware that it is a criminal offense to make a false statement or misrepresentation in this certification. If I do so, I may be subject to criminal prosecution under the law, and it will constitute a material breach of my contract(s) with the State, permitting the State to declare any contract(s) resulting from this certification void and unenforceable. ____________________________________ ________________________________ Signature Date _____________________________________________________ Print Name and Title DPP Rev. 12.13.2021 CHECK THE APPROPRIATE BOX I certify, pursuant to N.J.S.A. 52:32-57, et seq. (P.L. 2012, c.25 and P.L. 2021, c.4), that neither the Vendor/Bidder listed above nor any of its parents, subsidiaries, or affiliates is listed on the New Jersey Department of the Treasury’s Chapter 25 List of entities determined to be engaged in prohibited activities in Iran. OR I am unable to certify as above because the Vendor/Bidder and/or one or more of its parents, subsidiaries, or affiliates is listed on the New Jersey Department of the Treasury’s Chapter 25 List. I will provide a detailed, accurate and precise description of the activities of the Vendor/Bidder, or one of its parents, subsidiaries or affiliates, has engaged in regarding investment activities in Iran by completing the information requested below. ________________________________________________________________________________________________________________________________________________________________________________________________ ________________________________________________ ________________________________________________ Version April 2, 2025 DOC #7 CERTIFICATION OF NON‐INVOLVEMENT IN PROHIBITED ACTIVITIES IN RUSSIA OR BELARUS Pursuant to N.J.S.A. 52:32-60.1, et seq. (L. 2022, c. 3) any person or entity (hereinafter “Vendori”) that seeks to enter into or renew a contract with a State agency for the provision of goods or services, or the purchase of bonds or other obligations, must complete the certification below indicating whether or not the Vendor is identified on the Office of Foreign Assets Control (OFAC) Specially Designated Nationals and Blocked Persons list, available here: https://sanctionssearch.ofac.treas.gov/. If the Department of the Treasury finds that a Vendor has made a certification in violation of the law, it shall take any action as may be appropriate and provided by law, rule or contract, including but not limited to, imposing sanctions, seeking compliance, recovering damages, declaring the party in default and seeking debarment or suspension of the party. I, the undersigned, certify that I have read the definition of “Vendor” below, and have reviewed the Office of Foreign Assets Control (OFAC) Specially Designated Nationals and Blocked Persons list, and having done so certify: (Check the Appropriate Box) A. That the Vendor is not identified on the OFAC Specially Designated Nationals and Blocked Persons list on account of activity related to Russia and/or Belarus. OR B. That I am unable to certify as to “A” above, because the Vendor is identified on the OFAC Specially Designated Nationals and Blocked Persons list on account of activity related to Russia and/or Belarus. OR C. That I am unable to certify as to “A” above, because the Vendor is identified on the OFAC Specially Designated Nationals and Blocked Persons list. However, the Vendor is engaged in activity related to Russia and/or Belarus consistent with federal law, regulation, license or exemption. A detailed description of how the Vendor’s activity related to Russia and/or Belarus is consistent with federal law is set forth below. (Attach Additional Sheets If Necessary.) Signature of Vendor’s Authorized Representative Date Print Name and Title of Vendor’s Authorized Representative Vendor’s FEIN Vendor’s Name Vendor’s Phone Number Vendor’s Address (Street Address) Vendor’s Fax Number Vendor’s Address (City/State/Zip Code) Vendor’s Email Address i Vendor means: (1) A natural person, corporation, company, limited partnership, limited liability partnership, limited liability company, business association, sole proprietorship, joint venture, partnership, society, trust, or any other nongovernmental entity, organization, or group; (2) Any governmental entity or instrumentality of a government, including a multilateral development institution, as defined in Section 1701(c)(3) of the International Financial Institutions Act, 22 U.S.C. 262r(c)(3); or (3) Any parent, successor, subunit, direct or indirect subsidiary, or any entity under common ownership or control with, any entity described in paragraph (1) or (2). NJ Rev. 1.22.2024 Version April 2, 2025 DOC #8 NEW JERSEY BUSINESS REGISTRATION CERTIFICATE (N.J.S.A. 52:32-44) Offerors wishing to do business in New Jersey must submit their State Division of Revenue issued Business Registration Certificate with their proposal here. Failure to do so will disqualify the Offeror from offering products or services in New Jersey through any resulting contract. https://www.njportal.com/DOR/BusinessRegistration/ DOC #9 EEOAA EVIDENCE Equal Employment Opportunity/Affirmative Action Goods, Professional Services & General Service Projects EEO/AA Evidence Vendors are required to submit evidence of compliance with N.J.S.A. 10:5-31 et seq. and N.J.A.C. 17:27 in order to be considered a responsible vendor. One of the following must be included with submission: • Copy of Letter of Federal Approval • Certificate of Employee Information Report • Fully Executed Form AA302 • Fully Executed EEO-1 Report See the guidelines at: https://www.state.nj.us/treasury/contract_compliance/documents/pdf/guidelines/pa.pdf for further information. I certify that my bid package includes the required evidence per the above list and State website. Name: ______________________________ Title: _____________________ Signature: ___________________________ Date: _____________________ Version April 2, 2025 DOC #10 MACBRIDE-PRINCIPLES STATE OF NEW JERSEY DEPARTMENT OF THE TREASURY - DIVISION OF PURCHASE AND PROPERTY 33 WEST STATE STREET, P.O. BOX 230 TRENTON, NEW JERSEY 08625-0230 BID SOLICITATION # AND TITLE: __________________________________________________________ VENDOR NAME: _______________________________________________________________________ Pursuant to Public Law 1995, c. 134, a responsible Vendor/Bidder is required to provide a certification in compliance with the MacBride Principles and Northern Ireland Act of 1989. Pursuant to N.J.S.A. 52:34-12.2, Vendor/Bidder must complete the certification below by checking one of the two options listed below and signing where indicated. If a Vendor/Bidder that would otherwise be awarded a purchase, contract or agreement does not complete the certification, then the Director may determine, in accordance with applicable law and rules, that it is in the best interest of the State to award the purchase, contract or agreement to another Vendor/ Bidder that has completed the certification and has submitted a bid within five (5) percent of the most advantageous bid. If the Director finds contractors to be in violation of the principles that are the subject of this law, he/she shall take such action as may be appropriate and provided by law, rule or contract, including but not limited to, imposing sanctions, seeking compliance, recovering damages, declaring the party in default and seeking debarment or suspension of the party. I, the undersigned, on behalf the Vendor/Bidder, certify pursuant to N.J.S.A. 52:34-12.2 that: CHECK THE APPROPRIATE BOX The Vendor/Bidder has no business operations in Northern Ireland; or OR The Vendor/Bidder will take lawful steps in good faith to conduct any business operations it has in Northern Ireland in accordance with the MacBride principles of nondiscrimination in employment as set forth in section 2 of P.L. 1987, c. 177 (N.J.S.A. 52:18A-89.5) and in conformance with the United Kingdom’s Fair Employment (Northern Ireland) Act of 1989, and permit independent monitoring of its compliance with those principles. CERTIFICATION I, the undersigned, certify that I am authorized to execute this certification on behalf of the Vendor, that the foregoing information and any attachments hereto, to the best of my knowledge are true and complete. I acknowledge that the State of New Jersey is relying on the information contained herein, and that the Vendor is under a continuing obligation from the date of this certification through the completion of any contract(s) with the State to notify the State in writing of any changes to the information contained herein; that I am aware that it is a criminal offense to make a false statement or misrepresentation in this certification. If I do so, I may be subject to criminal prosecution under the law, and it will constitute a material breach of my contract(s) with the State, permitting the State to declare any contract(s) resulting from this certification void and unenforceable. Signature Date Print Name and Title DPP Rev. 12.13.2021 Version April 2, 2025 Exhibit H Advertising Compliance Requirement Pursuant to certain state notice provisions, including but not limited to Oregon Revised Statutes Chapter 279A.210, Chapter 279A.220, and other related provisions, the following public agencies and political subdivisions of the referenced public agencies are eligible to register with OMNIA Partners and access the Master Agreement contract award made pursuant to this solicitation, and are hereby given notice of the foregoing request for proposals for purposes of complying with the procedural requirements of said statutes: Nationwide: State of Alabama State of Hawaii Commonwealth of Massachusetts State of New Mexico State of South Dakota State of Alaska State of Idaho State of Michigan State of New York State of Tennessee State of Arizona State of Illinois State of Minnesota State of North Carolina State of Texas State of Arkansas State of Indiana State of Mississippi State of North Dakota State of Utah State of California State of Iowa State of Missouri State of Ohio State of Vermont State of Colorado State of Kansas State of Montana State of Oklahoma Commonwealth of Virginia State of Connecticut Commonwealth of Kentucky State of Nebraska State of Oregon State of Washington State of Delaware State of Louisiana State of Nevada Commonwealth of Pennsylvania State of West Virginia State of Florida State of Maine State of New Hampshire State of Rhode Island State of Wisconsin State of Georgia State of Maryland State of New Jersey State of South Carolina State of Wyoming District of Columbia U.S. Territories Lists of political subdivisions and local governments in the above referenced states, districts, and territories may be found at http://www.usa.gov/state-governments and https://www.usa.gov/local-governments. While this information is not to be considered all inclusive, some state specific information can be found here: Cooperative Purchasing Resources for State Government | OMNIA Partners Some states or other Participating Public Agencies may require additional participating addendums or local agreements. Certain Public Agencies and Political Subdivisions: CITIES, TOWNS, VILLAGES AND BOROUGHS INCLUDING BUT NOT LIMITED TO: BAKER CITY GOLF COURSE, OR CITY OF ADAIR VILLAGE, OR CITY OF ASHLAND, OR CITY OF AUMSVILLE, OR CITY OF AURORA, OR CITY OF BAKER, OR CITY OF BATON ROUGE, LA CITY OF BEAVERTON, OR CITY OF BEND, OR CITY OF BOARDMAN, OR CITY OF BONANAZA, OR CITY OF BOSSIER CITY, LA CITY OF BROOKINGS, OR CITY OF BURNS, OR CITY OF CANBY, OR CITY OF CANYONVILLE, OR CITY OF CLATSKANIE, OR CITY OF COBURG, OR CITY OF CONDON, OR CITY OF COQUILLE, OR CITY OF CORVALLI, OR CITY OF CORVALLIS PARKS AND RECREATION DEPARTMENT, OR CITY OF COTTAGE GROVE, OR CITY OF DONALD, OR CITY OF EUGENE, OR CITY OF FOREST GROVE, OR CITY OF GOLD HILL, OR CITY OF GRANTS PASS, OR CITY OF GRESHAM, OR CITY OF HILLSBORO, OR CITY OF INDEPENDENCE, OR CITY AND COUNTY OF HONOLULU, HI CITY OF KENNER, LA CITY OF LA GRANDE, OR CITY OF LAFAYETTE, LA CITY OF LAKE CHARLES, OR CITY OF LEBANON, OR CITY OF MCMINNVILLE, OR CITY OF MEDFORD, OR CITY OF METAIRIE, LA CITY OF MILL CITY, OR CITY OF MILWAUKIE, OR CITY OF MONROE, LA CITY OF MOSIER, OR CITY OF NEW ORLEANS, LA CITY OF NORTH PLAINS, OR CITY OF OREGON CITY, OR CITY OF PILOT ROCK, OR CITY OF PORTLAND, OR CITY OF POWERS, OR CITY OF PRINEVILLE, OR Version April 2, 2025 CITY OF REDMOND, OR CITY OF REEDSPORT, OR CITY OF RIDDLE, OR CITY OF ROGUE RIVER, OR CITY OF ROSEBURG, OR CITY OF SALEM, OR CITY OF SANDY, OR CITY OF SCAPPOOSE, OR CITY OF SHADY COVE, OR CITY OF SHERWOOD, OR CITY OF SHREVEPORT, LA CITY OF SILVERTON, OR CITY OF SPRINGFIELD, OR CITY OF ST. HELENS, OR CITY OF ST. PAUL, OR CITY OF SULPHUR, LA CITY OF TIGARD, OR CITY OF TROUTDALE, OR CITY OF TUALATIN, OR CITY OF WALKER, LA CITY OF WARRENTON, OR CITY OF WEST LINN, OR CITY OF WILSONVILLE, OR CITY OF WINSTON, OR CITY OF WOODBURN, OR LEAGUE OF OREGON CITES THE CITY OF HAPPY VALLEY OREGON ALPINE, UT ALTA, UT ALTAMONT, UT ALTON, UT AMALGA, UT AMERICAN FORK CITY, UT ANNABELLA, UT ANTIMONY, UT APPLE VALLEY, UT AURORA, UT BALLARD, UT BEAR RIVER CITY, UT BEAVER, UT BICKNELL, UT BIG WATER, UT BLANDING, UT BLUFFDALE, UT BOULDER, UT CITY OF BOUNTIFUL, UT BRIAN HEAD, UT BRIGHAM CITY CORPORATION, UT BRYCE CANYON CITY, UT CANNONVILLE, UT CASTLE DALE, UT CASTLE VALLEY, UT CITY OF CEDAR CITY, UT CEDAR FORT, UT CITY OF CEDAR HILLS, UT CENTERFIELD, UT CENTERVILLE CITY CORPORATION, UT CENTRAL VALLEY, UT CHARLESTON, UT CIRCLEVILLE, UT CLARKSTON, UT CLAWSON, UT CLEARFIELD, UT CLEVELAND, UT CLINTON CITY CORPORATION, UT COALVILLE, UT CORINNE, UT CORNISH, UT COTTONWOOD HEIGHTS, UT DANIEL, UT DELTA, UT DEWEYVILLE, UT DRAPER CITY, UT DUCHESNE, UT EAGLE MOUNTAIN, UT EAST CARBON, UT ELK RIDGE, UT ELMO, UT ELSINORE, UT ELWOOD, UT EMERY, UT ENOCH, UT ENTERPRISE, UT EPHRAIM, UT ESCALANTE, UT EUREKA, UT FAIRFIELD, UT FAIRVIEW, UT FARMINGTON, UT FARR WEST, UT FAYETTE, UT FERRON, UT FIELDING, UT FILLMORE, UT FOUNTAIN GREEN, UT FRANCIS, UT FRUIT HEIGHTS, UT GARDEN CITY, UT GARLAND, UT GENOLA, UT GLENDALE, UT GLENWOOD, UT GOSHEN, UT GRANTSVILLE, UT GREEN RIVER, UT GUNNISON, UT HANKSVILLE, UT HARRISVILLE, UT HATCH, UT HEBER CITY CORPORATION, UT HELPER, UT HENEFER, UT HENRIEVILLE, UT HERRIMAN, UT HIDEOUT, UT HIGHLAND, UT HILDALE, UT HINCKLEY, UT HOLDEN, UT HOLLADAY, UT HONEYVILLE, UT HOOPER, UT HOWELL, UT HUNTINGTON, UT HUNTSVILLE, UT CITY OF HURRICANE, UT HYDE PARK, UT HYRUM, UT INDEPENDENCE, UT IVINS, UT JOSEPH, UT JUNCTION, UT KAMAS, UT KANAB, UT Version April 2, 2025 KANARRAVILLE, UT KANOSH, UT KAYSVILLE, UT KINGSTON, UT KOOSHAREM, UT LAKETOWN, UT LA VERKIN, UT LAYTON, UT LEAMINGTON, UT LEEDS, UT LEHI CITY CORPORATION, UT LEVAN, UT LEWISTON, UT LINDON, UT LOA, UT LOGAN CITY, UT LYMAN, UT LYNNDYL, UT MANILA, UT MANTI, UT MANTUA, UT MAPLETON, UT MARRIOTT-SLATERVILLE, UT MARYSVALE, UT MAYFIELD, UT MEADOW, UT MENDON, UT MIDVALE CITY INC., UT MIDWAY, UT MILFORD, UT MILLVILLE, UT MINERSVILLE, UT MOAB, UT MONA, UT MONROE, UT CITY OF MONTICELLO, UT MORGAN, UT MORONI, UT MOUNT PLEASANT, UT MURRAY CITY CORPORATION, UT MYTON, UT NAPLES, UT NEPHI, UT NEW HARMONY, UT NEWTON, UT NIBLEY, UT NORTH LOGAN, UT NORTH OGDEN, UT NORTH SALT LAKE CITY, UT OAK CITY, UT OAKLEY, UT OGDEN CITY CORPORATION, UT OPHIR, UT ORANGEVILLE, UT ORDERVILLE, UT OREM, UT PANGUITCH, UT PARADISE, UT PARAGONAH, UT PARK CITY, UT PAROWAN, UT PAYSON, UT PERRY, UT PLAIN CITY, UT PLEASANT GROVE CITY, UT PLEASANT VIEW, UT PLYMOUTH, UT PORTAGE, UT PRICE, UT PROVIDENCE, UT PROVO, UT RANDOLPH, UT REDMOND, UT RICHFIELD, UT RICHMOND, UT RIVERDALE, UT RIVER HEIGHTS, UT RIVERTON CITY, UT ROCKVILLE, UT ROCKY RIDGE, UT ROOSEVELT CITY CORPORATION, UT ROY, UT RUSH VALLEY, UT CITY OF ST. GEORGE, UT SALEM, UT SALINA, UT SALT LAKE CITY CORPORATION, UT SANDY, UT SANTA CLARA, UT SANTAQUIN, UT SARATOGA SPRINGS, UT SCIPIO, UT SCOFIELD, UT SIGURD, UT SMITHFIELD, UT SNOWVILLE, UT CITY OF SOUTH JORDAN, UT SOUTH OGDEN, UT CITY OF SOUTH SALT LAKE, UT SOUTH WEBER, UT SPANISH FORK, UT SPRING CITY, UT SPRINGDALE, UT SPRINGVILLE, UT STERLING, UT STOCKTON, UT SUNNYSIDE, UT SUNSET CITY CORP, UT SYRACUSE, UT TABIONA, UT CITY OF TAYLORSVILLE, UT TOOELE CITY CORPORATION, UT TOQUERVILLE, UT TORREY, UT TREMONTON CITY, UT TRENTON, UT TROPIC, UT UINTAH, UT VERNAL CITY, UT VERNON, UT VINEYARD, UT VIRGIN, UT WALES, UT WALLSBURG, UT WASHINGTON CITY, UT WASHINGTON TERRACE, UT WELLINGTON, UT WELLSVILLE, UT WENDOVER, UT WEST BOUNTIFUL, UT WEST HAVEN, UT WEST JORDAN, UT WEST POINT, UT WEST VALLEY CITY, UT Version April 2, 2025 WILLARD, UT WOODLAND HILLS, UT WOODRUFF, UT WOODS CROSS, UT COUNTIES AND PARISHES INCLUDING BUT NOT LIMITED TO: ASCENSION PARISH, LA ASCENSION PARISH, LA, CLEAR OF COURT CADDO PARISH, LA CALCASIEU PARISH, LA CALCASIEU PARISH SHERIFF’S OFFICE, LA CITY AND COUNTY OF HONOLULU, HI CLACKAMAS COUNTY, OR CLACKAMAS COUNTY DEPT OF TRANSPORTATION, OR CLATSOP COUNTY, OR COLUMBIA COUNTY, OR COOS COUNTY, OR COOS COUNTY HIGHWAY DEPARTMENT, OR COUNTY OF HAWAII, OR CROOK COUNTY, OR CROOK COUNTY ROAD DEPARTMENT, OR CURRY COUNTY, OR DESCHUTES COUNTY, OR DOUGLAS COUNTY, OR EAST BATON ROUGE PARISH, LA GILLIAM COUNTY, OR GRANT COUNTY, OR HARNEY COUNTY, OR HARNEY COUNTY SHERIFFS OFFICE, OR HAWAII COUNTY, HI HOOD RIVER COUNTY, OR JACKSON COUNTY, OR JEFFERSON COUNTY, OR JEFFERSON PARISH, LA JOSEPHINE COUNTY GOVERNMENT, OR LAFAYETTE CONSOLIDATED GOVERNMENT, LA LAFAYETTE PARISH, LA LAFAYETTE PARISH CONVENTION & VISITORS COMMISSION LAFOURCHE PARISH, LA KAUAI COUNTY, HI KLAMATH COUNTY, OR LAKE COUNTY, OR LANE COUNTY, OR LINCOLN COUNTY, OR LINN COUNTY, OR LIVINGSTON PARISH, LA MALHEUR COUNTY, OR MAUI COUNTY, HI MARION COUNTY, SALEM, OR MORROW COUNTY, OR MULTNOMAH COUNTY, OR MULTNOMAH COUNTY BUSINESS AND COMMUNITY SERVICES, OR MULTNOMAH COUNTY SHERIFFS OFFICE, OR MULTNOMAH LAW LIBRARY, OR ORLEANS PARISH, LA PLAQUEMINES PARISH, LA POLK COUNTY, OR RAPIDES PARISH, LA SAINT CHARLES PARISH, LA SAINT CHARLES PARISH PUBLIC SCHOOLS, LA SAINT LANDRY PARISH, LA SAINT TAMMANY PARISH, LA SHERMAN COUNTY, OR TERREBONNE PARISH, LA TILLAMOOK COUNTY, OR TILLAMOOK COUNTY SHERIFF'S OFFICE, OR TILLAMOOK COUNTY GENERAL HOSPITAL, OR UMATILLA COUNTY, OR UNION COUNTY, OR WALLOWA COUNTY, OR WASCO COUNTY, OR WASHINGTON COUNTY, OR WEST BATON ROUGE PARISH, LA WHEELER COUNTY, OR YAMHILL COUNTY, OR COUNTY OF BOX ELDER, UT COUNTY OF CACHE, UT COUNTY OF RICH, UT COUNTY OF WEBER, UT COUNTY OF MORGAN, UT COUNTY OF DAVIS, UT COUNTY OF SUMMIT, UT COUNTY OF DAGGETT, UT COUNTY OF SALT LAKE, UT COUNTY OF TOOELE, UT COUNTY OF UTAH, UT COUNTY OF WASATCH, UT COUNTY OF DUCHESNE, UT COUNTY OF UINTAH, UT COUNTY OF CARBON, UT COUNTY OF SANPETE, UT COUNTY OF JUAB, UT COUNTY OF MILLARD, UT COUNTY OF SEVIER, UT COUNTY OF EMERY, UT COUNTY OF GRAND, UT COUNTY OF BEVER, UT COUNTY OF PIUTE, UT COUNTY OF WAYNE, UT COUNTY OF SAN JUAN, UT COUNTY OF GARFIELD, UT COUNTY OF KANE, UT COUNTY OF IRON, UT COUNTY OF WASHINGTON, UT OTHER AGENCIES INCLUDING ASSOCIATIONS, BOARDS, DISTRICTS, COMMISSIONS, COUNCILS, PUBLIC CORPORATIONS, PUBLIC DEVELOPMENT AUTHORITIES, RESERVATIONS AND UTILITIES INCLUDING BUT NOT LIMITED TO: ADAIR R.F.P.D., OR ADEL WATER IMPROVEMENT DISTRICT, OR ADRIAN R.F.P.D., OR AGNESS COMMUNITY LIBRARY, OR AGNESS-ILLAHE R.F.P.D., OR AGRICULTURE EDUCATION SERVICE EXTENSION DISTRICT, OR ALDER CREEK-BARLOW WATER DISTRICT NO. 29, OR ALFALFA FIRE DISTRICT, OR ALSEA R.F.P.D., OR ALSEA RIVIERA WATER IMPROVEMENT DISTRICT, OR AMITY FIRE DISTRICT, OR ANTELOPE MEADOWS SPECIAL ROAD DISTRICT, OR APPLE ROGUE DISTRICT IMPROVEMENT COMPANY, OR APPLEGATE VALLEY R.F.P.D. #9, OR ARCH CAPE DOMESTIC WATER SUPPLY DISTRICT, OR Version April 2, 2025 ARCH CAPE SANITARY DISTRICT, OR ARNOLD IRRIGATION DISTRICT, OR ASH CREEK WATER CONTROL DISTRICT, OR ATHENA CEMETERY MAINTENANCE DISTRICT, OR AUMSVILLE R.F.P.D., OR AURORA R.F.P.D., OR AZALEA R.F.P.D., OR BADGER IMPROVEMENT DISTRICT, OR BAILEY-SPENCER R.F.P.D., OR BAKER COUNTY LIBRARY DISTRICT, OR BAKER R.F.P.D., OR BAKER RIVERTON ROAD DISTRICT, OR BAKER VALLEY IRRIGATION DISTRICT, OR BAKER VALLEY S.W.C.D., OR BAKER VALLEY VECTOR CONTROL DISTRICT, OR BANDON CRANBERRY WATER CONTROL DISTRICT, OR BANDON R.F.P.D., OR BANKS FIRE DISTRICT, OR BANKS FIRE DISTRICT #13, OR BAR L RANCH ROAD DISTRICT, OR BARLOW WATER IMPROVEMENT DISTRICT, OR BASIN AMBULANCE SERVICE DISTRICT, OR BASIN TRANSIT SERVICE TRANSPORTATION DISTRICT, OR BATON ROUGE WATER COMPANY BAY AREA HEALTH DISTRICT, OR BAYSHORE SPECIAL ROAD DISTRICT, OR BEAR VALLEY SPECIAL ROAD DISTRICT, OR BEAVER CREEK WATER CONTROL DISTRICT, OR BEAVER DRAINAGE IMPROVEMENT COMPANY, INC., OR BEAVER SLOUGH DRAINAGE DISTRICT, OR BEAVER SPECIAL ROAD DISTRICT, OR BEAVER WATER DISTRICT, OR BELLE MER S.I.G.L. TRACTS SPECIAL ROAD DISTRICT, OR BEND METRO PARK AND RECREATION DISTRICT BENTON S.W.C.D., OR BERNDT SUBDIVISION WATER IMPROVEMENT DISTRICT, OR BEVERLY BEACH WATER DISTRICT, OR BIENVILLE PARISH FIRE PROTECTION DISTRICT 6, LA BIG BEND IRRIGATION DISTRICT, OR BIGGS SERVICE DISTRICT, OR BLACK BUTTE RANCH DEPARTMENT OF POLICE SERVICES, OR BLACK BUTTE RANCH R.F.P.D., OR BLACK MOUNTAIN WATER DISTRICT, OR BLODGETT-SUMMIT R.F.P.D., OR BLUE MOUNTAIN HOSPITAL DISTRICT, OR BLUE MOUNTAIN TRANSLATOR DISTRICT, OR BLUE RIVER PARK & RECREATION DISTRICT, OR BLUE RIVER WATER DISTRICT, OR BLY R.F.P.D., OR BLY VECTOR CONTROL DISTRICT, OR BLY WATER AND SANITARY DISTRICT, OR BOARDMAN CEMETERY MAINTENANCE DISTRICT, OR BOARDMAN PARK AND RECREATION DISTRICT BOARDMAN R.F.P.D., OR BONANZA BIG SPRINGS PARK & RECREATION DISTRICT, OR BONANZA MEMORIAL PARK CEMETERY DISTRICT, OR BONANZA R.F.P.D., OR BONANZA-LANGELL VALLEY VECTOR CONTROL DISTRICT, OR BORING WATER DISTRICT #24, OR BOULDER CREEK RETREAT SPECIAL ROAD DISTRICT, OR BRIDGE R.F.P.D., OR BROOKS COMMUNITY SERVICE DISTRICT, OR BROWNSVILLE R.F.P.D., OR BUELL-RED PRAIRIE WATER DISTRICT, OR BUNKER HILL R.F.P.D. #1, OR BUNKER HILL SANITARY DISTRICT, OR BURLINGTON WATER DISTRICT, OR BURNT RIVER IRRIGATION DISTRICT, OR BURNT RIVER S.W.C.D., OR CALAPOOIA R.F.P.D., OR CAMAS VALLEY R.F.P.D., OR CAMELLIA PARK SANITARY DISTRICT, OR CAMMANN ROAD DISTRICT, OR CAMP SHERMAN ROAD DISTRICT, OR CANBY AREA TRANSIT, OR CANBY R.F.P.D. #62, OR CANBY UTILITY BOARD, OR CANNON BEACH R.F.P.D., OR CANYONVILLE SOUTH UMPQUA FIRE DISTRICT, OR CAPE FERRELO R.F.P.D., OR CAPE FOULWEATHER SANITARY DISTRICT, OR CARLSON PRIMROSE SPECIAL ROAD DISTRICT, OR CARMEL BEACH WATER DISTRICT, OR CASCADE VIEW ESTATES TRACT 2, OR CEDAR CREST SPECIAL ROAD DISTRICT, OR CEDAR TRAILS SPECIAL ROAD DISTRICT, OR CEDAR VALLEY - NORTH BANK R.F.P.D., OR CENTRAL CASCADES FIRE AND EMS, OR CENTRAL CITY ECONOMIC OPPORTUNITY CORP, LA CENTRAL LINCOLN P.U.D., OR CENTRAL OREGON COAST FIRE & RESCUE DISTRICT, OR CENTRAL OREGON INTERGOVERNMENTAL COUNCIL CENTRAL OREGON IRRIGATION DISTRICT, OR CHAPARRAL WATER CONTROL DISTRICT, OR CHARLESTON FIRE DISTRICT, OR CHARLESTON SANITARY DISTRICT, OR CHARLOTTE ANN WATER DISTRICT, OR CHEHALEM PARK & RECREATION DISTRICT, OR CHEHALEM PARK AND RECREATION DISTRICT CHEMULT R.F.P.D., OR CHENOWITH WATER P.U.D., OR CHERRIOTS, OR CHETCO COMMUNITY PUBLIC LIBRARY DISTRICT, OR CHILOQUIN VECTOR CONTROL DISTRICT, OR CHILOQUIN-AGENCY LAKE R.F.P.D., OR CHINOOK DRIVE SPECIAL ROAD DISTRICT, OR CHR DISTRICT IMPROVEMENT COMPANY, OR CHRISTMAS VALLEY DOMESTIC WATER DISTRICT, OR CHRISTMAS VALLEY PARK & RECREATION DISTRICT, OR CHRISTMAS VALLEY R.F.P.D., OR CITY OF BOGALUSA SCHOOL BOARD, LA CLACKAMAS COUNTY FIRE DISTRICT #1, OR CLACKAMAS COUNTY SERVICE DISTRICT #1, OR CLACKAMAS COUNTY VECTOR CONTROL DISTRICT, OR CLACKAMAS RIVER WATER CLACKAMAS RIVER WATER, OR Version April 2, 2025 CLACKAMAS S.W.C.D., OR CLATSKANIE DRAINAGE IMPROVEMENT COMPANY, OR CLATSKANIE LIBRARY DISTRICT, OR CLATSKANIE P.U.D., OR CLATSKANIE PARK & RECREATION DISTRICT, OR CLATSKANIE PEOPLE'S UTILITY DISTRICT CLATSKANIE R.F.P.D., OR CLATSOP CARE CENTER HEALTH DISTRICT, OR CLATSOP COUNTY S.W.C.D., OR CLATSOP DRAINAGE IMPROVEMENT COMPANY #15, INC., OR CLEAN WATER SERVICES CLEAN WATER SERVICES, OR CLOVERDALE R.F.P.D., OR CLOVERDALE SANITARY DISTRICT, OR CLOVERDALE WATER DISTRICT, OR COALEDO DRAINAGE DISTRICT, OR COBURG FIRE DISTRICT, OR COLESTIN RURAL FIRE DISTRICT, OR COLTON R.F.P.D., OR COLTON WATER DISTRICT #11, OR COLUMBIA 911 COMMUNICATIONS DISTRICT, OR COLUMBIA COUNTY 4-H & EXTENSION SERVICE DISTRICT, OR COLUMBIA DRAINAGE VECTOR CONTROL, OR COLUMBIA IMPROVEMENT DISTRICT, OR COLUMBIA R.F.P.D., OR COLUMBIA RIVER FIRE & RESCUE, OR COLUMBIA RIVER PUD, OR COLUMBIA S.W.C.D., OR COLUMBIA S.W.C.D., OR CONFEDERATED TRIBES OF THE UMATILLA INDIAN RESERVATION COOS COUNTY AIRPORT DISTRICT, OR COOS COUNTY AIRPORT DISTRICT, OR COOS COUNTY AREA TRANSIT SERVICE DISTRICT, OR COOS COUNTY AREA TRANSIT SERVICE DISTRICT, OR COOS FOREST PROTECTIVE ASSOCIATION COOS S.W.C.D., OR COQUILLE R.F.P.D., OR COQUILLE VALLEY HOSPITAL DISTRICT, OR CORBETT WATER DISTRICT, OR CORNELIUS R.F.P.D., OR CORP RANCH ROAD WATER IMPROVEMENT, OR CORVALLIS R.F.P.D., OR COUNTRY CLUB ESTATES SPECIAL WATER DISTRICT, OR COUNTRY CLUB WATER DISTRICT, OR COUNTRY ESTATES ROAD DISTRICT, OR COVE CEMETERY MAINTENANCE DISTRICT, OR COVE ORCHARD SEWER SERVICE DISTRICT, OR COVE R.F.P.D., OR CRESCENT R.F.P.D., OR CRESCENT SANITARY DISTRICT, OR CRESCENT WATER SUPPLY AND IMPROVEMENT DISTRICT, OR CROOK COUNTY AGRICULTURE EXTENSION SERVICE DISTRICT, OR CROOK COUNTY CEMETERY DISTRICT, OR CROOK COUNTY FIRE AND RESCUE, OR CROOK COUNTY PARKS & RECREATION DISTRICT, OR CROOK COUNTY S.W.C.D., OR CROOK COUNTY VECTOR CONTROL DISTRICT, OR CROOKED RIVER RANCH R.F.P.D., OR CROOKED RIVER RANCH SPECIAL ROAD DISTRICT, OR CRYSTAL SPRINGS WATER DISTRICT, OR CURRY COUNTY 4-H & EXTENSION SERVICE DISTRICT, OR CURRY COUNTY PUBLIC TRANSIT SERVICE DISTRICT, OR CURRY COUNTY S.W.C.D., OR CURRY HEALTH DISTRICT, OR CURRY PUBLIC LIBRARY DISTRICT, OR DALLAS CEMETERY DISTRICT #4, OR DARLEY DRIVE SPECIAL ROAD DISTRICT, OR DAVID CROCKETT STEAM FIRE COMPANY #1, LA DAYS CREEK R.F.P.D., OR DAYTON FIRE DISTRICT, OR DEAN MINARD WATER DISTRICT, OR DEE IRRIGATION DISTRICT, OR DEER ISLAND DRAINAGE IMPROVEMENT COMPANY, OR DELL BROGAN CEMETERY MAINTENANCE DISTRICT, OR DEPOE BAY R.F.P.D., OR DESCHUTES COUNTY 911 SERVICE DISTRICT, OR DESCHUTES COUNTY R.F.P.D. #2, OR DESCHUTES PUBLIC LIBRARY DISTRICT, OR DESCHUTES S.W.C.D., OR DESCHUTES VALLEY WATER DISTRICT, OR DEVILS LAKE WATER IMPROVEMENT DISTRICT, OR DEXTER R.F.P.D., OR DEXTER SANITARY DISTRICT, OR DORA-SITKUM R.F.P.D., OR DOUGLAS COUNTY FIRE DISTRICT #2, OR DOUGLAS S.W.C.D., OR DRAKES CROSSING R.F.P.D., OR DRRH SPECIAL ROAD DISTRICT #6, OR DRY GULCH DITCH DISTRICT IMPROVEMENT COMPANY, OR DUFUR RECREATION DISTRICT, OR DUMBECK LANE DOMESTIC WATER SUPPLY, OR DUNDEE R.F.P.D., OR DURKEE COMMUNITY BUILDING PRESERVATION DISTRICT, OR EAGLE POINT IRRIGATION DISTRICT, OR EAGLE VALLEY CEMETERY MAINTENANCE DISTRICT, OR EAGLE VALLEY R.F.P.D., OR EAGLE VALLEY S.W.C.D., OR EAST FORK IRRIGATION DISTRICT, OR EAST MULTNOMAH S.W.C.D., OR EAST SALEM SERVICE DISTRICT, OR EAST UMATILLA CHEMICAL CONTROL DISTRICT, OR EAST UMATILLA COUNTY AMBULANCE AREA HEALTH DISTRICT, OR EAST UMATILLA COUNTY R.F.P.D., OR EAST VALLEY WATER DISTRICT, OR ELGIN COMMUNITY PARKS & RECREATION DISTRICT, OR ELGIN HEALTH DISTRICT, OR ELGIN R.F.P.D., OR ELKTON ESTATES PHASE II SPECIAL ROAD DISTRICT, OR ELKTON R.F.P.D., OR EMERALD P.U.D., OR ENTERPRISE IRRIGATION DISTRICT, OR Version April 2, 2025 ESTACADA CEMETERY MAINTENANCE DISTRICT, OR ESTACADA R.F.P.D. #69, OR EUGENE R.F.P.D. # 1, OR EUGENE WATER AND ELECTRIC BOARD EVANS VALLEY FIRE DISTRICT #6, OR FAIR OAKS R.F.P.D., OR FAIRVIEW R.F.P.D., OR FAIRVIEW WATER DISTRICT, OR FALCON HEIGHTS WATER AND SEWER, OR FALCON-COVE BEACH WATER DISTRICT, OR FALL RIVER ESTATES SPECIAL ROAD DISTRICT, OR FARGO INTERCHANGE SERVICE DISTRICT, OR FARMERS IRRIGATION DISTRICT, OR FAT ELK DRAINAGE DISTRICT, OR FERN RIDGE PUBLIC LIBRARY DISTRICT, OR FERN VALLEY ESTATES IMPROVEMENT DISTRICT, OR FOR FAR ROAD DISTRICT, OR FOREST GROVE R.F.P.D., OR FOREST VIEW SPECIAL ROAD DISTRICT, OR FORT ROCK-SILVER LAKE S.W.C.D., OR FOUR RIVERS VECTOR CONTROL DISTRICT, OR FOX CEMETERY MAINTENANCE DISTRICT, OR GARDINER R.F.P.D., OR GARDINER SANITARY DISTRICT, OR GARIBALDI R.F.P.D., OR GASTON R.F.P.D., OR GATES R.F.P.D., OR GEARHART R.F.P.D., OR GILLIAM S.W.C.D., OR GLENDALE AMBULANCE DISTRICT, OR GLENDALE R.F.P.D., OR GLENEDEN BEACH SPECIAL ROAD DISTRICT, OR GLENEDEN SANITARY DISTRICT, OR GLENWOOD WATER DISTRICT, OR GLIDE - IDLEYLD SANITARY DISTRICT, OR GLIDE R.F.P.D., OR GOLD BEACH - WEDDERBURN R.F.P.D., OR GOLD HILL IRRIGATION DISTRICT, OR GOLDFINCH ROAD DISTRICT, OR GOSHEN R.F.P.D., OR GOVERNMENT CAMP ROAD DISTRICT, OR GOVERNMENT CAMP SANITARY DISTRICT, OR GRAND PRAIRIE WATER CONTROL DISTRICT, OR GRAND RONDE SANITARY DISTRICT, OR GRANT COUNTY TRANSPORTATION DISTRICT, OR GRANT S.W.C.D., OR GRANTS PASS IRRIGATION DISTRICT, OR GREATER BOWEN VALLEY R.F.P.D., OR GREATER ST. HELENS PARK & RECREATION DISTRICT, OR GREATER TOLEDO POOL RECREATION DISTRICT, OR GREEN KNOLLS SPECIAL ROAD DISTRICT, OR GREEN SANITARY DISTRICT, OR GREENACRES R.F.P.D., OR GREENBERRY IRRIGATION DISTRICT, OR GREENSPRINGS RURAL FIRE DISTRICT, OR HAHLEN ROAD SPECIAL DISTRICT, OR HAINES CEMETERY MAINTENANCE DISTRICT, OR HAINES FIRE PROTECTION DISTRICT, OR HALSEY-SHEDD R.F.P.D., OR HAMLET R.F.P.D., OR HARBOR R.F.P.D., OR HARBOR SANITARY DISTRICT, OR HARBOR WATER P.U.D., OR HARNEY COUNTY HEALTH DISTRICT, OR HARNEY S.W.C.D., OR HARPER SOUTH SIDE IRRIGATION DISTRICT, OR HARRISBURG FIRE AND RESCUE, OR HAUSER R.F.P.D., OR HAZELDELL RURAL FIRE DISTRICT, OR HEBO JOINT WATER-SANITARY AUTHORITY, OR HECETA WATER P.U.D., OR HELIX CEMETERY MAINTENANCE DISTRICT #4, OR HELIX PARK & RECREATION DISTRICT, OR HELIX R.F.P.D. #7-411, OR HEPPNER CEMETERY MAINTENANCE DISTRICT, OR HEPPNER R.F.P.D., OR HEPPNER WATER CONTROL DISTRICT, OR HEREFORD COMMUNITY HALL RECREATION DISTRICT, OR HERMISTON CEMETERY DISTRICT, OR HERMISTON IRRIGATION DISTRICT, OR HIDDEN VALLEY MOBILE ESTATES IMPROVEMENT DISTRICT, OR HIGH DESERT PARK & RECREATION DISTRICT, OR HIGHLAND SUBDIVISION WATER DISTRICT, OR HONOLULU INTERNATIONAL AIRPORT HOOD RIVER COUNTY LIBRARY DISTRICT, OR HOOD RIVER COUNTY TRANSPORTATION DISTRICT, OR HOOD RIVER S.W.C.D., OR HOOD RIVER VALLEY PARKS & RECREATION DISTRICT, OR HOODLAND FIRE DISTRICT #74 HOODLAND FIRE DISTRICT #74, OR HORSEFLY IRRIGATION DISTRICT, OR HOSKINS-KINGS VALLEY R.F.P.D., OR HOUSING AUTHORITY OF PORTLAND HUBBARD R.F.P.D., OR HUDSON BAY DISTRICT IMPROVEMENT COMPANY, OR I N (KAY) YOUNG DITCH DISTRICT IMPROVEMENT COMPANY, OR ICE FOUNTAIN WATER DISTRICT, OR IDAHO POINT SPECIAL ROAD DISTRICT, OR IDANHA-DETROIT RURAL FIRE PROTECTION DISTRICT, OR ILLINOIS VALLEY FIRE DISTRICT ILLINOIS VALLEY R.F.P.D., OR ILLINOIS VALLEY S.W.C.D., OR IMBLER R.F.P.D., OR INTERLACHEN WATER P.U.D., OR IONE LIBRARY DISTRICT, OR IONE R.F.P.D. #6-604, OR IRONSIDE CEMETERY MAINTENANCE DISTRICT, OR IRONSIDE RURAL ROAD DISTRICT #5, OR IRRIGON PARK & RECREATION DISTRICT, OR IRRIGON R.F.P.D., OR ISLAND CITY AREA SANITATION DISTRICT, OR ISLAND CITY CEMETERY MAINTENANCE DISTRICT, OR JACK PINE VILLAGE SPECIAL ROAD DISTRICT, OR JACKSON COUNTY FIRE DISTRICT #3, OR JACKSON COUNTY FIRE DISTRICT #4, OR JACKSON COUNTY FIRE DISTRICT #5, OR JACKSON COUNTY LIBRARY DISTRICT, OR JACKSON COUNTY VECTOR CONTROL DISTRICT, OR JACKSON S.W.C.D., OR JASPER KNOLLS WATER DISTRICT, OR JEFFERSON COUNTY EMERGENCY MEDICAL SERVICE DISTRICT, OR Version April 2, 2025 JEFFERSON COUNTY FIRE DISTRICT #1, OR JEFFERSON COUNTY LIBRARY DISTRICT, OR JEFFERSON COUNTY S.W.C.D., OR JEFFERSON PARK & RECREATION DISTRICT, OR JEFFERSON R.F.P.D., OR JOB'S DRAINAGE DISTRICT, OR JOHN DAY WATER DISTRICT, OR JOHN DAY-CANYON CITY PARKS & RECREATION DISTRICT, OR JOHN DAY-FERNHILL R.F.P.D. #5-108, OR JORDAN VALLEY CEMETERY DISTRICT, OR JORDAN VALLEY IRRIGATION DISTRICT, OR JOSEPHINE COMMUNITY LIBRARY DISTRICT, OR JOSEPHINE COUNTY 4-H & EXTENSION SERVICE DISTRICT, OR JOSEPHINE COUNTY 911 AGENCY, OR JUNCTION CITY R.F.P.D., OR JUNCTION CITY WATER CONTROL DISTRICT, OR JUNIPER BUTTE ROAD DISTRICT, OR JUNIPER CANYON WATER CONTROL DISTRICT, OR JUNIPER FLAT DISTRICT IMPROVEMENT COMPANY, OR JUNIPER FLAT R.F.P.D., OR JUNO NONPROFIT WATER IMPROVEMENT DISTRICT, OR KEATING R.F.P.D., OR KEATING S.W.C.D., OR KEIZER R.F.P.D., OR KELLOGG RURAL FIRE DISTRICT, OR KENO IRRIGATION DISTRICT, OR KENO PINES ROAD DISTRICT, OR KENO R.F.P.D., OR KENT WATER DISTRICT, OR KERBY WATER DISTRICT, OR K-GB-LB WATER DISTRICT, OR KILCHIS WATER DISTRICT, OR KLAMATH 9-1-1 COMMUNICATIONS DISTRICT, OR KLAMATH BASIN IMPROVEMENT DISTRICT, OR KLAMATH COUNTY DRAINAGE SERVICE DISTRICT, OR KLAMATH COUNTY EXTENSION SERVICE DISTRICT, OR KLAMATH COUNTY FIRE DISTRICT #1, OR KLAMATH COUNTY FIRE DISTRICT #3, OR KLAMATH COUNTY FIRE DISTRICT #4, OR KLAMATH COUNTY FIRE DISTRICT #5, OR KLAMATH COUNTY LIBRARY SERVICE DISTRICT, OR KLAMATH COUNTY PREDATORY ANIMAL CONTROL DISTRICT, OR KLAMATH DRAINAGE DISTRICT, OR KLAMATH FALLS FOREST ESTATES SPECIAL ROAD DISTRICT UNIT #2, OR KLAMATH INTEROPERABILITY RADIO GROUP, OR KLAMATH IRRIGATION DISTRICT, OR KLAMATH RIVER ACRES SPECIAL ROAD DISTRICT, OR KLAMATH S.W.C.D., OR KLAMATH VECTOR CONTROL DISTRICT, OR KNAPPA-SVENSEN-BURNSIDE R.F.P.D., OR LA GRANDE CEMETERY MAINTENANCE DISTRICT, OR LA GRANDE R.F.P.D., OR LA PINE PARK & RECREATION DISTRICT, OR LA PINE R.F.P.D., OR LABISH VILLAGE SEWAGE & DRAINAGE, OR LACOMB IRRIGATION DISTRICT, OR LAFAYETTE AIRPORT COMMISSION, LA LAFOURCHE PARISH HEALTH UNIT – DHH-OPH REGION 3 LAIDLAW WATER DISTRICT, OR LAKE CHINOOK FIRE & RESCUE, OR LAKE COUNTY 4-H & EXTENSION SERVICE DISTRICT, OR LAKE COUNTY LIBRARY DISTRICT, OR LAKE CREEK R.F.P.D. - JACKSON, OR LAKE CREEK R.F.P.D. - LANE COUNTY, OR LAKE DISTRICT HOSPITAL, OR LAKE GROVE R.F.P.D. NO. 57, OR LAKE GROVE WATER DISTRICT, OR LAKE LABISH WATER CONTROL DISTRICT, OR LAKE POINT SPECIAL ROAD DISTRICT, OR LAKESIDE R.F.P.D. #4, OR LAKESIDE WATER DISTRICT, OR LAKEVIEW R.F.P.D., OR LAKEVIEW S.W.C.D., OR LAMONTAI IMPROVEMENT DISTRICT, OR LANE FIRE AUTHORITY, OR LANE LIBRARY DISTRICT, OR LANE TRANSIT DISTRICT, OR LANGELL VALLEY IRRIGATION DISTRICT, OR LANGLOIS PUBLIC LIBRARY, OR LANGLOIS R.F.P.D., OR LANGLOIS WATER DISTRICT, OR LAZY RIVER SPECIAL ROAD DISTRICT, OR LEBANON AQUATIC DISTRICT, OR LEBANON R.F.P.D., OR LEWIS & CLARK R.F.P.D., OR LINCOLN COUNTY LIBRARY DISTRICT, OR LINCOLN S.W.C.D., OR LINN COUNTY EMERGENCY TELEPHONE AGENCY, OR LINN S.W.C.D., OR LITTLE MUDDY CREEK WATER CONTROL, OR LITTLE NESTUCCA DRAINAGE DISTRICT, OR LITTLE SWITZERLAND SPECIAL ROAD DISTRICT, OR LONE PINE IRRIGATION DISTRICT, OR LONG PRAIRIE WATER DISTRICT, OR LOOKINGGLASS OLALLA WATER CONTROL DISTRICT, OR LOOKINGGLASS RURAL FIRE DISTRICT, OR LORANE R.F.P.D., OR LOST & BOULDER DITCH IMPROVEMENT DISTRICT, OR LOST CREEK PARK SPECIAL ROAD DISTRICT, OR LOUISIANA PUBLIC SERVICE COMMISSION, LA LOUISIANA WATER WORKS LOWELL R.F.P.D., OR LOWER MCKAY CREEK R.F.P.D., OR LOWER MCKAY CREEK WATER CONTROL DISTRICT, OR LOWER POWDER RIVER IRRIGATION DISTRICT, OR LOWER SILETZ WATER DISTRICT, OR LOWER UMPQUA HOSPITAL DISTRICT, OR LOWER UMPQUA PARK & RECREATION DISTRICT, OR LOWER VALLEY WATER IMPROVEMENT DISTRICT, OR LUCE LONG DITCH DISTRICT IMPROVEMENT CO., OR LUSTED WATER DISTRICT, OR LYONS R.F.P.D., OR LYONS-MEHAMA WATER DISTRICT, OR MADRAS AQUATIC CENTER DISTRICT, OR Version April 2, 2025 MAKAI SPECIAL ROAD DISTRICT, OR MALHEUR COUNTY S.W.C.D., OR MALHEUR COUNTY VECTOR CONTROL DISTRICT, OR MALHEUR DISTRICT IMPROVEMENT COMPANY, OR MALHEUR DRAINAGE DISTRICT, OR MALHEUR MEMORIAL HEALTH DISTRICT, OR MALIN COMMUNITY CEMETERY MAINTENANCE DISTRICT, OR MALIN COMMUNITY PARK & RECREATION DISTRICT, OR MALIN IRRIGATION DISTRICT, OR MALIN R.F.P.D., OR MAPLETON FIRE DEPARTMENT, OR MAPLETON WATER DISTRICT, OR MARCOLA WATER DISTRICT, OR MARION COUNTY EXTENSION & 4H SERVICE DISTRICT, OR MARION COUNTY FIRE DISTRICT #1, OR MARION JACK IMPROVEMENT DISTRICT, OR MARION S.W.C.D., OR MARY'S RIVER ESTATES ROAD DISTRICT, OR MCDONALD FOREST ESTATES SPECIAL ROAD DISTRICT, OR MCKAY ACRES IMPROVEMENT DISTRICT, OR MCKAY DAM R.F.P.D. # 7-410, OR MCKENZIE FIRE & RESCUE, OR MCKENZIE PALISADES WATER SUPPLY CORPORATION, OR MCMINNVILLE R.F.P.D., OR MCNULTY WATER P.U.D., OR MEADOWS DRAINAGE DISTRICT, OR MEDFORD IRRIGATION DISTRICT, OR MEDFORD R.F.P.D. #2, OR MEDFORD WATER COMMISSION MEDICAL SPRINGS R.F.P.D., OR MELHEUR COUNTY JAIL, OR MERLIN COMMUNITY PARK DISTRICT, OR MERRILL CEMETERY MAINTENANCE DISTRICT, OR MERRILL PARK DISTRICT, OR MERRILL R.F.P.D., OR METRO REGIONAL GOVERNMENT METRO REGIONAL PARKS METROPOLITAN EXPOSITION RECREATION COMMISSION METROPOLITAN SERVICE DISTRICT (METRO) MID COUNTY CEMETERY MAINTENANCE DISTRICT, OR MID-COLUMBIA FIRE AND RESCUE, OR MIDDLE FORK IRRIGATION DISTRICT, OR MIDLAND COMMUNITY PARK, OR MIDLAND DRAINAGE IMPROVEMENT DISTRICT, OR MILES CROSSING SANITARY SEWER DISTRICT, OR MILL CITY R.F.P.D. #2-303, OR MILL FOUR DRAINAGE DISTRICT, OR MILLICOMA RIVER PARK & RECREATION DISTRICT, OR MILLINGTON R.F.P.D. #5, OR MILO VOLUNTEER FIRE DEPARTMENT, OR MILTON-FREEWATER AMBULANCE SERVICE AREA HEALTH DISTRICT, OR MILTON-FREEWATER WATER CONTROL DISTRICT, OR MIROCO SPECIAL ROAD DISTRICT, OR MIST-BIRKENFELD R.F.P.D., OR MODOC POINT IRRIGATION DISTRICT, OR MODOC POINT SANITARY DISTRICT, OR MOHAWK VALLEY R.F.P.D., OR MOLALLA AQUATIC DISTRICT, OR MOLALLA R.F.P.D. #73, OR MONITOR R.F.P.D., OR MONROE R.F.P.D., OR MONUMENT CEMETERY MAINTENANCE DISTRICT, OR MONUMENT S.W.C.D., OR MOOREA DRIVE SPECIAL ROAD DISTRICT, OR MORO R.F.P.D., OR MORROW COUNTY HEALTH DISTRICT, OR MORROW COUNTY UNIFIED RECREATION DISTRICT, OR MORROW S.W.C.D., OR MOSIER FIRE DISTRICT, OR MOUNTAIN DRIVE SPECIAL ROAD DISTRICT, OR MT. ANGEL R.F.P.D., OR MT. HOOD IRRIGATION DISTRICT, OR MT. LAKI CEMETERY DISTRICT, OR MT. VERNON R.F.P.D., OR MULINO WATER DISTRICT #1, OR MULTNOMAH COUNTY DRAINAGE DISTRICT #1, OR MULTNOMAH COUNTY R.F.P.D. #10, OR MULTNOMAH COUNTY R.F.P.D. #14, OR MULTNOMAH EDUCATION SERVICE DISTRICT MYRTLE CREEK R.F.P.D., OR NEAH-KAH-NIE WATER DISTRICT, OR NEDONNA R.F.P.D., OR NEHALEM BAY FIRE AND RESCUE, OR NEHALEM BAY HEALTH DISTRICT, OR NEHALEM BAY WASTEWATER AGENCY, OR NESIKA BEACH-OPHIR WATER DISTRICT, OR NESKOWIN REGIONAL SANITARY AUTHORITY, OR NESKOWIN REGIONAL WATER DISTRICT, OR NESTUCCA R.F.P.D., OR NETARTS WATER DISTRICT, OR NETARTS-OCEANSIDE R.F.P.D., OR NETARTS-OCEANSIDE SANITARY DISTRICT, OR NEW BRIDGE WATER SUPPLY DISTRICT, OR NEW CARLTON FIRE DISTRICT, OR NEW ORLEANS REDEVELOPMENT AUTHORITY, LA NEW PINE CREEK R.F.P.D., OR NEWBERG R.F.P.D., OR NEWBERRY ESTATES SPECIAL ROAD DISTRICT, OR NEWPORT R.F.P.D., OR NEWT YOUNG DITCH DISTRICT IMPROVEMENT COMPANY, OR NORTH ALBANY R.F.P.D., OR NORTH BAY R.F.P.D. #9, OR NORTH CLACKAMAS PARKS & RECREATION DISTRICT, OR NORTH COUNTY RECREATION DISTRICT, OR NORTH DOUGLAS COUNTY FIRE & EMS, OR NORTH DOUGLAS PARK & RECREATION DISTRICT, OR NORTH GILLIAM COUNTY HEALTH DISTRICT, OR NORTH GILLIAM COUNTY R.F.P.D., OR NORTH LAKE HEALTH DISTRICT, OR NORTH LEBANON WATER CONTROL DISTRICT, OR NORTH LINCOLN FIRE & RESCUE DISTRICT #1, OR NORTH LINCOLN HEALTH DISTRICT, OR NORTH MORROW VECTOR CONTROL DISTRICT, OR NORTH SHERMAN COUNTY R.F.P.D, OR NORTH UNIT IRRIGATION DISTRICT, OR NORTHEAST OREGON HOUSING AUTHORITY, OR NORTHEAST WHEELER COUNTY HEALTH DISTRICT, OR Version April 2, 2025 NORTHERN WASCO COUNTY P.U.D., OR NORTHERN WASCO COUNTY PARK & RECREATION DISTRICT, OR NYE DITCH USERS DISTRICT IMPROVEMENT, OR NYSSA ROAD ASSESSMENT DISTRICT #2, OR NYSSA RURAL FIRE DISTRICT, OR NYSSA-ARCADIA DRAINAGE DISTRICT, OR OAK LODGE WATER SERVICES, OR OAKLAND R.F.P.D., OR OAKVILLE COMMUNITY CENTER, OR OCEANSIDE WATER DISTRICT, OR OCHOCO IRRIGATION DISTRICT, OR OCHOCO WEST WATER AND SANITARY AUTHORITY, OR ODELL SANITARY DISTRICT, OR OLD OWYHEE DITCH IMPROVEMENT DISTRICT, OR OLNEY-WALLUSKI FIRE & RESCUE DISTRICT, OR ONTARIO LIBRARY DISTRICT, OR ONTARIO R.F.P.D., OR OPHIR R.F.P.D., OR OREGON COAST COMMUNITY ACTION OREGON HOUSING AND COMMUNITY SERVICES OREGON INTERNATIONAL PORT OF COOS BAY, OR OREGON LEGISLATIVE ADMINISTRATION OREGON OUTBACK R.F.P.D., OR OREGON POINT, OR OREGON TRAIL LIBRARY DISTRICT, OR OTTER ROCK WATER DISTRICT, OR OWW UNIT #2 SANITARY DISTRICT, OR OWYHEE CEMETERY MAINTENANCE DISTRICT, OR OWYHEE IRRIGATION DISTRICT, OR PACIFIC CITY JOINT WATER-SANITARY AUTHORITY, OR PACIFIC COMMUNITIES HEALTH DISTRICT, OR PACIFIC RIVIERA #3 SPECIAL ROAD DISTRICT, OR PALATINE HILL WATER DISTRICT, OR PALMER CREEK WATER DISTRICT IMPROVEMENT COMPANY, OR PANORAMIC ACCESS SPECIAL ROAD DISTRICT, OR PANTHER CREEK ROAD DISTRICT, OR PANTHER CREEK WATER DISTRICT, OR PARKDALE R.F.P.D., OR PARKDALE SANITARY DISTRICT, OR PENINSULA DRAINAGE DISTRICT #1, OR PENINSULA DRAINAGE DISTRICT #2, OR PHILOMATH FIRE AND RESCUE, OR PILOT ROCK CEMETERY MAINTENANCE DISTRICT #5, OR PILOT ROCK PARK & RECREATION DISTRICT, OR PILOT ROCK R.F.P.D., OR PINE EAGLE HEALTH DISTRICT, OR PINE FLAT DISTRICT IMPROVEMENT COMPANY, OR PINE GROVE IRRIGATION DISTRICT, OR PINE GROVE WATER DISTRICT-KLAMATH FALLS, OR PINE GROVE WATER DISTRICT-MAUPIN, OR PINE VALLEY CEMETERY DISTRICT, OR PINE VALLEY R.F.P.D., OR PINEWOOD COUNTRY ESTATES SPECIAL ROAD DISTRICT, OR PIONEER DISTRICT IMPROVEMENT COMPANY, OR PISTOL RIVER CEMETERY MAINTENANCE DISTRICT, OR PISTOL RIVER FIRE DISTRICT, OR PLEASANT HILL R.F.P.D., OR PLEASANT HOME WATER DISTRICT, OR POCAHONTAS MINING AND IRRIGATION DISTRICT, OR POE VALLEY IMPROVEMENT DISTRICT, OR POE VALLEY PARK & RECREATION DISTRICT, OR POE VALLEY VECTOR CONTROL DISTRICT, OR POLK COUNTY FIRE DISTRICT #1, OR POLK S.W.C.D., OR POMPADOUR WATER IMPROVEMENT DISTRICT, OR PONDEROSA PINES EAST SPECIAL ROAD DISTRICT, OR PORT OF ALSEA, OR PORT OF ARLINGTON, OR PORT OF ASTORIA, OR PORT OF BANDON, OR PORT OF BRANDON, OR PORT OF BROOKINGS HARBOR, OR PORT OF CASCADE LOCKS, OR PORT OF COQUILLE RIVER, OR PORT OF GARIBALDI, OR PORT OF GOLD BEACH, OR PORT OF HOOD RIVER, OR PORT OF MORGAN CITY, LA PORT OF MORROW, OR PORT OF NEHALEM, OR PORT OF NEWPORT, OR PORT OF PORT ORFORD, OR PORT OF PORTLAND, OR PORT OF SIUSLAW, OR PORT OF ST. HELENS, OR PORT OF THE DALLES, OR PORT OF TILLAMOOK BAY, OR PORT OF TOLEDO, OR PORT OF UMATILLA, OR PORT OF UMPQUA, OR PORT ORFORD CEMETERY MAINTENANCE DISTRICT, OR PORT ORFORD PUBLIC LIBRARY DISTRICT, OR PORT ORFORD R.F.P.D., OR PORTLAND DEVELOPMENT COMMISSION, OR PORTLAND FIRE AND RESCUE PORTLAND HOUSING CENTER, OR POWDER R.F.P.D., OR POWDER RIVER R.F.P.D., OR POWDER VALLEY WATER CONTROL DISTRICT, OR POWERS HEALTH DISTRICT, OR PRAIRIE CEMETERY MAINTENANCE DISTRICT, OR PRINEVILLE LAKE ACRES SPECIAL ROAD DISTRICT #1, OR PROSPECT R.F.P.D., OR QUAIL VALLEY PARK IMPROVEMENT DISTRICT, OR QUEENER IRRIGATION IMPROVEMENT DISTRICT, OR RAINBOW WATER DISTRICT, OR RAINIER CEMETERY DISTRICT, OR RAINIER DRAINAGE IMPROVEMENT COMPANY, OR RALEIGH WATER DISTRICT, OR REDMOND AREA PARK & RECREATION DISTRICT, OR REDMOND FIRE AND RESCUE, OR RIDDLE FIRE PROTECTION DISTRICT, OR RIDGEWOOD DISTRICT IMPROVEMENT COMPANY, OR RIDGEWOOD ROAD DISTRICT, OR RIETH SANITARY DISTRICT, OR RIETH WATER DISTRICT, OR RIMROCK WEST IMPROVEMENT DISTRICT, OR RINK CREEK WATER DISTRICT, OR Version April 2, 2025 RIVER BEND ESTATES SPECIAL ROAD DISTRICT, OR RIVER FOREST ACRES SPECIAL ROAD DISTRICT, OR RIVER MEADOWS IMPROVEMENT DISTRICT, OR RIVER PINES ESTATES SPECIAL ROAD DISTRICT, OR RIVER ROAD PARK & RECREATION DISTRICT, OR RIVER ROAD WATER DISTRICT, OR RIVERBEND RIVERBANK WATER IMPROVEMENT DISTRICT, OR RIVERDALE R.F.P.D. 11-JT, OR RIVERGROVE WATER DISTRICT, OR RIVERSIDE MISSION WATER CONTROL DISTRICT, OR RIVERSIDE R.F.P.D. #7-406, OR RIVERSIDE WATER DISTRICT, OR ROBERTS CREEK WATER DISTRICT, OR ROCK CREEK DISTRICT IMPROVEMENT, OR ROCK CREEK WATER DISTRICT, OR ROCKWOOD WATER P.U.D., OR ROCKY POINT FIRE & EMS, OR ROGUE RIVER R.F.P.D., OR ROGUE RIVER VALLEY IRRIGATION DISTRICT, OR ROGUE VALLEY SEWER SERVICES, OR ROGUE VALLEY SEWER, OR ROGUE VALLEY TRANSPORTATION DISTRICT, OR ROSEBURG URBAN SANITARY AUTHORITY, OR ROSEWOOD ESTATES ROAD DISTRICT, OR ROW RIVER VALLEY WATER DISTRICT, OR RURAL ROAD ASSESSMENT DISTRICT #3, OR RURAL ROAD ASSESSMENT DISTRICT #4, OR SAINT LANDRY PARISH TOURIST COMMISSION SAINT MARY PARISH REC DISTRICT 2 SAINT MARY PARISH REC DISTRICT 3 SAINT TAMMANY FIRE DISTRICT 4, LA SALEM AREA MASS TRANSIT DISTRICT, OR SALEM MASS TRANSIT DISTRICT SALEM SUBURBAN R.F.P.D., OR SALISHAN SANITARY DISTRICT, OR SALMON RIVER PARK SPECIAL ROAD DISTRICT, OR SALMON RIVER PARK WATER IMPROVEMENT DISTRICT, OR SALMONBERRY TRAIL INTERGOVERNMENTAL AGENCY, OR SANDPIPER VILLAGE SPECIAL ROAD DISTRICT, OR SANDY DRAINAGE IMPROVEMENT COMPANY, OR SANDY R.F.P.D. #72, OR SANTA CLARA R.F.P.D., OR SANTA CLARA WATER DISTRICT, OR SANTIAM WATER CONTROL DISTRICT, OR SAUVIE ISLAND DRAINAGE IMPROVEMENT COMPANY, OR SAUVIE ISLAND VOLUNTEER FIRE DISTRICT #30J, OR SCAPPOOSE DRAINAGE IMPROVEMENT COMPANY, OR SCAPPOOSE PUBLIC LIBRARY DISTRICT, OR SCAPPOOSE R.F.P.D., OR SCIO R.F.P.D., OR SCOTTSBURG R.F.P.D., OR SEAL ROCK R.F.P.D., OR SEAL ROCK WATER DISTRICT, OR SEWERAGE AND WATER BOARD OF NEW ORLEANS, LA SHANGRI-LA WATER DISTRICT, OR SHASTA VIEW IRRIGATION DISTRICT, OR SHELLEY ROAD CREST ACRES WATER DISTRICT, OR SHERIDAN FIRE DISTRICT, OR SHERMAN COUNTY HEALTH DISTRICT, OR SHERMAN COUNTY S.W.C.D., OR SHORELINE SANITARY DISTRICT, OR SILETZ KEYS SANITARY DISTRICT, OR SILETZ R.F.P.D., OR SILVER FALLS LIBRARY DISTRICT, OR SILVER LAKE IRRIGATION DISTRICT, OR SILVER LAKE R.F.P.D., OR SILVER SANDS SPECIAL ROAD DISTRICT, OR SILVERTON R.F.P.D. NO. 2, OR SISTERS PARKS & RECREATION DISTRICT, OR SISTERS-CAMP SHERMAN R.F.P.D., OR SIUSLAW PUBLIC LIBRARY DISTRICT, OR SIUSLAW S.W.C.D., OR SIUSLAW VALLEY FIRE AND RESCUE, OR SIXES R.F.P.D., OR SKIPANON WATER CONTROL DISTRICT, OR SKYLINE VIEW DISTRICT IMPROVEMENT COMPANY, OR SLEEPY HOLLOW WATER DISTRICT, OR SMITH DITCH DISTRICT IMPROVEMENT COMPANY, OR SOUTH CLACKAMAS TRANSPORTATION DISTRICT, OR SOUTH COUNTY HEALTH DISTRICT, OR SOUTH FORK WATER BOARD, OR SOUTH GILLIAM COUNTY CEMETERY DISTRICT, OR SOUTH GILLIAM COUNTY HEALTH DISTRICT, OR SOUTH GILLIAM COUNTY R.F.P.D. VI-301, OR SOUTH LAFOURCHE LEVEE DISTRICT, LA SOUTH LANE COUNTY FIRE & RESCUE, OR SOUTH SANTIAM RIVER WATER CONTROL DISTRICT, OR SOUTH SHERMAN FIRE DISTRICT, OR SOUTH SUBURBAN SANITARY DISTRICT, OR SOUTH WASCO PARK & RECREATION DISTRICT, OR SOUTHERN COOS HEALTH DISTRICT, OR SOUTHERN CURRY CEMETERY MAINTENANCE DISTRICT, OR SOUTHVIEW IMPROVEMENT DISTRICT, OR SOUTHWEST LINCOLN COUNTY WATER DISTRICT, OR SOUTHWESTERN POLK COUNTY R.F.P.D., OR SOUTHWOOD PARK WATER DISTRICT, OR SPECIAL ROAD DISTRICT #1, OR SPECIAL ROAD DISTRICT #8, OR SPRING RIVER SPECIAL ROAD DISTRICT, OR SPRINGFIELD UTILITY BOARD, OR ST. PAUL R.F.P.D., OR STANFIELD CEMETERY DISTRICT #6, OR STANFIELD IRRIGATION DISTRICT, OR STARR CREEK ROAD DISTRICT, OR STARWOOD SANITARY DISTRICT, OR STAYTON FIRE DISTRICT, OR SUBLIMITY FIRE DISTRICT, OR SUBURBAN EAST SALEM WATER DISTRICT, OR SUBURBAN LIGHTING DISTRICT, OR SUCCOR CREEK DISTRICT IMPROVEMENT COMPANY, OR SUMMER LAKE IRRIGATION DISTRICT, OR SUMMERVILLE CEMETERY MAINTENANCE DISTRICT, OR SUMNER R.F.P.D., OR SUN MOUNTAIN SPECIAL ROAD DISTRICT, OR SUNDOWN SANITATION DISTRICT, OR SUNFOREST ESTATES SPECIAL ROAD DISTRICT, OR SUNNYSIDE IRRIGATION DISTRICT, OR Version April 2, 2025 SUNRISE WATER AUTHORITY, OR SUNRIVER SERVICE DISTRICT, OR SUNSET EMPIRE PARK & RECREATION DISTRICT, OR SUNSET EMPIRE TRANSPORTATION DISTRICT, OR SURFLAND ROAD DISTRICT, OR SUTHERLIN VALLEY RECREATION DISTRICT, OR SUTHERLIN WATER CONTROL DISTRICT, OR SWALLEY IRRIGATION DISTRICT, OR SWEET HOME CEMETERY MAINTENANCE DISTRICT, OR SWEET HOME FIRE & AMBULANCE DISTRICT, OR SWISSHOME-DEADWOOD R.F.P.D., OR TABLE ROCK DISTRICT IMPROVEMENT COMPANY, OR TALENT IRRIGATION DISTRICT, OR TANGENT R.F.P.D., OR TENMILE R.F.P.D., OR TERREBONNE DOMESTIC WATER DISTRICT, OR THE DALLES IRRIGATION DISTRICT, OR THOMAS CREEK-WESTSIDE R.F.P.D., OR THREE RIVERS RANCH ROAD DISTRICT, OR THREE SISTERS IRRIGATION DISTRICT, OR TIGARD TUALATIN AQUATIC DISTRICT, OR TIGARD WATER DISTRICT, OR TILLAMOOK BAY FLOOD IMPROVEMENT DISTRICT, OR TILLAMOOK COUNTY EMERGENCY COMMUNICATIONS DISTRICT, OR TILLAMOOK COUNTY S.W.C.D., OR TILLAMOOK COUNTY TRANSPORTATION DISTRICT, OR TILLAMOOK FIRE DISTRICT, OR TILLAMOOK P.U.D., OR TILLER R.F.P.D., OR TOBIN DITCH DISTRICT IMPROVEMENT COMPANY, OR TOLEDO R.F.P.D., OR TONE WATER DISTRICT, OR TOOLEY WATER DISTRICT, OR TRASK DRAINAGE DISTRICT, OR TRI CITY R.F.P.D. #4, OR TRI-CITY WATER & SANITARY AUTHORITY, OR TRI-COUNTY METROPOLITAN TRANSPORTATION DISTRICT OF OREGON TRIMET, OR TUALATIN HILLS PARK & RECREATION DISTRICT TUALATIN HILLS PARK & RECREATION DISTRICT, OR TUALATIN S.W.C.D., OR TUALATIN VALLEY FIRE & RESCUE TUALATIN VALLEY FIRE & RESCUE, OR TUALATIN VALLEY IRRIGATION DISTRICT, OR TUALATIN VALLEY WATER DISTRICT TUALATIN VALLEY WATER DISTRICT, OR TUMALO IRRIGATION DISTRICT, OR TURNER FIRE DISTRICT, OR TWIN ROCKS SANITARY DISTRICT, OR TWO RIVERS NORTH SPECIAL ROAD DISTRICT, OR TWO RIVERS S.W.C.D., OR TWO RIVERS SPECIAL ROAD DISTRICT, OR TYGH VALLEY R.F.P.D., OR TYGH VALLEY WATER DISTRICT, OR UMATILLA COUNTY FIRE DISTRICT #1, OR UMATILLA COUNTY S.W.C.D., OR UMATILLA COUNTY SPECIAL LIBRARY DISTRICT, OR UMATILLA HOSPITAL DISTRICT, OR UMATILLA R.F.P.D. #7-405, OR UMATILLA-MORROW RADIO AND DATA DISTRICT, OR UMPQUA S.W.C.D., OR UNION CEMETERY MAINTENANCE DISTRICT, OR UNION COUNTY SOLID WASTE DISPOSAL DISTRICT, OR UNION COUNTY VECTOR CONTROL DISTRICT, OR UNION GAP SANITARY DISTRICT, OR UNION GAP WATER DISTRICT, OR UNION HEALTH DISTRICT, OR UNION R.F.P.D., OR UNION S.W.C.D., OR UNITY COMMUNITY PARK & RECREATION DISTRICT, OR UPPER CLEVELAND RAPIDS ROAD DISTRICT, OR UPPER MCKENZIE R.F.P.D., OR UPPER WILLAMETTE S.W.C.D., OR VALE OREGON IRRIGATION DISTRICT, OR VALE RURAL FIRE PROTECTION DISTRICT, OR VALLEY ACRES SPECIAL ROAD DISTRICT, OR VALLEY VIEW CEMETERY MAINTENANCE DISTRICT, OR VALLEY VIEW WATER DISTRICT, OR VANDEVERT ACRES SPECIAL ROAD DISTRICT, OR VERNONIA R.F.P.D., OR VINEYARD MOUNTAIN PARK & RECREATION DISTRICT, OR VINEYARD MOUNTAIN SPECIAL ROAD DISTRICT, OR WALLA WALLA RIVER IRRIGATION DISTRICT, OR WALLOWA COUNTY HEALTH CARE DISTRICT, OR WALLOWA LAKE COUNTY SERVICE DISTRICT, OR WALLOWA LAKE IRRIGATION DISTRICT, OR WALLOWA LAKE R.F.P.D., OR WALLOWA S.W.C.D., OR WALLOWA VALLEY IMPROVEMENT DISTRICT #1, OR WAMIC R.F.P.D., OR WAMIC WATER & SANITARY AUTHORITY, OR WARMSPRINGS IRRIGATION DISTRICT, OR WASCO COUNTY S.W.C.D., OR WATER ENVIRONMENT SERVICES, OR WATER WONDERLAND IMPROVEMENT DISTRICT, OR WATERBURY & ALLEN DITCH IMPROVEMENT DISTRICT, OR WATSECO-BARVIEW WATER DISTRICT, OR WAUNA WATER DISTRICT, OR WEDDERBURN SANITARY DISTRICT, OR WEST EAGLE VALLEY WATER CONTROL DISTRICT, OR WEST EXTENSION IRRIGATION DISTRICT, OR WEST LABISH DRAINAGE & WATER CONTROL IMPROVEMENT DISTRICT, OR WEST MULTNOMAH S.W.C.D., OR WEST SIDE R.F.P.D., OR WEST SLOPE WATER DISTRICT, OR WEST UMATILLA MOSQUITO CONTROL DISTRICT, OR WEST VALLEY FIRE DISTRICT, OR WESTERN HEIGHTS SPECIAL ROAD DISTRICT, OR WESTERN LANE AMBULANCE DISTRICT, OR WESTLAND IRRIGATION DISTRICT, OR WESTON ATHENA MEMORIAL HALL PARK & RECREATION DISTRICT, OR Version April 2, 2025 WESTON CEMETERY DISTRICT #2, OR WESTPORT FIRE AND RESCUE, OR WESTRIDGE WATER SUPPLY CORPORATION, OR WESTWOOD HILLS ROAD DISTRICT, OR WESTWOOD VILLAGE ROAD DISTRICT, OR WHEELER S.W.C.D., OR WHITE RIVER HEALTH DISTRICT, OR WIARD MEMORIAL PARK DISTRICT, OR WICKIUP WATER DISTRICT, OR WILLAKENZIE R.F.P.D., OR WILLAMALANE PARK & RECREATION DISTRICT, OR WILLAMALANE PARK AND RECREATION DISTRICT WILLAMETTE HUMANE SOCIETY WILLAMETTE RIVER WATER COALITION, OR WILLIAMS R.F.P.D., OR WILLOW CREEK PARK DISTRICT, OR WILLOW DALE WATER DISTRICT, OR WILSON RIVER WATER DISTRICT, OR WINCHESTER BAY R.F.P.D., OR WINCHESTER BAY SANITARY DISTRICT, OR WINCHUCK R.F.P.D., OR WINSTON-DILLARD R.F.P.D., OR WINSTON-DILLARD WATER DISTRICT, OR WOLF CREEK R.F.P.D., OR WOOD RIVER DISTRICT IMPROVEMENT COMPANY, OR WOODBURN R.F.P.D. NO. 6, OR WOODLAND PARK SPECIAL ROAD DISTRICT, OR WOODS ROAD DISTRICT, OR WRIGHT CREEK ROAD WATER IMPROVEMENT DISTRICT, OR WY'EAST FIRE DISTRICT, OR YACHATS R.F.P.D., OR YAMHILL COUNTY TRANSIT AREA, OR YAMHILL FIRE PROTECTION DISTRICT, OR YAMHILL SWCD, OR YONCALLA PARK & RECREATION DISTRICT, OR YOUNGS RIVER-LEWIS & CLARK WATER DISTRICT, OR ZUMWALT R.F.P.D., OR K-12 INCLUDING BUT NOT LIMITED TO: ACADIA PARISH SCHOOL BOARD BEAVERTON SCHOOL DISTRICT BEND-LA PINE SCHOOL DISTRICT BOGALUSA HIGH SCHOOL, LA BOSSIER PARISH SCHOOL BOARD BROOKING HARBOR SCHOOL DISTRICT CADDO PARISH SCHOOL DISTRICT CALCASIEU PARISH SCHOOL DISTRICT CANBY SCHOOL DISTRICT CANYONVILLE CHRISTIAN ACADEMY CASCADE SCHOOL DISTRICT CASCADES ACADEMY OF CENTRAL OREGON CENTENNIAL SCHOOL DISTRICT CENTRAL CATHOLIC HIGH SCHOOL CENTRAL POINT SCHOOL DISTRICT NO.6 CENTRAL SCHOOL DISTRICT 13J COOS BAY SCHOOL DISTRICT NO.9 CORVALLIS SCHOOL DISTRICT 509J COUNTY OF YAMHILL SCHOOL DISTRICT 29 CULVER SCHOOL DISTRICT DALLAS SCHOOL DISTRICT NO.2 DAVID DOUGLAS SCHOOL DISTRICT DAYTON SCHOOL DISTRICT NO.8 DE LA SALLE N CATHOLIC HS DESCHUTES COUNTY SCHOOL DISTRICT NO.6 DOUGLAS EDUCATIONAL DISTRICT SERVICE DUFUR SCHOOL DISTRICT NO.29 EAST BATON ROUGE PARISH SCHOOL DISTRICT ESTACADA SCHOOL DISTRICT NO.10B FOREST GROVE SCHOOL DISTRICT GEORGE MIDDLE SCHOOL GLADSTONE SCHOOL DISTRICT GRANTS PASS SCHOOL DISTRICT 7 GREATER ALBANY PUBLIC SCHOOL DISTRICT GRESHAM BARLOW JOINT SCHOOL DISTRICT HEAD START OF LANE COUNTY HIGH DESERT EDUCATION SERVICE DISTRICT HILLSBORO SCHOOL DISTRICT HOOD RIVER COUNTY SCHOOL DISTRICT JACKSON CO SCHOOL DIST NO.9 JEFFERSON COUNTY SCHOOL DISTRICT 509-J JEFFERSON PARISH SCHOOL DISTRICT JEFFERSON SCHOOL DISTRICT JUNCTION CITY SCHOOLS, OR KLAMATH COUNTY SCHOOL DISTRICT KLAMATH FALLS CITY SCHOOLS LAFAYETTE PARISH SCHOOL DISTRICT LAKE OSWEGO SCHOOL DISTRICT 7J LANE COUNTY SCHOOL DISTRICT 4J LINCOLN COUNTY SCHOOL DISTRICT LINN CO. SCHOOL DIST. 95C LIVINGSTON PARISH SCHOOL DISTRICT LOST RIVER JR/SR HIGH SCHOOL LOWELL SCHOOL DISTRICT NO.71 SALEM-KEIZER PUBLIC SCHOOLS 24J MARION COUNTY SCHOOL DISTRICT 103 MARIST HIGH SCHOOL, OR MCMINNVILLE SCHOOL DISTRICT NOAO MEDFORD SCHOOL DISTRICT 549C MITCH CHARTER SCHOOL MONROE SCHOOL DISTRICT NO.1J MORROW COUNTY SCHOOL DIST, OR MULTNOMAH EDUCATION SERVICE DISTRICT MULTISENSORY LEARNING ACADEMY MYRTLE PINT SCHOOL DISTRICT 41 NEAH-KAH-NIE DISTRICT NO.56 NEWBERG PUBLIC SCHOOLS NESTUCCA VALLEY SCHOOL DISTRICT NO.101 NOBEL LEARNING COMMUNITIES NORTH BEND SCHOOL DISTRICT 13 NORTH CLACKAMAS SCHOOL DISTRICT NORTH DOUGLAS SCHOOL DISTRICT NORTH WASCO CITY SCHOOL DISTRICT 21 NORTHWEST REGIONAL EDUCATION SERVICE DISTRICT ONTARIO MIDDLE SCHOOL OREGON TRAIL SCHOOL DISTRICT NOA6 ORLEANS PARISH SCHOOL DISTRICT PHOENIX-TALENT SCHOOL DISTRICT NOA PLEASANT HILL SCHOOL DISTRICT PORTLAND JEWISH ACADEMY PORTLAND PUBLIC SCHOOLS RAPIDES PARISH SCHOOL DISTRICT REDMOND SCHOOL DISTRICT REYNOLDS SCHOOL DISTRICT ROGUE RIVER SCHOOL DISTRICT ROSEBURG PUBLIC SCHOOLS SCAPPOOSE SCHOOL DISTRICT 1J SAINT TAMMANY PARISH SCHOOL BOARD, LA SEASIDE SCHOOL DISTRICT 10 SHERWOOD SCHOOL DISTRICT 88J SILVER FALLS SCHOOL DISTRICT 4J Version April 2, 2025 SOUTH LANE SCHOOL DISTRICT 45J3 SOUTHERN OREGON EDUCATION SERVICE DISTRICT SPRINGFIELD PUBLIC SCHOOLS SUTHERLIN SCHOOL DISTRICT SWEET HOME SCHOOL DISTRICT NO.55 TERREBONNE PARISH SCHOOL DISTRICT THE CATLIN GABEL SCHOOL TIGARD-TUALATIN SCHOOL DISTRICT UMATILLA MORROW ESD WEST LINN WILSONVILLE SCHOOL DISTRICT WILLAMETTE EDUCATION SERVICE DISTRICT WOODBURN SCHOOL DISTRICT YONCALLA SCHOOL DISTRICT ACADEMY FOR MATH ENGINEERING & SCIENCE (AMES), UT ALIANZA ACADEMY, UT ALPINE DISTRICT, UT AMERICAN LEADERSHIP ACADEMY, UT AMERICAN PREPARATORY ACADEMY, UT BAER CANYON HIGH SCHOOL FOR SPORTS & MEDICAL SCIENCES, UT BEAR RIVER CHARTER SCHOOL, UT BEAVER SCHOOL DISTRICT, UT BEEHIVE SCIENCE & TECHNOLOGY ACADEMY (BSTA) , UT BOX ELDER SCHOOL DISTRICT, UT CBA CENTER, UT CACHE SCHOOL DISTRICT, UT CANYON RIM ACADEMY, UT CANYONS DISTRICT, UT CARBON SCHOOL DISTRICT, UT CHANNING HALL, UT CHARTER SCHOOL LEWIS ACADEMY, UT CITY ACADEMY, UT DAGGETT SCHOOL DISTRICT, UT DAVINCI ACADEMY, UT DAVIS DISTRICT, UT DUAL IMMERSION ACADEMY, UT DUCHESNE SCHOOL DISTRICT, UT EARLY LIGHT ACADEMY AT DAYBREAK, UT EAST HOLLYWOOD HIGH, UT EDITH BOWEN LABORATORY SCHOOL, UT EMERSON ALCOTT ACADEMY, UT EMERY SCHOOL DISTRICT, UT ENTHEOS ACADEMY, UT EXCELSIOR ACADEMY, UT FAST FORWARD HIGH, UT FREEDOM ACADEMY, UT GARFIELD SCHOOL DISTRICT, UT GATEWAY PREPARATORY ACADEMY, UT GEORGE WASHINGTON ACADEMY, UT GOOD FOUNDATION ACADEMY, UT GRAND SCHOOL DISTRICT, UT GRANITE DISTRICT, UT GUADALUPE SCHOOL, UT HAWTHORN ACADEMY, UT INTECH COLLEGIATE HIGH SCHOOL, UT IRON SCHOOL DISTRICT, UT ITINERIS EARLY COLLEGE HIGH, UT JOHN HANCOCK CHARTER SCHOOL, UT JORDAN DISTRICT, UT JUAB SCHOOL DISTRICT, UT KANE SCHOOL DISTRICT, UT KARL G MAESER PREPARATORY ACADEMY, UT LAKEVIEW ACADEMY, UT LEGACY PREPARATORY ACADEMY, UT LIBERTY ACADEMY, UT LINCOLN ACADEMY, UT LOGAN SCHOOL DISTRICT, UT MARIA MONTESSORI ACADEMY, UT MERIT COLLEGE PREPARATORY ACADEMY, UT MILLARD SCHOOL DISTRICT, UT MOAB CHARTER SCHOOL, UT MONTICELLO ACADEMY, UT MORGAN SCHOOL DISTRICT, UT MOUNTAINVILLE ACADEMY, UT MURRAY SCHOOL DISTRICT, UT NAVIGATOR POINTE ACADEMY, UT NEBO SCHOOL DISTRICT, UT NO UT ACAD FOR MATH ENGINEERING & SCIENCE (NUAMES), UT NOAH WEBSTER ACADEMY, UT NORTH DAVIS PREPARATORY ACADEMY, UT NORTH SANPETE SCHOOL DISTRICT, UT NORTH STAR ACADEMY, UT NORTH SUMMIT SCHOOL DISTRICT, UT ODYSSEY CHARTER SCHOOL, UT OGDEN PREPARATORY ACADEMY, UT OGDEN SCHOOL DISTRICT, UT OPEN CLASSROOM, UT OPEN HIGH SCHOOL OF UTAH, UT OQUIRRH MOUNTAIN CHARTER SCHOOL, UT PARADIGM HIGH SCHOOL, UT PARK CITY SCHOOL DISTRICT, UT PINNACLE CANYON ACADEMY, UT PIUTE SCHOOL DISTRICT, UT PROVIDENCE HALL, UT PROVO SCHOOL DISTRICT, UT QUAIL RUN PRIMARY SCHOOL, UT QUEST ACADEMY, UT RANCHES ACADEMY, UT REAGAN ACADEMY, UT RENAISSANCE ACADEMY, UT RICH SCHOOL DISTRICT, UT ROCKWELL CHARTER HIGH SCHOOL, UT SALT LAKE ARTS ACADEMY, UT SALT LAKE CENTER FOR SCIENCE EDUCATION, UT SALT LAKE SCHOOL DISTRICT, UT SALT LAKE SCHOOL FOR THE PERFORMING ARTS, UT SAN JUAN SCHOOL DISTRICT, UT SEVIER SCHOOL DISTRICT, UT SOLDIER HOLLOW CHARTER SCHOOL, UT SOUTH SANPETE SCHOOL DISTRICT, UT SOUTH SUMMIT SCHOOL DISTRICT, UT SPECTRUM ACADEMY, UT SUCCESS ACADEMY, UT SUCCESS SCHOOL, UT SUMMIT ACADEMY, UT SUMMIT ACADEMY HIGH SCHOOL, UT SYRACUSE ARTS ACADEMY, UT THOMAS EDISON - NORTH, UT TIMPANOGOS ACADEMY, UT TINTIC SCHOOL DISTRICT, UT TOOELE SCHOOL DISTRICT, UT TUACAHN HIGH SCHOOL FOR THE PERFORMING ARTS, UT UINTAH RIVER HIGH, UT UINTAH SCHOOL DISTRICT, UT UTAH CONNECTIONS ACADEMY, UT UTAH COUNTY ACADEMY OF SCIENCE, UT UTAH ELECTRONIC HIGH SCHOOL, UT UTAH SCHOOLS FOR DEAF & BLIND, UT Version April 2, 2025 UTAH STATE OFFICE OF EDUCATION, UT UTAH VIRTUAL ACADEMY, UT VENTURE ACADEMY, UT VISTA AT ENTRADA SCHOOL OF PERFORMING ARTS AND TECHNOLOGY, UT WALDEN SCHOOL OF LIBERAL ARTS, UT WASATCH PEAK ACADEMY, UT WASATCH SCHOOL DISTRICT, UT WASHINGTON SCHOOL DISTRICT, UT WAYNE SCHOOL DISTRICT, UT WEBER SCHOOL DISTRICT, UT WEILENMANN SCHOOL OF DISCOVERY, UT HIGHER EDUCATION ARGOSY UNIVERSITY BATON ROUGE COMMUNITY COLLEGE, LA BIRTHINGWAY COLLEGE OF MIDWIFERY BLUE MOUNTAIN COMMUNITY COLLEGE BRIGHAM YOUNG UNIVERSITY - HAWAII CENTRAL OREGON COMMUNITY COLLEGE CENTENARY COLLEGE OF LOUISIANA CHEMEKETA COMMUNITY COLLEGE CLACKAMAS COMMUNITY COLLEGE COLLEGE OF THE MARSHALL ISLANDS COLUMBIA GORGE COMMUNITY COLLEGE CONCORDIA UNIVERSITY GEORGE FOX UNIVERSITY KLAMATH COMMUNITY COLLEGE DISTRICT LANE COMMUNITY COLLEGE LEWIS AND CLARK COLLEGE LINFIELD COLLEGE LINN-BENTON COMMUNITY COLLEGE LOUISIANA COLLEGE, LA LOUISIANA STATE UNIVERSITY LOUISIANA STATE UNIVERSITY HEALTH SERVICES MARYLHURST UNIVERSITY MT. HOOD COMMUNITY COLLEGE MULTNOMAH BIBLE COLLEGE NATIONAL COLLEGE OF NATURAL MEDICINE NORTHWEST CHRISTIAN COLLEGE OREGON HEALTH AND SCIENCE UNIVERSITY OREGON INSTITUTE OF TECHNOLOGY OREGON STATE UNIVERSITY OREGON UNIVERSITY SYSTEM PACIFIC UNIVERSITY PIONEER PACIFIC COLLEGE PORTLAND COMMUNITY COLLEGE PORTLAND STATE UNIVERSITY REED COLLEGE RESEARCH CORPORATION OF THE UNIVERSITY OF HAWAII ROGUE COMMUNITY COLLEGE SOUTHEASTERN LOUISIANA UNIVERSITY SOUTHERN OREGON UNIVERSITY (OREGON UNIVERSITY SYSTEM) SOUTHWESTERN OREGON COMMUNITY COLLEGE TULANE UNIVERSITY TILLAMOOK BAY COMMUNITY COLLEGE UMPQUA COMMUNITY COLLEGE UNIVERSITY OF HAWAII BOARD OF REGENTS UNIVERSITY OF HAWAII-HONOLULU COMMUNITY COLLEGE UNIVERSITY OF OREGON-GRADUATE SCHOOL UNIVERSITY OF PORTLAND UNIVERSITY OF NEW ORLEANS WESTERN OREGON UNIVERSITY WESTERN STATES CHIROPRACTIC COLLEGE WILLAMETTE UNIVERSITY XAVIER UNIVERSITY UTAH SYSTEM OF HIGHER EDUCATION, UT UNIVERSITY OF UTAH, UT UTAH STATE UNIVERSITY, UT WEBER STATE UNIVERSITY, UT SOUTHERN UTAH UNIVERSITY, UT SNOW COLLEGE, UT DIXIE STATE COLLEGE, UT COLLEGE OF EASTERN UTAH, UT UTAH VALLEY UNIVERSITY, UT SALT LAKE COMMUNITY COLLEGE, UT UTAH COLLEGE OF APPLIED TECHNOLOGY, UT STATE AGENCIES ADMIN. SERVICES OFFICE BOARD OF MEDICAL EXAMINERS HAWAII CHILD SUPPORT ENFORCEMENT AGENCY HAWAII DEPARTMENT OF TRANSPORTATION HAWAII HEALTH SYSTEMS CORPORATION OFFICE OF MEDICAL ASSISTANCE PROGRAMS OFFICE OF THE STATE TREASURER OREGON BOARD OF ARCHITECTS OREGON CHILD DEVELOPMENT COALITION OREGON DEPARTMENT OF EDUCATION OREGON DEPARTMENT OF FORESTRY OREGON DEPT OF TRANSPORTATION OREGON DEPT. OF EDUCATION OREGON LOTTERY OREGON OFFICE OF ENERGY OREGON STATE BOARD OF NURSING OREGON STATE DEPT OF CORRECTIONS OREGON STATE POLICE OREGON TOURISM COMMISSION OREGON TRAVEL INFORMATION COUNCIL SANTIAM CANYON COMMUNICATION CENTER SEIU LOCAL 503, OPEU SOH- JUDICIARY CONTRACTS AND PURCH STATE DEPARTMENT OF DEFENSE, STATE OF HAWAII STATE OF HAWAII STATE OF HAWAII, DEPT. OF EDUCATION STATE OF LOUISIANA STATE OF LOUISIANA DEPT. OF EDUCATION STATE OF LOUISIANA, 26TH JUDICIAL DISTRICT ATTORNEY STATE OF UTAH 25-06 Addendum 3 GovConnection, Inc. Connection- Public Sector Solutions Supplier Response Event Information Number:25-06 Addendum 3 Title:Technology Solutions, Products and Services Type:Request for Proposal - Region 4 ESC Issue Date:6/19/2025 Deadline:8/7/2025 02:00 PM (CT) Notes:Oral communications concerning this RFP shall not be binding and shall in no way excuse an Offeror of the obligations set forth in this proposal. Only online proposals will be accepted. Proposals must be submitted via Region 4 ESC's online procurement system: region4esc.ionwave.net. No manual, emailed, or faxed proposals will be accepted. NON-MANDATORY PRE-PROPOSAL CONFERENCE Meeting to be held on Wednesday, July 9, 2025, at 10:00 am CST via ZOOM at https://esc4.zoom.us/j/98882807596?from=addon Offerors are strongly encouraged but not required to participate in a pre-proposal conference with the Procurement Contract Specialist. Vendor: GovConnection, Inc.25-06 Addendum 3Page 1 of 38 pages Contact Information Address:Procurement 7145 West Tidwell Road TX 77092 Email:questions@esc4.net Vendor: GovConnection, Inc.25-06 Addendum 3Page 2 of 38 pages GovConnection, Inc. Information Contact:Corey Petersen Address:2275 Research Boulevard, Suite 360 Rockville, MD 20850-3268 Phone:(800) 800-0019 x75554 Email:corey.petersen@connection.com Web Address:www.connection.com/ps By submitting your response, you certify that you are authorized to represent and bind your company. Robert Marconi, VP SLED Sales sledcontracts@connection.com Signature Email Submitted at 8/6/2025 03:34:30 PM (CT) Requested Attachments Offer and Contract Signature Form Offer and Contract Signature Form Signed.pdf Please complete, sign and upload the Offer and Contract Signature Form, located on the Attachments tab. (REQUIRED) Deviation Form Deviation Form_M-1031545.pdf Please complete and upload the Deviation Form, located on the Attachments tab. *NOTE: Any and add Deviations to any term or condition found in this RFP must be noted on this form. (REQUIRED) W-9 Upload GovConnection DBA W9 (2025).pdf Interested offerors must upload an updated Form W-9 prior to submitting a proposal. Products and Pricing Products and Pricing.pdf Each offeror awarded an item under this solicitation may offer their complete product and service offering/a balance of line. Describe the full line of products and services offered by supplier. Disclosure of Interested Parties form or Evidence of Exemption Form 1295 Certificate 101406371 Signed.pdf If you are required under statute to submit a Disclosure of Interested Parties form (1295 form), you must do so here. Section 6 must be completed in its entirety. Alternatively, if you are exempt under the statute, you must provide documentation affirming your exemption. (REQUIRED, see Attribute titled "DISCLOSURE OF INTERESTED PARTIES") Conflict of Interest Questionnaire CIQ Signed.pdf If a conflict exists that requires the submission of a Conflict of Interest Questionnaire (CIQ), complete and upload the document here. (REQUIRED ONLY IF A CONFLICT EXISTS, see Attribute titled "CONFLICT OF INTEREST QUESTIONNAIRE" for additional information.) Diversity, HUB Certifications No response If your firm holds a certification from certifying agencies related to M/WBE, DBE, HUB, or other diverse business designations, you may upload the certificate here. (OPTIONAL) Value Added Services Connection Value Added Services.pdf Provide any additional information related to products and services the Offeror proposes to enhance and add value to the Contract. For example, a proposal for furniture may include additional value-added selections such as installation, white glove delivery options, setup/cleaning, classroom design/layout, special orders, etc. (OPTIONAL) Vendor: GovConnection, Inc.25-06 Addendum 3Page 3 of 38 pages OMNIA Partners - Exhibit F Federal Funds Certifications OMNIA Partners - Exhibit F Federal Funds Certifications Form Signed.pdf Complete and upload your response to Exhibit F - Federal Funds Certification. This upload should consist of a single document completed with all checkboxes, initials, signatures, and information fields filled in as appropriate. OMNIA Partners - Exhibit G New Jersey Business Compliance OMNIA Partners - Exhibit G New Jersey Compliance Form for Region IV ESC Signed.pdf Complete and upload your response to Exhibit G - New Jersey Business Compliance. This upload should consist of a single document that is comprised of DOC #1 through DOC #10, with all checkboxes, initials, signature, and information fields completed as appropriate. Additional Agreements Offeror will require Participating Agencies to sign. No response If the Offeror will require individual agencies to complete any additional requirements or agreements outside of what is proposed and agreed to during this proposal solicitation, Offeror must submit such requirements or agreements as an uploaded file here. If uploading more than one file, select "New" under the "Other Response Attachments" section found lower on this webpage, and upload as many documents as is necessary to submit all additional requirements for participating agencies. Dunn & Bradstreet Report PC Connection Inc.- DUNS166964986_07-28-2025.pdf Addendum No. 1 25-06 Addendum No. 1 Signed.pdf Please sign and upload Addendum No. 1 here. Addendum No. 2 25-06 Addendum No 2 Signed.pdf Please sign and upload Addendum No. 2 here. Addendum No. 3 25-06 Addendum No 3 Signed.pdf Please sign and upload Addendum No. 3 here. Relined Response, if applicable New OMNIA Partners - Exhibit A - Redlined_M-1031549.docx Bid Attributes 1 CONTRACT DURATION The initial term of the Contract is for a period of three (3) years unless terminated, canceled, or extended as otherwise provided herein. Region 4 ESC shall have the right in its sole discretion to renew the Contract for additional terms up to two (2) years after the end of the initial term or for a lesser period of time as determined by Region 4 ESC by providing written notice to the Contractor of Region 4 ESC’s intent to renew thirty (30) days prior to the expiration of the original term. Contractor acknowledges and understands Region 4 ESC is under no obligation whatsoever to extend the term of this Contract. In the event the proposal term, including renewals, ends before another proposal is executed, proposal prices and discounts may be extended on a month-to-month basis by mutual consent. Extensions are limited to the lesser of: a) six (6) additional monthly terms, or b) the time which is required to complete a new solicitation for the goods and services provided for in this solicitation. Notwithstanding the foregoing paragraph, the term of the Contract, including any extension of the original term, shall be further extended until the expiration of any Purchase Order issued within the Contract term for a period of up to one year beyond the Contract term. I certify compliance with this attribute. 2 NAME OF INDIVIDUAL COMPLETING THIS PROPOSAL Robert Marconi, VP SLED Sales 3 HOW MANY YEARS HAS YOUR BUSINESS OPERATED UNDER ITS PRESENT NAME 9 Vendor: GovConnection, Inc.25-06 Addendum 3Page 4 of 38 pages 4 WHAT IS YOUR CURRENT NUMBER OF CUSTOMER ACCOUNTS? 5776 5 WHAT ARE YOUR BUSINESS HOURS? Connection's business hours are Monday through Friday, 8:00 a.m. – 5:30 p.m. ET 6 IS 30 DAYS AFTER RECEIPT OF INVOICE AN ACCEPTABLE PAYMENT SCHEDULE FOR YOUR BUSINESS? If Yes, type "YES". If No, describe your payment schedule in the field provided. Yes 7 WHAT IS THE STANDARD LEAD TIME FOR RECEIPT OF PRODUCTS AFTER ORDER IS RECIEVED (ARO), IN DAYS? Provide your answer in number of DAYS after receipt of order (ARO). In-stock products are typically delivered within 2-5 business days. 8 ACCOUNT MANAGER NAME Please indicate the name of the account manager we should speak to with concerns about the products and/or services in this proposal. Robert Marconi, VP SLED Sales 9 ACCOUNT MANAGER EMAIL sledcontracts@connection.com 1 0 ACCOUNT MANAGER PHONE (800) 800-0019 1 1 PAYMENT REMITTANCE ADDRESS GovConnection, Inc. PO Box 536477 Pittsburgh, PA 15253-5906 Remit@connection.com 1 2 PAYMENT REMITTANCE PHONE (800) 800-0019 1 3 CONTRACT/PURCHASE ORDER/QUOTE EMAIL Vendors may choose to have purchase orders emailed to them in PDF format in lieu of having them faxed or mailed. To elect this option, please offer the preferred email address in the accompanying field. This email address will apply to any purchases from your company, so the use of a generic email address is suggested, such as bids@companyname.com or purchaseorders@businessname.com. sledcontracts@connection.com 1 4 CONTRACT/PURCHASE ORDER/QUOTE FAX NUMBER, IF APPLICABLE If applicable, please provide a fax number to send orders and quote requests. (603) 683-1104 Vendor: GovConnection, Inc.25-06 Addendum 3Page 5 of 38 pages 1 5 REQUIRED REFERENCE QUOTE OR CONTRACT NUMBER, IF APPLICABLE Enter your quote or contract number and/or any other information our staff would need provide on the face of purchase orders in order to receive discount percentages and contract pricing. N/A 1 6 COMPANY WEBSITE ADDRESS, IF APPLICABLE www.connection.com 1 7 HOW WERE YOU NOTIFIED OF THIS BID OPPORTUNITY? In order to verify the efficiency of communication tools used to notify vendors of bidding opportunities, we ask that you provide us with the manner in which you received notification of this request for bid/proposal. Email notification 1 8 REFERENCE 1 Please provide the reference of a school and/or business who have utilized the same equipment/products within the last two years. Include: Entity Name Contact name and title Contact phone number and email address Contact city and state Years of service provided Description of services/products provided Annual volume of business handled for the customer • South Dakota Board of Regents • Karen Bravek, Purchasing Manager • Phone: (605) 688-4451, Email: Karen.Bravek@sdstate.edu • Brookings, SD • 5 years • Full catalog of Connection's solutions • $1,076,190.27 1 9 REFERENCE 2 Please provide the reference of a school and/or business who have utilized the same equipment/products within the last two years. Include: Entity Name Contact name and title Contact phone number and email address Contact city and state Years of service provided Description of services/products provided Annual volume of business handled for the customer • Whiteriver USD 20 • Pierre Dehombreux, Director of Information Technology Services • 928-358-5720 / PDehombreux@wusd.us • Whiteriver, Arizona • 11 Years • Full catalog of Connection's solutions • $304,872.00 Vendor: GovConnection, Inc.25-06 Addendum 3Page 6 of 38 pages 2 0 REFERENCE 3 Please provide the reference of a school and/or business who have utilized the same equipment/products within the last two years. Include: Entity Name Contact name and title Contact phone number and email address Contact city and state Years of service provided Description of services/products provided Annual volume of business handled for the customer • City of Long Beach • Rob Centeno - Deputy Director • Phone: (562)-570-5553, Email: rob.centeno@longbeach.gov • Long Beach, CA • 12 Years • Full catalog of Connection's solutions • $2,593,079.34 2 1 THE U.S. STATE YOUR PRINCIPAL PLACE OF BUSINESS IS LOCATED. New Hampshire 2 2 RECIPROCITY For Businesses not located in Texas: Does your state of residence or incorporation require out-of-state bidders to underbid vendors residing in your state by a prescribed amount or percentage to receive a comparable contract? If Yes, please input that percentage; If No, please leave the adjacent field blank. No response 2 3 PARTIAL AWARD ACCEPTANCE REGION 4 ESC retains the right to award this contract in such a manner that it receives the best overall value for the goods and/or services requested in this request for proposal or bid, which may include awarding to multiple vendors. I understand. 2 4 PURCHASE ORDER POLICY REGION 4 ESC purchases tangible goods and services through the use of approved Purchase Orders. Vendors are highly discouraged from sending products, and/or performing services without prior receipt of an approved District Purchase Order. While campuses and departments may call for quotes and information, please be advised the District is not obligated to pay for any services and/or products ordered via telephone or email in without the presence of a properly executed Purchase Order. I understand. 2 5 ADDENDA NOTIFICATIONS Any addenda to this proposal will be issued electronically through this system. It is vendor's responsibility to review addenda upon e-mailed notice and retract/amend their submission as deemed necessary. REGION 4 ESC may choose to mark a proposal received prior to the issuance of an addendum as non-responsive should REGION 4 ESC, in its sole determination, finds the addendum to be of such material change that it warrants such determination. If such proposal is found non-responsive, REGION 4 ESC will not consider the proposal for evaluation or further consideration. I understand. Vendor: GovConnection, Inc.25-06 Addendum 3Page 7 of 38 pages 2 6 How does the Offeror handle returns and restocking? Describe the return policy, restocking fees, and how these processes are managed. • If any problems or discrepancies are discovered, the Region 4 ESC member should notify their Account Manager within 30 days of purchase, to return incorrect or defective product, for repair, credit or replacement, for up to 30 days from the date of receipt. The Contractor agrees to pay all shipping costs for the return shipment. Contractor shall be responsible for arranging the return of the defective or incorrect material. • After this period, the individual manufacturer's warranty/return policy will come into effect. • Within 30 days, all non-defective returns authorized by Connection, whether opened or unopened, will not be assessed a restocking fee, and must be authorized for return within 30 days from date of receipt • After the 30-day period, a 15% restocking fee will be charged. • Certain items such as CTOs, BTOs and Software are not returnable, except for defects requiring repair under warranty. 2 7 How does the Offeror respond to emergencies? Please outline the emergency response process for urgent orders. Connection can ensure that in the event of a Region 4 ESC emergency situation or immediate need, our Single Point of Contact and Account Manager will be available 24 hours a day, 7 days a week to assist in any way possible in order to initiate the order process. Based on the urgency, expedited shipping can be offered for an additional charge. In addition, Corey Petersen, Director of SLED Sales, will also be available to assist. Contact Information for Corey is as follows: Phone: 800-800-0019 ext. 75554 Cell Phone: 605-659-6442 Email: corey.petersen@connection.com 2 8 What is Offeror's average Fill Rate? Connection maintains a same day order fulfillment rate for in-stock, pick and ship products of 99.5%. • Order Accuracy: 99.998% • Delivery time frame: In-stock products are typically delivered within 2-5 business days. 2 9 What is the Offeror's history of meeting delivery timelines? Provide the vendor's average on-time delivery and fill rates. Connection maintains a 97% on-time delivery. Our orders are filled with a 99.998% accuracy rate, and we ship 97% of our orders on the day that those orders are printed. 3 0 How does the Offeror ensure product/service quality? Describe the quality standards and warranty options for products/services. Connection employs a comprehensive, multi-faceted approach to ensure the quality of the products and services it delivers. This includes defined return and warranty policies, robust customer satisfaction tracking, layered support and escalation mechanisms, and contractual commitments to quality and transparency. Warranty terms for each product/service are primarily sourced from the manufacturer; Connection acts as the facilitator in honoring these standards rather than specifying unique, company-wide warranty enhancements. 3 1 Describe Offeror's customer service/problem resolution process. Include hours of operation, number of services, etc. The first point of contact to resolve any customer service issue is your dedicated Account Manager. If there is a problem that your Account Manager is unable to resolve, issues are immediately escalated up the sales management chain. Escalation Team Contacts: * Corey Peterson, Director of SLED Sales Phone: 800-800-0019 ext. 75554, or 605-659-6442 * Bob Marconi, VP SLED Sales Phone: 800-800-0019 ext. 33331 * Lisa Reid (Trisciani), VP Field Sales Phone: 800-800-0019 ext. or 603-533-0916 When informed of a potential issue, they commit to respond within 2 hours to address the situation. Connection is available to Region 4 ESC members, 24 x 7, and have included the following contact for after-hour emergencies: Corey Petersen, Director SLED Sales Phone: 800-800-0019 ext. 75554 Cell: 605-659-6442 Email: corey.petersen@connection.com Additionally, there is a Connection Customer Care Center located in Keene, NH 888-213-0259 M-F 8:30am to 6:30pm, ET Vendor: GovConnection, Inc.25-06 Addendum 3Page 8 of 38 pages 3 2 Describe Offeror's invoicing process. Include payment terms and acceptable methods of payments. Offerors shall describe any associated fees pertaining to credit cards/p-cards. Customer invoicing is done daily for all shipped orders. Special development & processing may be required to generate invoices on a monthly basis. Invoices can be generated electronically and will become available to the customer via our B2B portal. Connection will not charge additional fees for P-card/Credit Card payment processing. Connection's payment terms are Net 30, by ACH, check or wire. Credit cards may be used for payment at the time of order. Net 30 accounts may not be paid by credit card. Connection can accept payments several different ways. • Credit or Procurement Cards: Connection accepts all credit or procurement cards (“P- Cards”) issued by an established and accredited bank, either online or over the phone. • Purchase Order: A purchase order with net terms may be provided. Bill to information is stored so that all invoices are directed to the exact location the customer requires. • EDI and electronic transfers. • Check payment 3 3 How will the Offeror ensure smooth contract implementation? Describe the transition plan for customers adopting the Offeror's goods/services. By continuing to partner with Connection, Region 4 ESC will have a seamless, zero-downtime transition to the new contract, with the same pricing as the current contract live on Day One in the e-procurement site. Success relies on open collaboration: Region 4 ESC will help identify needs, set system preferences, provide feedback, and communicate openly. Connection will deliver tailored contract training, develop a joint transition plan with key milestones, and promote the contract through multiple channels. Ongoing support includes sales team training, weekly calls, quarterly reviews, and flexible process updates to ensure continuous improvement, transparency, and a positive partnership. 3 4 Describe the financial condition of Offeror. With $3 billion dollars of buying power, Connection has priority access to the biggest IT brands in the industry— granting us the ability to maximize product availability. Connection is part of the Connection family of PC Connection, Inc. As such, we offer a financially stable, Fortune 1000 company you can count on. Connection has the financial ability and breadth of resources to meet all the requirements outlined within your RFP. All financial reporting for Connection Public Sector Solutions is made through our parent company PC Connection, Inc. The most current corporation financial statements and annual reports can be read at http://ir.pcconnection.com. 3 5 Provide a website link in order to review website ease of use, availability, and capabilities related to ordering, returns and reporting. Describe the website’s capabilities and functionality. Region 4 ESC-specific pricing and website can be viewed at www.govconnection.com using the login and password listed below. Login: region4bid@pcc.ide Password: Connection321. Connection delivers a robust, secure, and customizable online order management system for Region 4 ESC. Our e-commerce platform streamlines IT purchasing, offers contract-specific pricing, and restricts orders to approved products only. Unique contract codes prevent unauthorized orders—both for end-users and Connection representatives. The B2B site supports standardization, cost control, and efficiency, with customizable dashboards and agency-approved product catalogs. Over 425,000 discounted technology items are available, and real-time reporting and purchasing authorization controls boost productivity while reducing paperwork and unauthorized spend. 3 6 Describe the Offeror’s safety record. Connection’s most recently stated Experience Modification Rate (EMR) and OSHA Incident Rate are as follows: 2024 Experience Modification Rate (EMR): 0.53 2024 OSHA Incident Rate: 0.21. 3 7 Provide a brief history of the Offeror, including year it was established and corporate office location. Please also provide experience providing similar products and services. Connection was founded in 1982 by Patricia Gallup and David Hall to provide “a better way to buy information technology products,” offering expert advice, superior service, and competitive pricing. Originally known as PC Connection, the company quickly grew with the expanding personal computer market, evolving into a Fortune 1000 technology solutions provider with a strong, customer-focused model. In 2016, all subsidiaries unified under the “Connection” brand, streamlining offerings across public sector, business, and enterprise clients. Connection’s corporate headquarters are in Merrimack, NH, with legal and administrative offices in Rockville, MD, plus offices nationwide. The company also operates an ISO 9001:2015-certified Technical Integration and Distribution Center in Wilmington, OH. Vendor: GovConnection, Inc.25-06 Addendum 3Page 9 of 38 pages 3 8 What is the Offeror's reputation in the industry? Provide a brief description of the vendor's standing and reliability in the market. Connection has a strong reputation in the industry, bolstered by over four decades of experience. Connection's service quality is highly regarded, as indicated by a company-wide Net Promoter Score (NPS) of 79, which significantly exceeds industry norms. They maintain long-standing relationships with manufacturers, possess deep expertise in the public sector, and have a robust support and escalation structure tailored for complex technology environments. The company has been recognized on the Fortune 1000 list for 25 consecutive years and has received several accolades, including being named one of the “World’s Most Trustworthy Companies” by Newsweek for three years running. Additionally, Forbes has twice named Connection as “America’s Best-in-State Employers” and recognized them as one of “America’s Most Trustworthy Companies.” They have also been included in Businessweek's listing of the “Top 100 Technology Companies. 3 9 Are the Offeror's products/services well regarded? Please describe how the Offeror's products and services are perceived by customers. You are welcome to include any customer reviews or feedback to illustrate your response. Connection's products and services are well regarded in the IT industry. Connection’s company's service quality is highlighted by a commendable Net Promoter Score (NPS) of 79, as of Fall 2024, significantly above industry norms. This score reflects strong customer satisfaction and loyalty, demonstrating a positive perception of their offerings among clients. Moreover, Connection benefits from long-standing relationships with manufacturers & possesses extensive public sector expertise. Connection’s support & escalation structure are designed to cater to complex & mission-critical technological environments, further enhancing customer trust & reliability in our product & services delivery. Connection emphasizes a customer-centric approach, including dedicated account teams & custom procurement portals aimed at improving user satisfaction & maximizing adoption. Any negative experiences are managed proactively, with alternative solutions offered in rare case-specific circumstances. 4 0 Describe if distributors/dealers/resellers/subsidiaries/partners ("affiliates") will be used to fulfill the contract. Submit a list of those affiliates authorized to sell under the proposed contract. Where and how does Offeror propose to maintain an authorized affiliate list so it may be accessed by Participating Agencies? How often does the supplier propose to update the affiliate list? Confirm the Offeror reviews the financial health, debarment status and overall general capacity of authorized affiliates. Offerors who us authorized affiliates are responsible for ensuring authorized affiliates are performing in accordance with the contract. Connection delivers nationwide installation and a full suite of professional technology services—including data center, cloud, security, mobility, networking, software, and lifecycle support—to Region 4 and its member businesses. Backed by over 425,000 products and strong vendor partnerships, Connection's Account Managers and technical experts can support projects of any size and scope. When specialized expertise or geographic coverage is needed, Connection leverages a national network of more than 100 thoroughly vetted service partners to expand their capabilities. These partners are carefully selected and onboarded to provide additional services as required, and as part of the partner selection process Connection reviews financial stability, debarment status and other factors including overall capacity and quality. Subcontractors are typically engaged only when necessary for certain projects; standard product or direct sales generally do not involve third parties. Clients access these partner resources through Connection’s services team, which conducts an initial scoping call to determine project needs and assign the most suitable resources for projects requiring our partner services. 4 1 Describe the experience and qualifications of key employees. Connection’s sales force is our customers’ lifeline, so we prioritize ongoing training and development. New Account Managers complete three months of in-depth onboarding before assignment. Our team benefits from regular manufacturer-led education, certifications from industry leaders like HP, Cisco, VMware, and Microsoft, and ongoing professional development in communication, technology, and compliance. With over 140 experienced sales professionals and a Technology Solutions Group holding 2,500+ technical certifications, we align expertise to deliver responsive customer support, competitive solutions, and guidance across all major manufacturers. Vendor: GovConnection, Inc.25-06 Addendum 3Page 10 of 38 pages 4 2 Describe Offeror's experience working with the government sector. Connection has achieved industry leadership by consistently upholding rigorous standards of quality across our people, products, partnerships, & technology. Even as we continue to grow, customer satisfaction remains at the heart of our success. With a wide selection of product offerings, skilled marketing support, & a recognized track record for delivering comprehensive service, Connection consistently upholds its award-winning reputation. Connection addresses the fundamental business challenges of IT projects by first understanding each customer’s unique needs & core issues. Our staff will identify & recommend the most appropriate solutions, tailoring services to meet specific requirements, ensuring comprehensive knowledge transfer so customers can confidently maintain self-sufficiency. Following implementation, Connection provides ongoing maintenance & support to extend the reliability & lifecycle of each solution, helping customers maximize the value of their IT investments. 4 3 Describe any past or present litigation, bankruptcy, reorganization involving supplier. From time to time, GovConnection, Inc. dba Connection Public Sector Solutions or Connection is party, as plaintiff or defendant, to various types of legal proceedings, audits and claims, which arise in the ordinary course of business. Publicly available information on material matters, if any, is as reported in our SEC filings located at https://ir.connection.com 4 4 Provide Offeror's expertise in working with public sector and understanding of the unique technical regulatory requirements. Connection brings proven expertise serving thousands of public sector customers nationwide, including K–12, higher education, and government agencies for over 40 years. Specialized public sector teams understand complex technical and regulatory needs—delivering contract-compliant eCommerce solutions, robust security aligning with federal and state mandates (FERPA, CIPA, CJIS, HIPAA), and accessible (ADA/WCAG) platforms. Solutions support procurement transparency, audit readiness, and asset control. Managed, cloud, and lifecycle services are tailored for public agencies. Connection continually monitors regulatory updates to ensure customer compliance and secure, efficient operations. 4 5 Indicate if Offeror is licensed to do business in all 50 states. Yes No 4 6 Value Add - Provide any additional information related to products and services Offeror proposes to enhance and add value to the Contract. Connection has submitted a detailed Value Added Services document with our response attachments. 4 7 For Non-Normal Working Hours, indicate if there is a minimum charge of hours and what the number of hours is. If any after hours services are needed, Connection will put members in contact with the manufacturer or warranty servicing entities that are the best fit to rectify any issues you may be experiencing. Non-normal working hours may incur a fee, dependent on the situation and will be determined on a case by case basis. Vendor: GovConnection, Inc.25-06 Addendum 3Page 11 of 38 pages 4 8 How does the Offeror price their products or services? Is pricing based on a discount from a manufacturer's price list, catalog, or a fixed price? Include price and product, service, and/or solutions lists with the following information, if applicable: manufacturer or other part number, product/service description, manufacturers suggested or another list price, and net price. Connection has created an online purchasing portal that includes our full inventory of products & services at Region 4 ESC’s Account Specific Pricing Discounts for the current contract. Connection proposes to keep the current pricing model & structure – ensuring a seamless transition between the current agreement & new contract, with minimal disruption to Region 4 members who are already familiar with our pricing & online purchasing portals. Contract pricing is based on fixed discounts from our standard web catalog list price. Pricing is available via our online purchasing portal, located at www.govconnection.com. Login: region4bid@pcc.ide Password: Connection321. Pricing will be dynamic & based on the publicly available list prices at the time of order. The proposed discounts will remain firm for the term of the contract. If a percentage discount causes the sell price to fall below our standard cost, the sell price shall be adjusted & honored at Connection’s standard cost. 4 9 Describe any shipping charges (where applicable). Connection ships 99% of in-stock items same day. FREE FOB, ground shipping is offered on most products, except heavyweight, expedited, or hazardous materials. Region 4 ESC members get a wide range of delivery options: overnight, second day, ground, time-definite, and truckload. Standard carriers include USPS, UPS, FedEx, Roadway, and Yellow; "Ground Best Way" services are used as appropriate. For heavyweight (single item >150 lbs or multiple >300 lbs) or DIMM (large size/weight ratio) orders, discounted shipping and special service charges (liftgate, inside delivery, appointments) are added to invoices. BOT (Alaska/Hawaii) incurs extra fees, quoted case by case. Specialized services, including inside delivery, package removal, and setup, are available upon request through your Account Manager. 5 0 Provide pricing for warranties on all products and services. All products and services will ship with their base warranty in place, Connection does offer extended warranties on most of our available products, please contact your dedicated account manager to discuss available options and all warranties and service plans will be list minus 7% per our Products and Pricing page. 5 1 Describe any return or restocking fees. If an issue is discovered, the Region 4 ESC member will notify their Account Manager within 30 days to return the defective product, for repair, credit or replacement. After 30 days, the individual manufacturer's warranty/return policy will come into effect. All authorized non-defective returns within 30 days of receipt will not be subject to a restocking fee. After 30 days, a 15% restocking fee will be charged. Returned items must be 100% complete, contain ALL original boxes and packing material, have original UPC codes on the manufacturer's packaging, contain all blank warranty cards, accessories, and documentation provided by the manufacturer. Authorization for return may be obtained by calling your Account Manager. Members will be issued a Return Merchandise Authorization (RMA), valid for 10 days. Failure to return a product within the 10-day authorization period will be deemed to be an acceptance of the product. Exceptions may be made on a case-by-case basis. 5 2 Are there additional discounts or rebates for larger orders or other factors? Please describe any potential savings based on volume, annual spending, or other incentives. In addition to the aggressive pricing proposed herein, Connection will work with manufacturers and internal programs to apply a volume discount for orders of six (6) or more of the same item. As manufacturer practices and pricing vary widely, this offer is dependent upon the manufacturer and their ability to offer volume discounts. These opportunities will be pursued, and Connection will pass along discounts when available. 5 3 How can the Offeror ensure contract pricing? How can customers verify that they are getting the agreed-upon contract prices? There is the possibility of further discounts depending on project, order size and other factors. Please work with your dedicated account manager to discuss options. As manufacturer practices and pricing vary widely, this offer is dependent upon the manufacturer and their ability to offer volume discounts. These opportunities will be pursued, and Connection will pass along discounts when available. Vendor: GovConnection, Inc.25-06 Addendum 3Page 12 of 38 pages 5 4 How will price updates be handled? Describe the frequency and method for price adjustments during the contract term. Pricing will be dynamic and based on these publicly available list prices at the time of order and based on discounts off of our standard Web Catalog List Price. The offered discount will remain firm for the term of the contract. 5 5 How are future product introductions priced? Explain how new products or services introduced during the contract will align with current pricing? Future product introductions will be priced at the same category discounts offered within this response. We are continuously expanding our product portfolio to meet the specific needs of our customers and to offer the latest advancements in technology. In the event of a new product categories being added during the contract term, Connection is open to negotiation with OMNIA to establish a pricing guideline. 5 6 Describe any diversity programs or partners supplier does business with and how Participating Agencies may use diverse partners through the Master Agreement. Indicate how, if at all, pricing changes when using the diversity program. If there are any diversity programs, provide a list of diversity alliances and a copy of their certifications. Connection utilizes numerous small, disadvantaged, minority-owned, women-owned, HUB Zone businesses, when possible. Each situation will be analyzed, & the partner that best fits the needs of each customer will be used when possible. Connection has a Federal Government Approved Small Business Subcontracting Plan valid for FY2025, committing subcontracting dollars to small business concerns that are diverse partners. Participating Agencies may utilize diverse partners via the Master Agreement in several ways: • Agencies can request the use of specific diverse partners or set additional diversity requirements as part of a supplemental agreement, over and above the minimums set in the Master Agreement. • Pricing is analyzed for each project at time of project scoping. Contract pricing is not affected by the use of a diverse supplier. • The terms and pricing established under the Master Agreement are the same for all Participating Public Agencies, ensuring consistency and compliance. 5 7 Minority Women Business Enterprise Certification If yes, list certifying agency. N/A 5 8 Small Business Enterprise (SBE) or Disadvantaged Business Enterprise (DBE) Certification If yes, list certifying agency. N/A 5 9 Historically Underutilized Business (HUB) Certification If yes, list certifying agency. N/A 6 0 Historically Underutilized Business Zone Enterprise (HUBZone) Certification If yes, list certifying agency. N/A 6 1 Other recognized diversity certificate holder If yes, list certifying agency N/A Vendor: GovConnection, Inc.25-06 Addendum 3Page 13 of 38 pages 6 2 Describe how Supplier will transition any existing Public Agency customers’ accounts to the Master Agreement available nationally through OMNIA Partners. Include a list of current cooperative contracts (regional and national) Offeror holds and describe how the Master Agreement will be positioned among the other cooperative agreements. By partnering with Connection, the transition of any existing Public Agency customers’ accounts to the Master Agreement will be seamless. Contract pricing will be integrated within the online portal for Omnia and Region 4 ESC and will be available on Day One of the new contract, resulting in no downtime. At that point, Connection will reach out to members to discuss the new Master Agreement and their individual, dedicated e-commerce sites. The following list is a sampling of Connection’s contract launch activities used to transition accounts to the new Master Agreement: • Set up strategy sessions with the Omnia field team • Targeted call campaigns for each state talking about the value of the Region 4 ESC/Omnia Partners contract; • Set up customized websites for e-Procurement and B2B customers; • Provide marketing and information about Region 4 ESC/Omnia Partners for regional and national shows and summits; • Educate and work with major and emerging technology manufacturers with Region 4 ESC/Omnia Partners; • Create member specific agreements using the baseline of the Master Agreement; • Create special bundles and vertical specific solutions under the Master Agreement • Partner with other key Omnia Partners contract holders, i.e. Carahsoft, Grainger, etc. to bring complete, dynamic offerings to members; • Support all Omnia Partners regional summits as a top supplier; • Work with Omnia Partners executive team on development of an Amazon like Marketplace specific to Education and State and Local. By partnering with Connection, the transition of any existing Public Agency customers’ accounts to the Master Agreement will be seamless, efficient and done with ease. Contract pricing will be integrated within the Connection-created e- Procurement Omnia and Region 4 ESC and will be available on Day One of the new contract, resulting in no downtime. Connection will reach out to members to discuss the new Master Agreement and their individual, dedicated e-commerce sites. Our sales force is instrumental in informing customers of the benefits of this Master Agreement and its ease of use. Each member that has a current interest in exploring the benefits further will work with the Account Manager or Business Development Manager to further define the member’s needs and how this Master Agreement can satisfy them. Connection will target certain manufacturers to create Omnia Partners specific solutions and pricing, allowing for acquisition savings for Omnia Partners members. We will also educate customers on strategic procurement initiatives around enterprise services and solutions to provide opportunities to leverage competing technologies and manufacturers to obtain the best possible value. Connection has more than twenty (20) years’ experience successfully supporting and promoting both State and Local Education (SLED) and Federal cooperative and consortium contracts. Listed below is a sampling of Connection’s current SLED consortium / cooperative contracts. National and Multi-state Contracts that Connection holds include the below agreements. Additionally, we hold hundreds of public sector contracts supporting customers of all sizes, both as a contract owner and reseller of some of our major OEMs: • MISBO • Vizient (Novation) IT-0033 • PEPPM 2022 Supplemental Catalog Bid – PA General HW & SW Category - #532462-004 • Buy Board Cooperative Purchasing 759-25 • Buy Board Cooperative Purchasing 760-25 • Equalis-Region 10 EQ-013120-01A • 791 Purchasing Cooperative 202303002 • Harris County DOE/Choice Partners 25/018MF-26 • OMNIA Partners/Region 4 ESC Technology Solutions, Products & Services R210402 • NCPA: National Cooperative Purchasing Alliance NCPA 01- 144 • Axia Cooperative 240025 6 3 Acknowledge Supplier agrees to provide its logo(s) to OMNIA Partners and agrees to provide permission for reproduction of such logo in marketing communications and promotions. Acknowledge that use of OMNIA Partners logo will require permission for reproduction, as well. Yes No Vendor: GovConnection, Inc.25-06 Addendum 3Page 14 of 38 pages 6 4 Confirm Supplier will be proactive in direct sales of Supplier’s goods and services to Public Agencies nationwide and the timely follow up to leads established by OMNIA Partners. All sales materials are to use the OMNIA Partners logo. At a minimum, the Offeror's sales initiatives should communicate: Master Agreement was competitively solicited and publicly awarded by a Principal Procurement Agency Best government pricing No cost to participate Non-exclusive Yes No 6 5 Confirm Offeror will train its national sales force on the Master Agreement. At a minimum, sales training should include: Key features of Master Agreement Working knowledge of the solicitation process Awareness of the range of Public Agencies that can utilize the Master Agreement through OMNIA Partners Knowledge of benefits of the use of cooperative contracts Yes No 6 6 Provide the name, title, email and phone number for the person(s), who will be responsible for: Executive Support Marketing Sales Sales Support Financial Reporting Accounts Payable Contracts Executive Support: Robert Marconi, Vice President SLED Sales 800-800-0019 ext. 33331, Bob.marconi@connection.com Marketing: Autumn Terzopoulos Marketing Manager – Segment Marketing 800-800- 0019 ext., Autumn.Terzopoulos@connection.com Sales: Corey Petersen, Dir. SLED Sales 800-800-0019 ext. 75554, Corey.petersen@connection.com Sales Support: Corey Petersen, Dir. SLED Sales 800-800-0019 ext. 75554, Corey.petersen@connection.com" Financial Reporting: D'Arcy Mello, Mgr SLED Contracts 800-800-0019 ext 33811, darcy.mello@connection.com" Accounts Payable: Sharon Furtado, Director of Credit and Collections 800-800-0019 ext 2058. sharon.furtado@connection.com" Contracts: D'Arcy Mello, Mgr SLED Contracts 800-800- 0019 ext 33811 Vendor: GovConnection, Inc.25-06 Addendum 3Page 15 of 38 pages 6 7 Describe in detail how Supplier’s national sales force is structured, including contact information for the highest-level executive in charge of the sales team. Connection’s sales team is among the most experienced in the industry. We foster lasting customer partnerships by offering both primary and secondary points of contact — ensuring members have access to knowledgeable professionals who understand the specific needs of public sector IT leaders. Your dedicated Account Manager (AM) and Business Development Manager (BDM) collaborate closely with a team of specialists to support every aspect of your IT initiatives, from assessment and planning to design and implementation. They also assist with day-to-day transactions and the effective management of all relevant contract purchasing vehicles. Our team supports customers nationwide and is backed by the full support of the entire Connection executive team. Account Managers, Sales Managers, Sales Directors and our Acquisition Sales team are our inside sales force, and report to Robert Marconi, Vice President SLED Sales. The sales and services team collaborate with our manufacturers, partners, and internal experts to act as dedicated advocates for our customers. They focus on driving cost savings, enhancing service quality, and managing daily orders as well as marketing and sales activities. Connection Public Sector Solutions’ National Inside Sales Force Breakdown • Account Managers: 132 • Sales Managers: 11 • Acquisition Sales: 8 Business Development Managers report to Lisa Trisciani, Vice President Field Sales. BDMs are our outside sales force, providing sales, marketing, and product demonstrations, maintaining a local field presence within their assigned community. Vertical Alliance Managers report directly to Bob Marconi, Vice President SLED Sales and serve as an education strategist working with schools and districts around the country to: • Drive strategic initiatives • Provide strategic planning support for implementations of technology in the classroom for teaching and learning • Share experiences from other districts on how they are solving today’s education challenges • Focus on ensuring that customers get the right solutions to fit their specific needs • Carefully vet out solutions for our K-12 / HIED catalog and focus only on solutions that have the potential to positively impact the student’s outcome Connection’s national Field Sales Force Breakdown: • Business Development Managers: 18 • Vertical Alliance Managers: 3 Executive Contact Information: • Larry Kirsch, President, Phone: 800-800-0019 ext. 33020; Email: larry.kirsch@connection.com • Robert Marconi, Vice President SLED Sales, Phone: 800-800-0019 ext. 33331; Email: bob.marconi@connection.com • Lisa Trisciani, Vice President SLED Field Sales, Phone: 800-800-0019 ext. 77896; Cell: 603-533-0916; Email: lisa.trisciani@connection.com • Corey Petersen, Director, SLED Sales, Phone: 800-800-0019 ext. 75554; Email: corey.petersen@connection.com 6 8 Explain in detail how the sales teams will work with the OMNIA Partners team to implement, grow and service the national program. In addition to the strategies highlighted in the Marketing section, Connection offers a comprehensive suite of solutions to support the implementation, growth, and ongoing success of national programs. We employ a range of approaches to keep customers updated on new products and developments. As we maintain no ownership ties with our partners, we are positioned to provide the most objective, cost-effective, and up-to-date technology recommendations to Region 4 ESC and OMNIA members. Our strong partnerships also enable us to deliver technology road maps for key products whenever available. Below is a summary of methods we use to keep Region 4 ESC informed about new offerings: Product Technology Road Maps: Manufacturer representatives and Subject Matter Experts deliver detailed presentations on current and emerging technologies, road maps, and best practices, either in person or via WebEx. Product Demonstrations: Upon request, Connection and our OEM partners can provide hands-on demonstrations of new products. Lunch & Learns: We organize catered, multi- customer events where vendor partners present on the latest products and technological advancements. Speed Training or One-to-Many Events: We coordinate sessions where vendor partners provide concise updates on new technologies or offerings. Attendees rotate through a series of short, focused presentations, with opportunities to schedule follow-up discussions. Vendor Fairs: Connection manages events ranging from four to six hours in length, allowing attendees to visit vendor booths at their convenience and learn about available solutions through direct interaction with vendor representatives. Onsite Visits: Our Business Development Managers visit customer locations to understand upcoming projects, recommend suitable vendor partners, and arrange for subject matter experts to provide tailored solutions. Training: We provide guidance on leveraging your B2B website, including training on customization and sharing best practices based on proven customer use cases. We continuously assess and expand our technology offerings, introducing new products and services as they become available or in response to customer needs. Vendor: GovConnection, Inc.25-06 Addendum 3Page 16 of 38 pages 6 9 Explain in detail how Offeror will manage the overall national program throughout the term of the Master Agreement, including ongoing coordination of marketing and sales efforts, timely new Participating Public Agency account set-up, timely contract administration, etc. By continuing our long term partnership with Connection, the transition to the new contract will be seamless. The contract pricing that we are proposing to stay the same, is already integrated within the existing e-procurement site and available on Day One of the new contract, resulting in no downtime for Region 4 or OMNIA members. As part of our long term partnership with OMNIA, contract training is required by the Connection sales team, the management team, the vendors, manufacturers, and the contract managers. Connection commits to continuously train and aggressively promote the Region 4 and OMNIA contracts. Ongoing OMNIA contract training required by Connection include: • Regional team meetings for AMs and AAMs • Online webinars for Business Development Managers and remote Account Managers • Onsite manufacturer training sessions with each of the highlighted partners • Repository available for OMNIA collateral and tutorial Communication and marketing of the awarded contract will be done verbally, with all existing and new customers, as well as in the following ways: • Co-branded email communication to entire Connection’s education and state and local agencies lists highlighting contract and special offers for members • Listings on www.connection.com contracts page linking to customized OMNIA and Region 4 contract webpages • Social media campaign to increase awareness of contract • Webinars with OMNIA and/or Region 4 members custom collateral 7 0 State the amount of Supplier’s Public Agency sales for the previous fiscal year. Provide a list of Supplier's top 10 Public Agency customers, the total purchases for each for the previous fiscal year along with a key contact for each. Please see the pre-audit sales data listed below for the previous fiscal year of 2024. Please see Connection’s top 10 Public Agency customers listed also listed below. Contact information can be provided upon award. Division 2024 Sales PSG Total $ 600,000,000.000 This information below is proprietary and should only be used for the purpose of evaluating the proposal. Brevard County School District $27,883,729 Hillsborough County School District $32,190,105 University of South Florida $16,490,737 Yale University $18,695,143 Auburn University $16,767,995 Southern New Hampshire University $12,440,248 University of Central Florida $10,393,562 Clay County School District $9,186,681 City of Atlanta $11,286,807 NY Department of Education $8,839,708 7 1 Year 1 - Provide the Contract Sales (as defined in Section 12 of OMNIA Partners Administration Agreement) that Supplier will guarantee each year under the Master Agreement for the initial three years of the Master Agreement ("Guaranteed Contract Sales"). To the extent Supplier guarantees minimum Contract Sales, the Administrative Fee shall be calculated based on the greater of the actual Contract Sales and the Guaranteed Contract Sales. 7 2 Year 2 - Provide the Contract Sales (as defined in Section 12 of OMNIA Partners Administration Agreement) that Supplier will guarantee each year under the Master Agreement for the initial three years of the Master Agreement To the extent Supplier guarantees minimum Contract Sales, the Administrative Fee shall be calculated based on the greater of the actual Contract Sales and the Guaranteed Contract Sales. 7 3 Year 3 - Provide the Contract Sales (as defined in Section 12 of OMNIA Partners Administration Agreement) that Supplier will guarantee each year under the Master Agreement for the initial three years of the Master Agreement To the extent Supplier guarantees minimum Contract Sales, the Administrative Fee shall be calculated based on the greater of the actual Contract Sales and the Guaranteed Contract Sales. Vendor: GovConnection, Inc.25-06 Addendum 3Page 17 of 38 pages 7 4 Please download and thoroughly review the Scope of Work, located on the Attachments Tab. Indicate your review and acceptance. Yes 7 5 Oral Communications concerning this RFP shall not be binding and shall in no way excuse an Offeror of the obligations set forth in this proposal. Yes 7 6 Please download and thoroughly review the Terms and Conditions, located on the Attachments Tab. Indicate your review and acceptance. Yes 7 7 Not to Exceed Pricing Region 4 ESC requests pricing be submitted as not to exceed pricing. Unlike fixed pricing, the Contractor can adjust submitted pricing lower if needed but, cannot exceed original pricing submitted. Contractor must allow for lower pricing to be available for similar product and service purchases. Cost plus pricing as a primary pricing structure is not acceptable. 7 8 Provide the number, size and location of Supplier’s distribution facilities, warehouses and retail network as applicable. With $3B in buying power, Connection has priority access to top IT brands, maximizing product availability. Our 268,000 sq. ft. ISO 9001:2015-certified Wilmington, OH, facility centrally stocks our 11,000 most-ordered items and configures equipment for rapid fulfillment, shipping 6,000 to 8,000 orders daily. Inventory is replenished via daily via next-day deliveries. We also source products directly from manufacturers and major distributors—including Ingram Micro, Tech Data, D&H, and Synnex—for fast, nationwide drop-shipments, ensuring broad product access and prompt delivery for our customers. Vendor: GovConnection, Inc.25-06 Addendum 3Page 18 of 38 pages 7 9 Provide a detailed ninety-day plan beginning from award date of the Master Agreement describing the strategy to immediately implement the Master Agreement as supplier’s primary go to market strategy for Public Agencies to supplier’s teams nationwide, to include, but not limited to: i. Executive leadership endorsement and sponsorship of the award as the public sector go-to-market strategy within first 10 days ii. Training and education of Supplier’s national sales force with participation from the Supplier’s executive leadership, along with the OMNIA Partners team within first 90 days This 90-day rollout plan outlines Connection’s approach to launching the Master Agreement as the primary go-to- market strategy for Public Agencies nationwide. The strategy ensures rapid cross-team adoption, visible executive commitment, robust enablement for sales and operations, and collaboration with OMNIA Partners. Each phase includes clear objectives, action items, and deliverables to maximize contract utilization and public sector impact. Phase 1: Executive Endorsement & Internal Launch (Days 1–10) Objective: Establish the Master Agreement as the public sector priority via executive sponsorship. • Announcement: CEO and key executives issue a company-wide email and/or video, emphasizing the contract’s strategic importance, benefits, and organizational commitment. • National Town Hall: Host a virtual, all-hands meeting led by executives and public sector leadership; include OMNIA Partners to highlight partnership value. • Strategic Alignment: Share the vision, key metrics, benefits for public sector customers, and team expectations. Distribute an FAQ and a quick reference guide. Phase 2: Readiness, Enablement & Communication (Days 10–30) Objective: Equip teams, systems, and processes to operationalize the Master Agreement. • Sales Playbook: Develop and distribute a playbook covering contract details, scope, eligibility, pricing, differentiators, compliance, and quoting processes. • Targeted Communication: Segment updates for sales leaders, field/inside reps, contracts, and support teams. • Enablement Resources: Launch a digital portal housing resources—templates, FAQs, customer materials, and brand assets—aligned to the new agreement. • OMNIA Partners Onboarding: Hold planning session with OMNIA Partners leadership to sync on training, outreach calendar, and joint messaging. Phase 3: National Sales Training & Engagement (Days 31–70) Objective: Ensure consistent, contract-focused execution across all public sector-facing teams with OMNIA Partners’ direct input. • Training Modules: Deliver a series of mandatory, instructor-led webinars (live/recorded), led jointly by executives, subject matter experts, and OMNIA Partners. o Topics: contract overview, eligible agencies/use cases, sales processes, compliance, systems updates, and top customer FAQs. • Certification: Require completion of a knowledge assessment for all customer-facing staff; issue recognition (e.g., “contract champion” badges). • Deep Dives: Host vertical-specific workshops with OMNIA Partners (K12, Higher Ed, State, Local) for targeted market strategies. Phase 4: Field Activation & Performance Acceleration (Days 71–90) Objective: Drive early adoption, pipeline growth, and measure initial contract utilization. • Marketing Launch: Deploy public sector-focused collateral via email, web, and social; enable sales teams to deliver tailored outreach to key accounts and prospects. • First 50 Accounts: Rapidly target and pursue high-potential public sector opportunities to establish early contract wins; provide real-time support via rep helpdesk. • Field Reinforcement: Hold live Q&A with executives and OMNIA Partners to address in-field questions, share early wins, and reinforce success. • Measurement: Monitor pipeline activity, contract usage rates, and customer feedback; share progress in weekly leadership reviews and adjust rollout as needed. This plan ensures rapid, coordinated deployment of the Master Agreement as the core public sector strategy, leveraging cross-functional alignment, education, OMNIA partnership, and early measurable outcomes. Vendor: GovConnection, Inc.25-06 Addendum 3Page 19 of 38 pages 8 0 Provide a detailed ninety-day plan beginning from award date of the Master Agreement describing the strategy to market the Master Agreement to current Participating Public Agencies, existing Public Agency customers of Supplier, as well as to prospective Public Agencies nationwide immediately upon award, to include, but not limited to: i. Creation and distribution of a co-branded press release to trade publications ii. Announcement, Master Agreement details and contact information published on the Supplier’s website within first 90 days iii. Design, publication and distribution of co-branded marketing materials within first 90 days iv. Commitment to attendance and participation with OMNIA Partners at national (i.e. NIGP Annual Forum, NPI Conference, etc.), regional (i.e. Regional NIGP Chapter Meetings, Regional Cooperative Summits, etc.) and supplier-specific trade shows, conferences and meetings throughout the term of the Master Agreement v. Commitment to attend, exhibit and participate at the NIGP Annual Forum in an area reserved by OMNIA Partners for partner suppliers. Booth space will be purchased and staffed by Supplier. In addition, Supplier commits to provide reasonable assistance to the overall promotion and marketing efforts for the NIGP Annual Forum, as directed by OMNIA Partners. vi. Design and publication of national and regional advertising in trade publications throughout the term of the Master Agreement vii. Ongoing marketing and promotion of the Master Agreement throughout its term (case studies, collateral pieces, presentations, promotions, etc.) viii. Dedicated OMNIA Partners internet web-based homepage on Supplier’s website with: • OMNIA Partners standard logo; • Copy of original Request for Proposal; • Copy of Master Agreement and amendments between Principal Procurement Agency and Supplier; • Summary of Products and pricing; • Marketing Materials • Electronic link to OMNIA Partners’ website including the online registration page; • A dedicated toll-free number and email address for OMNIA Partners i. Connection will be able to professionally write and distribute a co-branded press release to trade publications within 90 days. ii. Connection currently has an OMNIA Partners landing page on our website. The page could be updated with an announcement, agreement details and contact information within two weeks of receiving that information. iii. Connection has a full creative department that would be able to create co-branded marketing targeted towards K-12, Higher Education and State and Local government within two weeks of award announcement. This would be distributed to our inside and field sales teams and added to the OMNIA Partners landing page on our website. We would also include these materials as collateral used in tradeshows we attend. iv. Connection has a full creative department that would be able to create co-branded marketing targeted towards K-12, Higher Education and State and Local government within two weeks of award announcement. This would be distributed to our inside and field sales teams and added to the OMNIA Partners landing page on our website. We would also include these materials as collateral used in tradeshows we attend. v. Connection commits to attending, exhibiting and participating at the NIGP Annual Forum in the OMNIA Partners reserved area. We will present a professional booth with applicable technology demos, knowledgeable booth staff and fun giveaways. vi. Connection is experienced in producing print and digital advertising and will be able to provide appropriate ads to participate in trade publications. vii. Connection is committed to promoting the OMNIA Partners Master Agreement throughout the term. Our marketing manager will work with the marketing contact at OMNIA Partners to build a relationship and work on promotion ideas and campaigns to strengthen the relationship and provide value. Connection will be able to produce professional looking case studies, collateral pieces, presentations, emails, social media and more to promote the Master Agreement. viii. As a current OMNIA Partners Master Agreement holder, we have an OMNIA Partners landing page. A link from our home page will help direct customers to this page quickly. This page can be updated, or a new page created to include all the new documents supporting the Master Agreement which would include, but are not limited to: • OMNIA Partners standard logo; • Copy of original Request for Proposal; • Copy of Master Agreement and amendments between Principal Procurement Agency and Supplier; • Summary of Products and pricing; • Marketing Materials • Electronic link to OMNIA Partners’ website including the online registration page; • A dedicated toll-free number and email address for OMNIA Partners. 8 1 GENERAL TERMS AND CONDITIONS Respondent agrees to comply with the Contract and General Terms and Conditions provided as an attachment to this online bid event. Any deviations to the Contract and General Terms and Conditions may be provided using the procedures set forth in the attribute pertaining to deviations. I certify compliance with this attribute. Vendor: GovConnection, Inc.25-06 Addendum 3Page 20 of 38 pages 8 2 DEVIATIONS TO TERMS AND CONDITIONS Any Deviation from the RFP documents, including the General Terms and Conditions, Notice to Offeror, or any other document presented with terms for consideration by the proposer MUST be documented and presented on the Deviation Form and attached to this electronic bid event via an electronic upload to the "Response Attachments" tab. In addition to indicating the requested deviations on the form, additional pages may be provided to more thoroughly explain each deviation listed on the Deviation Form. I certify compliance with this attribute. 8 3 FELONY CONVICTION NOTIFICATION State of Texas Legislative Senate Bill No. 1 Section 44.034, Notification of Criminal History, Subsection (a), states “a person or business entity that enters into an agreement with a school district must give advance notice to the district if the person or an owner or operator of the business entity has been convicted of a felony. The notice must include a general description of the conduct resulting in the conviction of a felony”. Subsection (b) states “a school district may terminate the agreement with a person or business entity if the district determines that the person or business entity failed to give notice as required by Subsection (a), or misrepresented the conduct resulting in the conviction. The district must compensate the person or business entity for services performed before the termination of the contract”. Subsection (c) states “this section does not apply to a publicly held corporation”. Use the list of values associated with this item to identify your status as it relates to this legal requirement. Not Applicable-firm is a publicly held corporation 8 4 NAME OF FELON AND NATURE OF FELONY, IF APPLICABLE If response to previous attribute was "Felon - person/owner IS a convicted felon", vendor shall give the name of the felon and details of conviction. If you did not answer "Felon - person/owner IS a convicted felon" in the previous question, type "N/A" in the respective field. N/A 8 5 CRIMINAL HISTORY RECORDS REVIEW OF CERTAIN CONTRACT EMPLOYEES Texas Education Code Chapter §22.0834 requires that criminal history records be obtained regarding covered employees of entities that contract with a school entity in Texas to provide services for that school entity (“Contractors”) and entities that contract with school entity contractors (“Subcontractors”). Covered employees with disqualifying criminal histories are prohibited from serving at a school entity. Contractors/Subcontractors contracting with a school entity shall (1) maintain compliance with the requirements of Texas Education Code Chapter 22 to the school entity; and (2) require that each of their subcontractors complies with the requirements of Texas Education Code Chapter 22. Contractors performing work at a school entity in Texas must comply with these statutes. Compliance includes providing or causing employees and sub-contractor employees to provide requested information and fingerprinting upon request. Covered employees: Employees of a Contractor/Subcontractor who have or will have continuing duties related to the service to be performed at a school entity and have or will have direct contact with students. The school entity will be the final arbiter of what constitutes continuing duties and direct contact with students at their school. I certify compliance with this attribute. Vendor: GovConnection, Inc.25-06 Addendum 3Page 21 of 38 pages 8 6 HISTORICALLY UNDERUTILIZED BUSINESS (HUB) CERTIFICATION Businesses that have been certified by the Texas Building and Procurement Commission (TBPC) or other qualified agency as Historically Underutilized Business (HUB) entities are encouraged to indicate their HUB status when responding to this proposal invitation. The electronic catalogs will indicate HUB certifications for vendors that properly indicate and document their HUB certification on this form. Select one of the available options: OPTION A: My business has NOT been certified as HUB. OPTION B: I certify that my business has been certified as a Historically Underutilized Business (HUB), and I have/will upload the certification information into the "Response Attachments" Tab located in this online bidding event. OPTION A - Not HUB 8 7 DISCLOSURE OF INTERESTED PARTIES Texas state law requires the Disclosure of Interested Parties be filed with a public entity, including regional service centers and school districts, for any contract which: (1) requires an action or vote by the governing body; or (2) has a value of $1 million or more; or (3) for any services provided that would require an individual to register as a lobbyist under TX Gov’t Code Chapter 305. NOTE: This form is not required if the vendor is a publicly-traded business entity, including a wholly-owned subsidiary of the business entity (a company in which ownership is dispersed among the general public via shares of stock which are traded via at least one stock exchange or over-the-counter market). If you are required by law to submit this form, it must be completed online at the Texas Ethics Commission website. Obtain a numbered certificate and click the link below to access the instructions and to complete this required form. Upon completion, vendors required to submit the form must attach it to the proposal via the "Response Attachments" Tab. Click here to complete the form on the Texas Ethic Commission's 1295 Form webpage. Please note: The District must verify receipt of all required 1295 forms received within 30 days on the Texas Ethics Commission website. This verification does not indicate a contract award. Contract awards will be issued via direct communication from the Region 4 ESC Purchasing Department. A contract requiring a Disclosure of Interested Parties form is voidable at any time if: (1) the governmental entity or state agency submits to the business entity written notice of the business entity's failure to provide the required disclosure; and (2) the business entity fails to submit to the governmental entity or state agency the required disclosure on or before the 10th business day after the date the business entity receives the written notice. IF UNDER LAW YOU ARE EXEMPT FROM SUBMITTING THIS 1295 FORM, PROPOSERS MUST SUBMIT A DOCUMENT THAT SHOWS PROOF OR PROVIDES EXPLANATION OF THIS EXEMPTION. THE FOLLOWING CONTRACTS ARE EXEMPT FROM THE REQUIREMENTS OF TEXAS DISCLOSURE OF INTERESTED PARTIES LAWS: • a sponsored research contract of an institution of higher education; • an interagency contract of a state agency or an institution of higher education; • a contract related to health and human services if: • the value of the contract cannot be determined at the time the contract is executed; and • any qualified vendor is eligible for the contract; • a contract with a publicly traded business entity, including a wholly owned subsidiary of the business entity; • a contract with an electric utility, as that term is defined by Section 31.002, Utilities Code; or • a contract with a gas utility, as that term is defined by Section 121.001, Utilities Code. I certify compliance with this attribute. Vendor: GovConnection, Inc.25-06 Addendum 3Page 22 of 38 pages 8 8 CONFLICT OF INTEREST QUESTIONNAIRE Region 4 Education Service Center (Region 4) is required to comply with Texas Local Government Code Chapter 176, Disclosure of Certain Relationships with Local Government Officers. House Bill 23 significantly changed Chapter 176 as well as the required disclosures and the corresponding forms. As of September 1, 2015, any vendor who does business with Region 4 or who seeks to do business with Region 4 must fill out the new Conflict of Interest Questionnaire (CIQ) if a conflict of interest exists. A conflict of interest exists in the following situations: 1) If the vendor has an employment or other business relationship with a local government officer of Region 4 or a family member of the officer, as described by section 176.003(a)(2)(A) of the Texas Local Government Code; or 2) If the vendor has given a local government officer of Region 4, or a family member of the officer, one or more gifts with the aggregate value of $100, excluding any gift accepted by the officer or a family member of the officer if the gift is: (a) a political contribution as defined by Title 15 of the Election Code; or (b) a gift of food accepted as a guest; or 3) If the vendor has a family relationship with a local government officer of Region 4. “Vendor” means a person who enters or seeks to enter into a contract with a local governmental entity. The term includes an agent of a vendor. The term includes an officer or employee of a state agency when that individual is acting in a private capacity to enter into a contract. The term does not include a state agency except for Texas Correctional Industries. Texas Local Government Code 176.001(7). “Business relationship” means a connection between two or more parties based on commercial activity of one of the parties. The term does not include a connection based on: (A) a transaction that is subject to rate or fee regulation by a federal, state, or local governmental entity or an agency of a federal, state, or local governmental entity; (B) a transaction conducted at a price and subject to terms available to the public; or (C) a purchase or lease of goods or services from a person that is chartered by a state or federal agency and that is subject to regular examination by, and reporting to, that agency. Texas Local Government Code 176.001(3). “Family relationship” means a relationship between a person and another person within the third degree by consanguinity or the second degree by affinity, as those terms are defined by Subchapter B, Chapter 573, Government Code. Texas Local Government Code 176.001(2-a). “Local government officer” means: (A) a member of the governing body of a local governmental entity; (B) a director, superintendent, administrator, president, or other person designated as the executive officer of a local governmental entity; or (C) an agent of a local governmental entity who exercises discretion in the planning, recommending, selecting, or contracting of a vendor. Texas Local Government Code 176.001(4). Individuals serving as a Member of the Board of Directors, the Executive Director, Cabinet Members, and other local government officers may be found at: https://www.esc4.net/about/about-region-4. For additional information on Conflict of Interest Questionnaire, and the statutes that mandate it, please visit the following links: Texas Local Government Code, Section 176 Texas House Bill 23 A blank Conflict of Interest Questionnaire is available by clicking: https://www.ethics.state.tx.us/data/forms/conflict/CIQ.pdf. If your firm is required to return a completed Conflict of Interest Questionnaire with your proposal submission, use the "Response Attachments" Tab to upload the completed document. I certify compliance with this attribute. Vendor: GovConnection, Inc.25-06 Addendum 3Page 23 of 38 pages 8 9 ENTITITES THAT BOYCOTT ISRAEL Pursuant to Chapter 2271 of the Texas Government Code, the Respondent hereby certifies and verifies that neither the Respondent , nor any affiliate, subsidiary, or parent company of the Respondent , if any (the “Respondent Companies”), boycotts Israel, and the Respondent agrees that the Respondent and Respondent Companies will not boycott Israel during the term of this Agreement. For purposes of this Agreement, the term “boycott” shall mean and include refusing to deal with, terminating business activities with, or otherwise taking any action that is intended to penalize, inflict economic harm on, or limit commercial relations with Israel, or with a person or entity doing business in Israel or in an Israeli-controlled territory, but does not include an action made for ordinary business purposes. EXCEPTIONS: Clause only applies to contracts and contractors that meet the following criteria: (i) Respondent is not a sole proprietorship; (ii) with 10 or more full-time employees; and (iii) with a contract to be paid a value of $100,000 or more wholly or partially from public funds of the governmental entity. I certify compliance with this attribute. 9 0 FOREIGN TERRORIST ORGANIZATIONS Section 2252.152 of the Texas Government Code prohibits Region 4 ESC from awarding a contract to any person who does business with Iran, Sudan, or a foreign terrorist organization as defined in Section 2252.151 of the Texas Government Code. Respondent certifies that it not ineligible to receive the contract. I certify compliance with this attribute. 9 1 FIREARMS ENTITIES AND TRADE ASSOCIATIONS DISCRIMINATION Respondent verifies that: (1) it does not, and will not for the duration of the contract, have a practice, policy, guidance, or directive that discriminates against a firearm entity or firearm trade association or (2) the verification required by Section 2274.002 of the Texas Government Code does not apply to the contract. If circumstances relevant to this provision change during the course of the contract, Respondent shall promptly notify Region 4 ESC. APPLICABILITY: This clause applies only to a contract that: (1) is between a governmental entity and a company with at least 10 full-time employees; and (2) has a value of at least $100,000 that is paid wholly or partly from public funds of the governmental entity. EXCEPTIONS: This clause is not required when a state Agency: (1) contracts with a sole-source provider; or (2) does not receive any bids from a company that is able to provide the written verification required by Section 2274.002(b) of the Texas Government Code. I certify compliance with this attribute. 9 2 ENERGY COMPANY BOYCOTT PROHIBITED Respondent represents and warrants that: (1) it does not, and will not for the duration of the contract, boycott energy companies or (2) the verification required by Section 2274.002 of the Texas Government Code does not apply to the contract. If circumstances relevant to this provision change during the course of the contract, Respondent shall promptly notify Region 4 ESC. EXCEPTIONS: Clause only applies to contracts and contractors that meet the following criteria: (i) a “company” within the definitions of Section 2274.001(2) of the Tex. Gov’t Code; (ii) with 10 or more full-time employees; and (iii) with a contract to be paid a value of $100,000 or more wholly or partially from public funds of the governmental entity. I certify compliance with this attribute. 9 3 CRITICAL INFRASTRUCTURE AFFIRMATION Pursuant to Government Code Section 2274.0102, Respondent certifies that neither it nor its parent company, nor any affiliate of Respondent or its parent company, is: (1) majority owned or controlled by citizens or governmental entities of China, Iran, North Korea, Russia, or any other country designated by the Governor under Government Code Section 2274.0103, or (2) headquartered in any of those countries. EXCEPTION: Clause only applies to solicitations and contracts in which the contractor would be granted direct or remote access to or control of critical infrastructure, as defined by Section 2274.0101 of the Texas Government Code, in this state, other than access specifically allowed for product warranty and support purposes. The Governor of the State of Texas may designate countries as a threat to critical infrastructure under Section 2274.0103 of the Texas Government Code. Agencies should promptly add any country that is designated by the Governor to this clause.” I certify compliance with this attribute. Vendor: GovConnection, Inc.25-06 Addendum 3Page 24 of 38 pages 9 4 OPEN RECORDS POLICY All proposals, information and documents submitted are subject to the Public Information Act requirements governed by the State of Texas once a Contract(s) is executed. If an Offeror believes its response, or parts of its response, may be exempted from disclosure, the Offeror must specify page-by-page and line-by-line the parts of the response, which it believes, are exempt and include detailed reasons to substantiate the exemption. Price is not confidential and will not be withheld. Any unmarked information will be considered public information and released, if requested under the Public Information Act. The determination of whether information is confidential and not subject to disclosure is the duty of the Office of Attorney General (OAG). Region 4 ESC must provide the OAG sufficient information to render an opinion and therefore, vague and general claims to confidentiality by the Offeror are not acceptable. Region 4 ESC must comply with the opinions of the OAG. Region 4 ESC assumes no responsibility for asserting legal arguments on behalf of any Offeror. Offeror is advised to consult with their legal counsel concerning disclosure issues resulting from this procurement process and to take precautions to safeguard trade secrets and other proprietary information. Check one of the following responses to the Acknowledgment and Acceptance of Region 4 ESC’s Open Records Policy below: OPTION A: We acknowledge Region 4 ESC’s Open Records Policy and declare that no information submitted with this proposal, or any part of our proposal, is exempt from disclosure under the Public Information Act. OPTION B: We declare the following information to be a trade secret or proprietary and exempt from disclosure under the Public Information Act and these requested exemptions are uploaded into the "Response Attachments" Tab located in this online bidding event. (Note: Offeror must specify page-by-page and line-by-line the parts of the response, which it believes, are exempt. In addition, Offeror must include detailed reasons to substantiate the exemption(s). Price is not confidential and will not be withheld. All information believed to be a trade secret or proprietary must be listed. It is further understood that failure to identify such information, in strict accordance with the instructions, will result in that information being considered public information and released, if requested under the Public Information Act.) OPTION A - No proprietary information 9 5 CONSENT TO RELEASE PROPOSAL TABULATION Notwithstanding anything explicitly and properly declared as Confidential or Proprietary Information to the contrary, by submitting a Proposal, Vendor consents and agrees that, upon Contract award, the District may publicly release, including posting on the public Region 4 ESC and/or OMNIA Partners website(s), a copy of the proposal tabulation for the Contract including Vendor name; proposed catalog/pricelist name(s); proposed percentage discount(s), unit price(s), hourly labor rate(s), or other specified pricing; and Vendor award notice information. I certify compliance with this attribute. Vendor: GovConnection, Inc.25-06 Addendum 3Page 25 of 38 pages 9 6 CONTRACTING INFORMATION If Vendor is not a governmental body and (a) this Agreement has a stated expenditure of at least $1 million in public funds for the purchase of goods or services by REGION 4 ESC; or (b) this Agreement results in the expenditure of at least $1 million in public funds for the purchase of goods or services by REGION 4 ESC in a fiscal year of REGION 4 ESC, the following certification shall apply; otherwise, this certification is not required. As required by Tex. Gov’t Code § 552.374(b), the following statement is included in the RFP and the Agreement (unless the Agreement is (1) related to the purchase or underwriting of a public security; (2) is or may be used as collateral on a loan; or (3) proceeds from which are used to pay debt service of a public security of loan): “The requirements of Subchapter J, Chapter 552, Government Code, may apply to this RFP and Agreement and the contractor or vendor agrees that the contract can be terminated if the contractor or vendor knowingly or intentionally fails to comply with a requirement of that subchapter.” Pursuant to Subchapter J, Chapter 552, Texas Government Code, the Vendor hereby certifies and agrees to (1) preserve all contracting information related to this Agreement as provided by the records retention requirements applicable to REGION 4 ESC for the duration of the Agreement; (2) promptly provide to REGION 4 ESC any contracting information related to the Agreement that is in the custody or possession of the Vendor on request of REGION 4 ESC; and (3) on completion of the Agreement, either (a) provide at no cost to AISD all contracting information related to the Agreement that is in the custody or possession of Vendor, or (b) preserve the contracting information related to the Agreement as provided by the records retention requirements applicable to REGION 4 ESC. I certify compliance with this attribute. 9 7 ANTI-TRUST CERTIFICATION STATEMENT Vendor affirms under penalty of perjury of the laws of the State of Texas that: (1) I am duly authorized to execute this contract on my own behalf or on behalf of the company, corporation, firm, partnership or individual (Company) listed below; (2) In connection with this bid, neither I nor any representative of the Company have violated any provision of the Texas Free Enterprise and Antitrust Act, Tex. Bus. & Comm. Code Chapter 15; (3) In connection with this bid, neither I nor any representative of the Company have violated any federal antitrust law; and (4) Neither I nor any representative of the Company have directly or indirectly communicated any of the contents of this bid to a competitor of the Company or any other company, corporation, firm, partnership or individual engaged in the same line of business as the Company. I certify compliance with this attribute. 9 8 FEDERAL RULE (A) - CONTRACT TERM VIOLATIONS (A) Contracts for more than the simplified acquisition threshold currently set at $250,000 (2 CFR §200.320), which is the inflation adjusted amount determined by the Civilian Agency Acquisition Council and the Defense Acquisition Regulations Council (Councils) as authorized by 41 U.S.C. 1908, must address administrative, contractual, or legal remedies in instances where contractors violate or breach contract terms, and provide for such sanctions and penalties as appropriate. Pursuant to Federal Rule (A) above, when federal funds are expended by Region 4 ESC, Region 4 ESC reserves all rights and privileges under the applicable laws and regulations with respect to this procurement in the event of breach of contract by either party. I certify compliance with this attribute. Vendor: GovConnection, Inc.25-06 Addendum 3Page 26 of 38 pages 9 9 FEDERAL RULE (B) - TERMINATION CONDITIONS (B) Termination for cause and for convenience by the grantee or subgrantee including the manner by which it will be effected and the basis for settlement. (All contracts in excess of $10,000) Pursuant to Federal Rule (B) above, when federal funds are expended by REGION 4 ESC, REGION 4 ESC reserves the right to immediately terminate any agreement in excess of $10,000 resulting from this procurement process in the event of a breach or default of the agreement by Vendor, in the event vendor fails to: (1) meet schedules, deadlines, and/or delivery dates within the time specified in the procurement solicitation, contract, and/or a purchase order; (2) make any payments owed; or (3) otherwise perform in accordance with the contract and/or the procurement solicitation; (4) to the greatest extent authorized by law, if an award no longer effectuates the program goals or priorities of the Federal awarding agency or REGION 4 ESC. REGION 4 ESC also reserves the right to terminate the contract immediately, with written notice to vendor, for convenience, if REGION 4 ESC believes, in its sole discretion that it is in the best interest of REGION 4 ESC to do so. The vendor will be compensated for work performed and accepted and goods accepted by REGION 4 ESC as of the termination date if the contract is terminated for convenience of REGION 4 ESC. Any award under this procurement process is not exclusive and REGION 4 ESC reserves the right to purchase goods and services from other vendors when it is in the best interest of REGION 4 ESC. I certify compliance with this attribute. 1 0 0 FEDERAL RULE (C) - EQUAL EMPLOYMENT OPPORTUNITY (C) Except as otherwise provided under 41 CFR Part 60, all contracts that meet the definition of “federally assisted construction contract” in 41 CFR Part 60-1.3 must include the equal opportunity clause provided under 41 CFR 60- 1.4(b), in accordance with Executive Order 11246, “Equal Employment Opportunity” (30 FR 12319, 12935, 3 CFR Part, 1964-1965 Comp., p. 339), as amended by Executive Order 11375, “Amending Executive Order 11246 Relating to Equal Employment Opportunity,” and implementing regulations at 41 CFR part 60, “Office of Federal Contract Compliance Programs, Equal Employment Opportunity, Department of Labor.” It is the policy of REGION 4 ESC not to discriminate on the basis of race, color, national origin, gender, limited English proficiency or disabling conditions in its programs. Vendor agrees not to discriminate against any employee or applicant for employment to be employed in the performance of this Contract, with respect to hire, tenure, terms, conditions and privileges of employment, or a matter directly or indirectly related to employment, because of age (except where based on a bona fide occupational qualification), sex (except where based on a bona fide occupational qualification) or race, color, religion, national origin, or ancestry. Vendor further agrees that every subcontract entered into for the performance of this Contract shall contain a provision requiring non-discrimination in employment herein specified binding upon each subcontractor. Breach of this covenant may be regarded as a material breach of the Contract. Pursuant to Federal Rule (C) and the requirements stated above, when federal funds are expended by REGION 4 ESC on any federally assisted construction contract, the equal opportunity clause is incorporated by reference herein. I certify compliance with this attribute. Vendor: GovConnection, Inc.25-06 Addendum 3Page 27 of 38 pages 1 0 1 FEDERAL RULE (D) - DAVIS BACON ACT/COPELAND ACT (D) Davis-Bacon Act, as amended (40 U.S.C. 3141-3148). When required by Federal program legislation, all prime construction contracts in excess of $2,000 awarded by non-Federal entities must include a provision for compliance with the Davis-Bacon Act (40 U.S.C. 3141-3144, and 3146- 3148) as supplemented by Department of Labor regulations (29 CFR Part 5, “Labor Standards Provisions Applicable to Contracts Covering Federally Financed and Assisted Construction”). In accordance with the statute, contractors must be required to pay wages to laborers and mechanics at a rate not less than the prevailing wages specified in a wage determination made by the Secretary of Labor. In addition, contractors must be required to pay wages not less than once a week. The non-Federal entity must place a copy of the current prevailing wage determination issued by the Department of Labor in each solicitation. The decision to award a contract or subcontract must be conditioned upon the acceptance of the wage determination. The non-Federal entity must report all suspected or reported violations to the Federal awarding agency. The contracts must also include a provision for compliance with the Copeland “Anti-Kickback” Act (40 U.S.C. 3145), as supplemented by Department of Labor regulations (29 CFR Part 3, “Contractors and Subcontractors on Public Building or Public Work Financed in Whole or in Part by Loans or Grants from the United States”). The Act provides that each contractor or subrecipient must be prohibited from inducing, by any means, any person employed in the construction, completion, or repair of public work, to give up any part of the compensation to which he or she is otherwise entitled. The non-Federal entity must report all suspected or reported violations to the Federal awarding agency. Pursuant to Federal Rule (D) above, when federal funds are expended by REGION4 ESC, during the term of an award for all contracts and subgrants for construction or repair, the vendor will be in compliance with all applicable Davis-Bacon Act provisions. I certify compliance with this attribute. 1 0 2 FEDERAL RULE (E) - CONTRACT WORK HOURS AND SAFETY STANDARDS ACT (E) (40 U.S.C. 3701-3708). Where applicable, all contracts awarded by the non-Federal entity in excess of $100,000 that involve the employment of mechanics or laborers must include a provision for compliance with 40 U.S.C. 3702 and 3704, as supplemented by Department of Labor regulations (29 CFR Part 5). Under 40 U.S.C. 3702 of the Act, each contractor must be required to compute the wages of every mechanic and laborer on the basis of a standard work week of 40 hours. Work in excess of the standard work week is permissible provided that the worker is compensated at a rate of not less than one and a half times the basic rate of pay for all hours worked in excess of 40 hours in the work week. The requirements of 40 U.S.C. 3704 are applicable to construction work and provide that no laborer or mechanic must be required to work in surroundings or under working conditions which are unsanitary, hazardous or dangerous. These requirements do not apply to the purchases of supplies or materials or articles ordinarily available on the open market, or contracts for transportation or transmission of intelligence. Pursuant to Federal Rule (E) above, when federal funds are expended by REGION 4 ESC, the vendor certifies that during the term of an award for all contracts by REGION 4 ESC resulting from this procurement process, the vendor will be in compliance with all applicable provisions of the Contract Work Hours and Safety Standards Act. I certify compliance with this attribute. 1 0 3 FEDERAL RULE (F) - RIGHTS TO INVENTIONS MADE UNDER A CONTRACT OR AGREEMENT (F)If the Federal award meets the definition of “funding agreement” under 37 CFR §401.2 (a) and the recipient or subrecipient wishes to enter into a contract with a small business firm or nonprofit organization regarding the substitution of parties, assignment or performance of experimental, developmental, or research work under that “funding agreement,” the recipient or subrecipient must comply with the requirements of 37 CFR Part 401, “Rights to Inventions Made by Nonprofit Organizations and Small Business Firms Under Government Grants, Contracts and Cooperative Agreements,” and any implementing regulations issued by the awarding agency. Pursuant to Federal Rule (F) above, when federal funds are expended by REGION 4 ESC, the vendor certifies that during the term of an award for all contracts by REGION 4 ESC resulting from this procurement process, the vendor agrees to comply with all applicable requirements as referenced in Federal Rule (F) above. I certify compliance with this attribute. Vendor: GovConnection, Inc.25-06 Addendum 3Page 28 of 38 pages 1 0 4 FEDERAL RULE (G) - CLEAN AIR ACT/FEDERAL WATER POLLUTION CONTROL ACT (G) The Clean Air Act (42 U.S.C. 7401-7671q.) and the Federal Water Pollution Control Act (33 U.S.C. 1251- 1387), as amended—Contracts and subgrants of amounts in excess of $150,000 must contain a provision that requires the non-Federal award to agree to comply with all applicable standards, orders or regulations issued pursuant to the Clean Air Act (42 U.S.C. 7401-7671q) and the Federal Water Pollution Control Act as amended (33 U.S.C. 1251- 1387). Violations must be reported to the Federal awarding agency and the Regional Office of the Environmental Protection Agency (EPA). When federal funds are expended by REGION 4 ESC for any contract resulting from this procurement process, the vendor certifies that the vendor will be in compliance with mandatory standards and policies relating to energy efficiency which are contained in the state energy conservation plan issued in compliance with the Energy Policy and Conservation Act (Pub. L. 94-163, 89 Stat. 871). When federal funds are expended by REGION 4 ESC for any contract resulting from this procurement process in excess of $100,000, the vendor certifies that the vendor is in compliance with all applicable standards, orders, regulations, and/or requirements issued pursuant to the Clean Air Act of 1970, as amended (42 U.S.C. 1857(h)), Section 508 of the Clean Water Act, as amended (33 U.S.C. 1368), Executive Order 117389 and Environmental Protection Agency Regulation, 40 CFR Part 15. Pursuant to Federal Rule (G) above, when federal funds are expended by REGION 4 ESC, the vendor certifies that during the term of an award for all contracts by REGION 4 ESC resulting from this procurement process, the vendor agrees to comply with all applicable requirements as referenced in Federal Rule (G) above. I certify compliance with this attribute. 1 0 5 FEDERAL RULE (H) - DEBARMENT AND SUSPENSION (H) (Executive Orders 12549 and 12689)—A contract award (see 2 CFR 180.220) must not be made to parties listed on the governmentwide exclusions in the System for Award Management (SAM), in accordance with the OMB guidelines at 2 CFR 180 that implement Executive Orders 12549 (3 CFR part 1986 Comp., p. 189) and 12689 (3 CFR part 1989 Comp., p. 235), “Debarment and Suspension.” SAM Exclusions contains the names of parties debarred, suspended, or otherwise excluded by agencies, as well as parties declared ineligible under statutory or regulatory authority other than Executive Order 12549. Pursuant to Federal Rule (H) above, when federal funds are expended by REGION 4 ESC, the vendor certifies that during the term of an award for all contracts by REGION 4 ESC resulting from this procurement process, the vendor certifies that neither it nor its principals is presently debarred, suspended, proposed for debarment, declared ineligible, or voluntarily excluded from participation by any federal department or agency or by the State of Texas. Vendor shall immediately provide written notice to REGION 4 ESC if at any time the vendor learns that this certification was erroneous when submitted or has become erroneous by reason of changed circumstances. REGION 4 ESC may rely upon a certification of a vendor that the vendor is not debarred, suspended, ineligible, or voluntarily excluded from the covered contract, unless REGION 4 ESC knows the certification is erroneous. I certify compliance with this attribute. Vendor: GovConnection, Inc.25-06 Addendum 3Page 29 of 38 pages 1 0 6 FEDERAL RULE (I) - BYRD ANTI-LOBBYING AMENDMENT (I) (31 U.S.C. 1352)—Contractors that apply or bid for an award exceeding $100,000 must file the required certification. Each tier certifies to the tier above that it will not and has not used Federal appropriated funds to pay any person or organization for influencing or attempting to influence an officer or employee of any agency, a member of Congress, officer or employee of Congress, or an employee of a member of Congress in connection with obtaining any Federal contract, grant or any other award covered by 31 U.S.C. 1352. Each tier must also disclose any lobbying with non-Federal funds that takes place in connection with obtaining any Federal award. Such disclosures are forwarded from tier to tier up to the non-Federal award. Pursuant to Federal Rule (I) above, when federal funds are expended by REGION 4 ESC, the vendor certifies that during the term and after the awarded term of an award for all contracts by REGION 4 ESC resulting from this procurement process, the vendor certifies that it is in compliance with all applicable provisions of the Byrd Anti- Lobbying Amendment (31 U.S.C. 1352). The undersigned further certifies that: (1) No Federal appropriated funds have been paid or will be paid by or on behalf of the undersigned, to any person for influencing or attempting to influence an officer or employee of any agency, a Member of Congress, an officer or employee of Congress, or an employee of a Member of Congress in connection with the awarding of a Federal contract, the making of a Federal grant, the making of a Federal loan, the entering into a cooperative agreement, and the extension, continuation, renewal, amendment, or modification of a Federal contract, grant, loan, or cooperative agreement. (2) If any funds other than Federal appropriated funds have been paid or will be paid to any person for influencing or attempting to influence an officer or employee of any agency, a Member of Congress, an officer or employee of Congress, or an employee of a Member of Congress in connection with this Federal contract, grant, loan, or cooperative agreement, the undersigned shall complete and submit Standard Form-LLL, “Disclosure Form to Report Lobbying”, in accordance with its instructions. (3) The undersigned shall require that the language of this certification be included in the award documents for all subawards at all tiers (including subcontracts, subgrants, and contracts under grants, loans, and cooperative agreements) and that all subrecipients shall certify and disclose accordingly. This certification is a material representation of fact upon which reliance was placed when this transaction was made or entered into. Submission of this certificate is a prerequisite for making or entering into this transaction imposed by Section 1352, title 31, U.S. Code. Any person who fails to file the required certification shall be subject to a civil penalty of not less than $10,000 and not more than $100,000 for each such failure. I certify compliance with this attribute. 1 0 7 FEDERAL RULE (J) - PROCUREMENT OF RECOVERED MATERIALS (J) When federal funds are expended by REGION 4 ESC, REGION 4 ESC and its contractors must comply with section 6002 of the Solid Waste Disposal Act, as amended by the Resource Conservation and Recovery Act. The requirements of Section 6002 include: (1) procuring only items designated in guidelines of the Environmental Protection Agency (EPA) at 40 CFR part 247 that contain the highest percentage of recovered materials practicable, consistent with maintaining a satisfactory level of competition, where the purchase price of the item exceeds $10,000 or the value of the quantity acquired during the preceding fiscal year exceeded $10,000; (2) procuring solid waste management services in a manner that maximizes energy and resource recovery; and (3) establishing an affirmative procurement program for procurement of recovered materials identified in the EPA guidelines. Pursuant to Federal Rule (J) above, when federal funds are expended REGION 4 ESC, as required by the Resource Conservation and Recovery Act of 1976 (42 U.S.C. § 6962(c)(3)(A)(i)), the vendor certifies, by signing this document, that the percentage of recovered materials content for EPA-designated items to be delivered or used in the performance of the contract will be at least the amount required by the applicable contract specifications or other contractual requirements. I certify compliance with this attribute. Vendor: GovConnection, Inc.25-06 Addendum 3Page 30 of 38 pages 1 0 8 FEDERAL RULE (K) - PROHIBITION ON CERTAIN TELECOM AND SURVEILLANCE SERVICE AND EQUIPMENT (K) Region 4 ESC, as a non-federal entity, is prohibited from obligating or expending Federal financial assistance, to include loan or grant funds, to: (1) procure or obtain, (2) extend or renew a contract to procure or obtain, or (3) enter into a contract (or extend or renew a contract) to procure or obtain, equipment, services, or systems that uses covered telecommunications equipment or services as a substantial or essential component of any system, or as a critical technology as part of any system. Covered telecommunications equipment is telecommunications equipment produced Huawei Technologies Company or ZTE Corporation (or any subsidiary or affiliate of such entities) and physical security surveillance of critical infrastructure and other national security purposes, and video surveillance and telecommunications equipment produced by Hytera Communications Corporation, Hangzhou Hikvision Digital Technology Company, or Dahua Technology Company (or any subsidiary or affiliate of such entities) for the purpose of public safety, security of government facilities, physical security surveillance of critical infrastructure, and other national security purposes detailed in 2 CFR § 200.216. The Respondent certifies that it will not purchase equipment, services, or systems that use covered telecommunications, as defined herein, as a substantial or essential component of any system, or as critical technology as part of any system. I certify compliance with this attribute. 1 0 9 FEDERAL RULE (L) - BUY AMERICAN PROVISIONS (L) As appropriate and to the extent consistent with law, REGION 4 ESC has a preference for the purchase, acquisition, or use of goods, products, or materials produced in the United States, including but not limited to iron, aluminum, steel, cement, and other manufactured products, when spending federal funds. Vendor agrees that the requirements of this section will be included in all subawards including all contracts and purchase orders for work or products under this award, to the greatest extent practicable under a Federal award. Purchases that are made with non-federal funds or grants are excluded from the Buy American Act. Vendor certifies that it is in compliance with all applicable provisions of the Buy American Act. Purchases made in accordance with the Buy American Act must still follow the applicable procurement rules calling for free and open competition. “Produced in the United States” means, for iron and steel products, that all manufacturing processes, from the initial melting stage through the application of coatings, occurred in the United States. “Manufactured products” means items and construction materials composed in whole or in part of non-ferrous metals such as aluminum; plastics and polymer-based products such as polyvinyl chloride pipe; aggregates such as concrete; glass, including optical fiber; and lumber. I certify compliance with this attribute. 1 1 0 FEDERAL RULE - REQUIRED AFFIRMATIVE STEPES FOR SMALL, MINORITY, AND WOMEN-OWNED FIRMS FOR CONTRACTS PAID FOR WITH FEDERAL FUNDS When federal funds are expended by REGION 4 ESC, Vendor is required to take all affirmative steps set forth in 2 CFR 200.321 to solicit and reach out to small, minority and women owned firms for any subcontracting opportunities on the project, including: 1) Placing qualified small and minority businesses and women's business enterprises on solicitation lists; 2) Assuring that small and minority businesses, and women's business enterprises are solicited whenever they are potential sources; 3) Dividing total requirements, when economically feasible, into smaller tasks or quantities to permit maximum participation by small and minority businesses, and women's business enterprises; 4) Establishing delivery schedules, where the requirement permits, which encourage participation by small and minority businesses, and women's business enterprises; and 5) Using the services and assistance, as appropriate, of such organizations as the Small Business Administration and the Minority Business Development Agency of the Department of Commerce. I certify compliance with this attribute. Vendor: GovConnection, Inc.25-06 Addendum 3Page 31 of 38 pages 1 1 1 FEDERAL RULE - FEDERAL RECORD RETENTION When federal funds are expended by REGION 4 ESC for any contract resulting from this procurement process, the vendor certifies that it will comply with the record retention requirements detailed in 2 CFR §200.334. The vendor further certifies that vendor will retain all records as required by 2 CFR §200.334 for a period of five (5) years after grantees or subgrantees submit final expenditure reports or quarterly or annual financial reports, as applicable, and all other pending matters are closed. Vendor agrees that REGION 4 ESC, Inspector General, Department of Homeland Security, FEMA, the Comptroller General of the United States, or any of their duly authorized representatives shall have access to any books, documents, papers and records of Vendor, and its successors, transferees, assignees, and subcontractors that are directly pertinent to the Contract for the purpose of making audits, examinations, excerpts, and transcriptions. The right also includes timely and reasonable access to Vendor’s personnel for the purpose of interview and discussion relating to such documents. Vendor agrees to permit any of the foregoing parties to reproduce by any means whatsoever or to copy excerpts and transcriptions as reasonably needed. Vendor agrees to provide the FEMA Administrator or his authorized representative access to construction or other work sites pertaining to the work being completed under the Contract. I certify compliance with this attribute. 1 1 2 FEDERAL RULE - PROFIT NEGOTIATION For purchases using Federal funds in excess of $250,000, REGION 4 ESC may be required to negotiate profit as a separate element of the price. (See 2 CFR 200.324(b)). When required by REGION 4 ESC, Vendor agrees to provide information relating to profitability of the given transaction and itemize the profit margin as a separate element of the price. I certify compliance with this attribute. 1 1 3 FEDERAL RULE - SOLID WASTE DISPOSAL ACT A non-Federal entity that is a state agency or agency of a political subdivision of a state and its contractors must comply with section 6002 of the Sold Waste Disposal Act, as amended by the Resource Conservation and Recovery Act. The requirements of Section 6002 include procuring only items designated in guidelines of the Environmental Protection Agency (EPA) at 40 CFR Part 247 that contain the highest percentage of recovered materials practicable, consistent with maintaining a satisfactory level of competition, where the purchase price of the item exceeds $10,000 or the value of the quantity acquired during the preceding fiscal year exceed $10,000; procuring sold waste management services in a manner that maximizes energy and resource recovery; and establishing an affirmative procurement program for procurement of recovered materials identified in the EPA guidelines. (78 FR 78608, Dec. 26, 2013, as amended at 79 FR 75885, Dec. 19, 2014.) Pursuant to this federal rule, when federal funds are expended by REGION 4 ESC, the vendor certifies that during the term of all contracts resulting from this procurement process, the vendor agrees to comply with all applicable requirements as referenced in this paragraph. I certify compliance with this attribute. 1 1 4 APPLICABLITY TO SUBCONTRACTORS Vendor agrees that all contracts it awards pursuant to this procurement action shall be bound by the terms and conditions of this procurement action. I certify compliance with this attribute. 1 1 5 COMPLIANCE WITH THE ENERGY POLICY AND CONSERVATION ACT When REGION 4 ESC expends federal funds for any contract resulting from this procurement process, Vendor certifies that it will comply with the mandatory standards and policies relating to energy efficiency which are contained in the state energy conservation plan issued in compliance with the Energy Policy and Conservation Act (42 U.S.C. 6321 et seq.; 49 C.F.R. Part 18). I certify compliance with this attribute. Vendor: GovConnection, Inc.25-06 Addendum 3Page 32 of 38 pages 1 1 6 INDEMNIFICATION Acts or Omissions Vendor shall indemnify and hold harmless Region 4, AND/OR THEIR OFFICERS, AGENTS, EMPLOYEES, REPRESENTATIVES, CONTRACTORS, ASSIGNEES, AND/OR DESIGNEES FROM ANY AND ALL LIABILITY, ACTIONS, CLAIMS, DEMANDS, OR SUITS, AND ALL RELATED COSTS, ATTORNEY FEES, AND EXPENSES arising out of, or resulting from any acts or omissions of the Vendor or its agents, employees, subcontractors, Order Fulfillers, or suppliers of subcontractors in the execution or performance of the Contract and any Purchase Orders issued under the Contract. Infringements a) Vendor shall indemnify and hold harmless Region 4 and Customers, AND/OR THEIR EMPLOYEES, AGENTS, REPRESENTATIVES, CONTRACTORS, ASSIGNEES, AND/OR DESIGNEES from any and all third party claims involving infringement of United States patents, copyrights, trade and service marks, and any other intellectual or intangible property rights in connection with the PERFORMANCES OR ACTIONS OF VENDOR PURSUANT TO THIS CONTRACT. VENDOR AND THE CUSTOMER AGREE TO FURNISH TIMELY WRITTEN NOTICE TO EACH OTHER OF ANY SUCH CLAIM. VENDOR SHALL BE LIABLE TO PAY ALL COSTS OF DEFENSE INCLUDING ATTORNEYS’ FEES. b) Vendor shall have no liability under this section if the alleged infringement is caused in whole or in part by: (i) use of the product or service for a purpose or in a manner for which the product or service was not designed, (ii) any modification made to the product without Vendor’s written approval, (iii) any modifications made to the product by the Vendor pursuant to Customer’s specific instructions, (iv) any intellectual property right owned by or licensed to Customer, or (v) any use of the product or service by Customer that is not in conformity with the terms of any applicable license agreement. c) If Vendor becomes aware of an actual or potential claim, or Customer provides Vendor with notice of an actual or potential claim, Vendor may (or in the case of an injunction against Customer, shall), at Vendor’s sole option and expense; (i) procure for the Customer the right to continue to use the affected portion of the product or service, or (ii) modify or replace the affected portion of the product or service with functionally equivalent or superior product or service so that Customer’s use is non-infringing. Taxes/Workers’ Compensation/Unemployment Insurance – Including Indemnity a) VENDOR AGREES AND ACKNOWLEDGES THAT DURING THE EXISTENCE OF THIS CONTRACT, VENDOR SHALL BE ENTIRELY RESPONSIBLE FOR THE LIABILITY AND PAYMENT OF VENDOR’S AND VENDOR’S EMPLOYEES’ TAXES OF WHATEVER KIND, ARISING OUT OF THE PERFORMANCES IN THIS CONTRACT. VENDOR AGREES TO COMPLY WITH ALL STATE AND FEDERAL LAWS APPLICABLE TO ANY SUCH PERSONS, INCLUDING LAWS REGARDING WAGES, TAXES, INSURANCE, AND WORKERS’ COMPENSATION. THE CUSTOMER AND/OR REGION 4 SHALL NOT BE LIABLE TO THE VENDOR, ITS EMPLOYEES, AGENTS, OR OTHERS FOR THE PAYMENT OF TAXES OR THE PROVISION OF UNEMPLOYMENT INSURANCE AND/OR WORKERS’ COMPENSATION OR ANY BENEFIT AVAILABLE TO A STATE EMPLOYEE OR EMPLOYEE OF ANOTHER GOVERNMENTAL ENTITY CUSTOMER. b) VENDOR AGREES TO INDEMNIFY AND HOLD HARMLESS CUSTOMERS, REGION 4 AND/OR THEIR EMPLOYEES, AGENTS, REPRESENTATIVES, CONTRACTORS, AND/OR ASSIGNEES FROM ANY AND ALL LIABILITY, ACTIONS, CLAIMS, DEMANDS, OR SUITS, AND ALL RELATED COSTS, ATTORNEYS’ FEES, AND EXPENSES, RELATING TO TAX LIABILITY, UNEMPLOYMENT INSURANCE AND/OR WORKERS’ COMPENSATION IN ITS PERFORMANCE UNDER THIS CONTRACT, VENDOR SHALL BE LIABLE TO PAY ALL COSTS OF DEFENSE INCLUDING ATTORNEYS’ FEES. I certify compliance with this attribute. 1 1 7 EXCESS OBLIGATIONS PROHIBITED Proposer understands that all obligations of Region 4 ESC under the contract are subject to the availability of state funds. If such funds are not appropriated or become unavailable, the contract may be terminated by Region 4 ESC. I certify compliance with this attribute. 1 1 8 SUSPENSION AND DEBARMENT Respondent certifies that neither it nor its principals are debarred, suspended, proposed for debarment, declared ineligible, or otherwise excluded from participation in the contract by any state or federal agency. I certify compliance with this attribute. Vendor: GovConnection, Inc.25-06 Addendum 3Page 33 of 38 pages 1 1 9 CHANGE IN LAW AND COMPLIANCE WITH LAWS Proposer shall comply with all laws, regulations, requirements and guidelines applicable to a vendor providing services and products required by the contract to the Region 4 ESC, as these laws, regulations, requirements and guidelines currently exist and as amended throughout the term of the contract. Region 4 ESC reserves the right, in its sole discretion, to unilaterally amend the contract prior to award and throughout the term of the contract to incorporate any modifications necessary for compliance with all applicable state and federal laws, regulations, requirements and guidelines. I certify compliance with this attribute. 1 2 0 Does the Offerors offer provide a percentage discount for different categories of products/services? If yes, please describe the discounts for each category. The discount shall remain the same throughout the term of the contract and at the renewal options Connection is offering pricing in the form of fixed discounts from our standard web catalog list price on all products and SKU’d services. The pricing model is one that is fluid and adaptive to the market. As our list prices automatically change to meet demand in the market, account-specific pricing will also automatically change for Region 4 ESC members. This list price is available via our web site catalog located at www.connection.com/ps, and we have provided the Products and Pricing document with our response. We offer discounts by product category. Pricing will be dynamic and based on these publicly available list prices at the time of order. All the Region 4 ESC account- specific pricing will offer our sales team the flexibility to work with vendors and manufacturers to negotiate additional discounts when available. Region 4’s discounted pricing can be viewed at www.govconnection.com by using the following login and password listed below: Login: region4bid@pcc.ide Password: Connection321 The offered discount will remain firm for the term of the contract. If a percentage discount causes the sell price to fall below our standard cost, the sell price shall be adjusted and honored at Connection’s standard cost. However, contract fees cannot be paid on purchases made at Connection's standard cost. 1 2 1 Has the Offeror had a previous business relationship with Region 4? Briefly describe any past contracts or interactions. Connection has a long standing partnership with Region 4 ESC spanning decades, providing a wide range of techology products, services and solutions. Our current agreement with Region 4 ESC covers a comprehensive range of IT hardware, software, cloud solutions, managed services, and professional services. The current #R210402 national master agreement is conducted in partnership with OMNIA Partners through cooperative purchasing and available to public sector entities nationwide — expanding Connection’s engagement beyond Texas to state and local governments, K-12, higher education, and non-profits nationally. Connection's existing engagements with Region 4 and OMNIA partners includes contract negotiation, national roll-out, marketing, customer support, and participation in Region 4 ESC’s cooperative purchasing framework. Connection is widely recognized as a qualified supplier due to its long, successful history serving Region 4 ESC and its participating member agencies. 1 2 2 Does the Offeror have any conflicts of interest with any employees of Region 4 ESC? Please explain any potential conflicts that may exist and submit the proper documentation required under Texas law if a conflict does exist. Connection does not have any conflicts of interest with any employees of Region 4 ESC to the best of our knowledge at the time of submittal. 1 2 3 Total number and location of salespersons employed by Supplier. Connection has approximately 135 salespersons, with physical offices in Rockville, MD, Merrimack NH, and Wilmington, OH that support public sector, with a variety of work schedules including in-office, hybrid and remote roles. In addition, Connection has 35 employees supporting public sector in a variety of administrative, marketing, contract operations, sales operations and other support roles that work in those locations or remotely. Vendor: GovConnection, Inc.25-06 Addendum 3Page 34 of 38 pages 1 2 4 Please provide the number and location of support centers (if applicable) and location of corporate office. Connection has 4 locations supporting public sector including our Headquarters located at 2275 Research Boulevard, Suite 360, Rockville, MD. 20850. Additional locations include our Merrimack Office, 732 Milford Road, Merrimack, NH. 03054, Willington Office, 3336 Progress Way, Building #11, Wilmington, OH, 45177 and our Dakota Dunes Office located at 800 Stevens Port Drive, Suite 900, Dakota Dunes, SD, 57049. 1 2 5 Please provide the annual sales for the three previous fiscal years. Please submit FEIN and Dunn & Bradstreet report. Connection's annual sales for the previous 3 years were: 2024 $2.8B, 2023 $2.9B, 2022 $3.1B. Connection is a publicly traded company on NASDAQ, CNXN. For more information, please visit our Investor Relations page at https://ir.connection.com/?cm_sp=content-_-about-us-_-investor-relations&. Connection's FEIN is 52-1837891, and a copy of Connection's Dunn & Bradstreet report is included in our supporting documentation. 1 2 6 List any relationships with subcontractors or affiliates intended to be used when providing services and identify if subcontractors meet minority-owned standards. If any, list which certifications subcontractors hold and certifying agency. Connection delivers nationwide installation and professional services to Region 4 and its members, covering data center, cloud, security, mobility, networking, software, and lifecycle needs. With extensive vendor partnerships and a selection of over 425,000 products, our technical experts can support projects of any size. When specialized skills or broader coverage are needed, we draw from a premier partner network of 100+ vetted service providers across the country. Partner selection is determined through an initial scoping call to ensure the right expertise, resources, and timely fulfillment for each customer requirement. Connection combines extensive pre-vetting with a detailed, project-level scoping process to ensure the selected service provider is both highly qualified and the best match for each customer’s specific needs. This approach provides flexibility, quality assurance, and transparency —ensuring every project is staffed by the most suitable partner available. 1 2 7 Describe how supplier differentiates itself from its competitors. Connection differentiates itself through an experienced, relationship-driven sales force, ensuring continuity and deep understanding of client needs. The company invests heavily in customized inventory and rapid fulfillment via its Technology Integration and Distribution Center, supporting quick response and tailored solutions. Seamless transitions, integrated e-Procurement, and a nationwide distribution network enable Connection to deliver efficient, reliable, and customized IT solutions—setting us apart from competitors who may lack this level of personalized service and operational scale. We don't just get IT, we solve IT for our customers. Vendor: GovConnection, Inc.25-06 Addendum 3Page 35 of 38 pages 1 2 8 Describe any green or environmental initiatives or policies. Connection demonstrates a robust, organization-wide commitment to environmental stewardship, integrating sustainability into operations, corporate culture, and business strategy. The 2024 Sustainability Report provides clear evidence of Connection’s focused initiatives and continuous progress. 1. Corporate Sustainability Governance Connection's ESG (Environmental, Social, and Governance) program is guided by a dedicated ESG Manager, reporting to the SVP of Operations, and overseen by senior leadership and the Board. The program aligns with the Sustainability Accounting Standards Board (SASB), United Nations Global Compact (UNGC), and UN Sustainable Development Goals (SDGs). 2. Energy Efficiency and Facilities Energy-efficient practices are implemented across all major sites, including the 268,000 sq. ft. Technology Integration and Distribution Center (TIDC). Facilities feature LED lighting, skylights for natural light, occupancy sensors, insulated exteriors, and automated HVAC systems. The Tampa, FL office is housed in a LEED Silver-certified building, and Connection prioritizes green-certified spaces for new leases or renovations. 3. Carbon Emissions and Climate Risk Connection calculates and transparently reports Scope 1, 2, and 3 greenhouse gas emissions according to the Greenhouse Gas Protocol, obtaining third-party assurance for Scope 1 and 2. The company regularly collaborates with suppliers to reduce emissions and is working toward alignment with the Task Force on Climate- related Financial Disclosures (TCFD). 4. Waste Management and Resource Efficiency Comprehensive recycling programs cover cardboard (approx. 140 tons/year), paper, toner, shrink wrap, airbags, and e-waste, all managed through certified partners. Packaging improvements include eliminating foam packing peanuts, adopting cartons with 45–65% recycled content and 40% recycled packing paper, and maximizing pallet and dunnage reuse. All offices operate in repurposed buildings, reducing construction impact. 5. Product Lifecycle and IT Asset Disposition (ITAD) Tens of thousands of IT asset units annually are processed through a rigorous ITAD program for data sanitization, recycling, refurbishment, or responsible donation, targeting zero waste to landfill. Depot repair and return programs extend product life and further reduce electronic waste. 6. Sustainable Procurement and Supply Chain A strict Supplier Code of Conduct prohibits child and forced labor and requires environmentally responsible practices, in line with the UN Global Compact and SDGs. Connection partners with programs like Lenovo 360 Circle, HP Amplify Impact, and Cisco Environmental Sustainability Specialization to drive eco-friendly procurement and industry collaboration. 7. Employee Engagement and Community Involvement Employees engage in sustainability through the “Green Pledge,” Earth Day campaigns, and the “Connection Cares” volunteer platform, with paid time allotted for community and environmental work. 8. Product Transparency, Compliance, and Certifications Connection’s product catalog highlights ENERGY STAR, EPEAT, TCO, and RoHS certifications. All new company technology acquisitions prioritize sustainability labels wherever possible. 9. Transparent Reporting and Recognition The 2024 Sustainability Report adheres to SASB standards. Connection is recognized by Newsweek, Forbes, and TIME for trustworthiness and ethical business practices. Notable 2024 Achievements: Recycled over 191.5 tons of waste at the TIDC, with only 49 tons sent to landfill. Processed 42,580 ITAD units and returned 59,666 depot-repair items to inventory in one year. Continued supplier engagement and third-party emissions verification to refine sustainability practices. 1 2 9 Describe how supplier proposes to distribute the products/service nationwide. Include any states where products and services will not be offered under the Master Agreement, including U.S. Territories and Outlying Areas. At our TIDC, unlike many IT Resellers, we are heavily invested in stocking and maintaining customized inventory, consisting of our most frequently ordered items. Connection has rapid access to products, can offer value-added custom configuration services at our ISO-Certified TIDC. This strategic location is within one hour of three metro areas, giving greater access to a large skilled labor pool as well as a wide range of transportation providers. This facility is also within a two-hour drive to UPS’ Louisville Air Express Hub; within 3-day UPS ground transit time to 74% of the population. For additional information on the dependable and seamless distribution and fulfillment offered by Connection’s state-of-the-art Custom Configuration / Distribution Center, we hope you will enjoy the video located at the bottom of the page via the following link: http://www.govconnection.com/technology- services/distribution-and- configuration-center Supplementing the efforts of our Distribution and Configuration Center are our approximately 38 nationwide drop-ship partner locations. These locations blanket the country and are distribution centers for partners such as, but not limited to, Synnex, Ingram Micro, Tech Data, D&H and Douglas Stewart. Products from these locations ship for next-day delivery, of in-stock products, provided orders are placed by 3:00 p.m. ET. Connection’s delivery options are among the most convenient in the industry. Members designate their desired shipping levels at the time of purchase; options include next-day, next-day early morning, two-day, ground, Saturday delivery, and other standard alternatives. Customers may also utilize their own shipping accounts. Vendor: GovConnection, Inc.25-06 Addendum 3Page 36 of 38 pages 1 3 0 Identify all other companies that will be involved in processing, handling or shipping the products/service to the end user. Supplementing the efforts of our Distribution and Configuration Center are our distribution partners, whose locations blanket the country, for expeditious nationwide delivery. Products from these locations ship for next-day delivery, of in-stock products, provided orders are placed by 3:00 p.m. ET. Heavyweight order cutoff time is 12:00 Noon and will not always be available for next day delivery. These partners include: • AB Distributing: Arlington Heights, IL; North Las Vegas, NV • Axiom: Irvine, CA • Blue Star: Florence, KY • D&H: Atlanta, GA; California; Chicago, IL; Harrisburg, PA; Harrisburg-West, PA • Digital Storage: Columbus, OH • Douglas Stewart: Madison, WI; Sparks, NV • Edge Technology: Pflugerville, TX • Ingram Micro: Carol Stream, IL; Carrollton, TX; Jonestown, PA; Millington, TN; Mira Loma, CA; Plainfield, IN • Scansource: Southhaven, MS • Synnex: Beaverton, OR; Chantilly, VA; Chicago, IL; Dallas, TX; Fremont, CA; Grove City, OH; Keasby, NJ; Miami, FL; Olive Branch, MS; Ontario, CA • Tech Data: Fontana, CA; Ft. Worth, TX; Miami, FL; South Bend, IN; Suwanee, GA; Swedesboro, NJ Currently, Connection utilizes the following Shipping/Freight Carriers: • UPS • FedEx • FedEx Freight • Pitt Ohio • US Postal Service • Panther • CEVA • Pegasus • XPO • DBA • MMS • Clipper Ship • Globaltranz • TQL • DS Freight 1 3 1 Provide ordering methods, online ordering, order tracking, search options, order history. Connection’s ordering and support infrastructure for Region 4 ESC ensures participants have transparent control over purchasing, order status, contract compliance, supported by a dedicated public sector contract team. We offer multiple ordering methods including: • Online: Customers may place orders directly through our existing online portal configured for Region 4 ESC & OMNIA Partners. The portal provides real-time catalog access, pricing, contract terms and the ability to review order history and reporting capabilities. • Email: Orders can be submitted via email to a designated account representative or general orders inbox. Requests for quotes, formal purchase orders, or questions can also be directed by email. • Phone: Customers can place orders, request assistance, or discuss product options with Connection’s public sector sales team over the phone. • Fax: Fax may be accepted for purchase orders, but this method is rarely used and largely replaced by email and web options. 1 3 2 Can the vendor provide all requested goods and services? Explain how the Offeror's products/services fulfill Region 4's needs. Include whether specific categories or items are excluded. Connection delivers a complete portfolio to Region 4 ESC—a wide catalog of IT hardware, software, and accessories, plus managed, cloud, and professional services for deployment and lifecycle management. The contract supports Region 4 ESC, its members, and public entities nationwide via OMNIA Partners. Flexible ordering (online portal, email, phone), real-time tracking, custom reporting, and dedicated support streamline procurement. Connection provides custom procurement portals, account teams, and user training to ensure full alignment with Region 4 ESC needs, with rare exclusions managed case by case. 1 3 3 What standard price adjustments can be anticipated? Identify any standard increases related to cost-of- living adjustments or other factors that may impact pricing throughout the duration of the contract. Pricing will be dynamic and based on these publicly available list prices at the time of order. The offered discount will remain firm for the term of the contract. IT pricing can be voliatle based on economic conditions and other factors including product availblity and other conditions outside of Connection's control. We strive to keep our prices the same where possible, and discounts off of Web Category List Price will remain the same during the life of the contract. 1 3 4 What is the Offeror's capability to meet service and warranty needs? Detail how service requests and warranty claims will be handled. Connection resells 425,000+ products from 1,600+ manufacturers. Warranty, technical support, and replacement parts are governed by each manufacturer’s terms and handled case by case. Connection passes through all manufacturer warranties and will provide service facility details and contacts upon request. Additional technical support depends on the product and warranty, but sales support is always available at no additional charge. Connection warrants good title to products sold, but makes no independent product performance or fitness warranties, and does not provide separate indemnification; any manufacturer indemnities are passed through. For exact coverage, members should request details for specific products. Vendor: GovConnection, Inc.25-06 Addendum 3Page 37 of 38 pages 1 3 5 What is the Offeror's capability to comply with laws and rules relating to historically underutilized businesses, if any? Confirm compliance and include any relevant details. Connection fully complies with all applicable laws and rules relating to historically underutilized businesses, including those required by Region 4 ESC and the State of Texas. Although not HUB-certified, Connection demonstrates commitment through active supplier diversity initiatives, submission of required compliance documentation, and ongoing good faith efforts to include HUBs in contract performance. These practices align with and exceed standard public sector contract compliance expectations. 1 3 6 Are there any additional factors identified in the request for proposal that are relevant to the decision for award? Connection and OMNIA’s partnership delivers long-term, scalable IT value to public sector customers nationwide, built on a durable contract structure, ongoing governance, national sales enablement, and outstanding customer support. With Connection’s financial strength, Fortune 1000 recognition, and NPS of 79, our track record ensures high performance and stability. Retaining our current pricing model allows for seamless contract transitions and continued cost-efficient, transparent procurement. Comprehensive implementation support, dedicated relationship management, and proactive marketing enable consistent, compliant solutions that serve government, education, and nonprofit organizations on a national scale. 1 3 7 What is the long-term cost impact of the Offeror's products/services? Describe how the pricing and services offered affect Region 4's long-term costs. Connection and OMNIA’s partnership delivers sustainable long-term cost savings for Region 4 by retaining current pricing, ensuring seamless contract transitions, and enabling transparent, cost-efficient cooperative procurement. The partnership’s national reach, proactive governance, and record of financial stability and high performance (NPS 79, Fortune 1000) assure consistent value. Comprehensive implementation support, account management, and ongoing customer training streamline adoption, reduce administrative burden, and maintain compliance, minimizing total long-term costs for Region 4 and its agencies. 1 3 8 Describe in detail what level of assistance will be provided to a Participating Agency to secure e-rate funding. Identify how much effort will be required in obtaining this funding. Specify the services available to the agency for project planning, specialized program assistance, and other services provided to the agency dealing with the E- Rate program. Connection supports hundreds of districts nationwide, with active customers across the US. In 2024, nearly half of Connection’s education business was attributed to K-12 institutions, highlighting the focus and breadth of the education program. Recent enhancements include Increased capacity for rapid-response delivery from their Technology Integration and Distribution Center, supporting large-scale K-12 deployments alongside E-Rate opportunities and expanded marketing technology stack (MarTech), supporting more targeted and efficient outreach to school districts Connection has created a dedicated team to proactively reach out & address responding to ERate opportunities and assist customers in maximizing their experience with USAC Funding. The ERate team consists of regional based Account managers, and dedicated resources from our Capture Management, Contracts & Proposal teams. Connection’s promotion of the E-Rate program in K-12 is a coordinated effort across education-focused marketing, personalized account management, expert-led guidance, vendor partnerships, and constant engagement with customer needs at every touchpoint. Vendor: GovConnection, Inc.25-06 Addendum 3Page 38 of 38 pages Region 4 Education Service Center PROJECT: 25-06 Technology Solutions, Products & Services DUE: August 7th, 2025, by 2:00 PM CST Value Added Services ©2025 PC Connection, Inc. All rights reserved. Connection®, GovConnection®, and we solve I are trademarks of PC Connection, Inc. All other copyrights and trademarks remain the property of their respective owners. C742028-0418 ©2025 PC Connection, Inc. All rights reserved. Connection®, GovConnection®, and we solve IT™ are trademarks of PC Connection, Inc. All other copyrights and trademarks remain the property of their respective owners. C742028-0418 Longstanding Relationship with Region 4 ESC & OMNIA For more than 20 years, Connection has partnered closely with Region 4 ESC, serving as both a proposer and contract holder while delivering comprehensive technology solutions. Our involvement encompasses regional and national cooperative contracts initially with TCPN, then NIPA, and currently with OMNIA Partners helping Region 4 ESC fulfill its mission by offering robust procurement channels, exceptional customer support, and a dedicated compliance infrastructure to public agencies across the country. From our first cooperative contract with Region 4 ESC under TCPN, which provided competitively solicited contracts to schools, colleges, governments, and nonprofits, Connection has played an active role supporting Region 4 ESC as both an individual entity and as a lead agency. As the cooperative purchasing industry consolidated from TCPN to NIPA and now to OMNIA Partners, Connection has adapted and grown alongside Region 4 ESC and its national membership. This consolidation into OMNIA Partners represents a significant step toward greater unity and efficiency in public sector cooperative purchasing. For Connection and our public sector clients, the transition maintains access to competitively awarded, fully compliant master agreements, now enhanced by broader national support, expanded resources, and streamlined administration. Thanks to our longstanding relationship and deep understanding of Region 4 ESC’s approach, members have experienced minimal to no disruption throughout these transitions. In fact, members now benefit from wider access, easier program onboarding, and the assurance of using a market-leading contract vehicle built for transparency, efficiency, and auditability in public procurement. Throughout every phase of this evolution, Connection has been dedicated to supporting Region 4 ESC’s leadership role in national cooperative contracting, both as a lead agency and as a valued member agency. We commend Region 4 ESC for its continued excellence and innovation in contract administration. Looking forward, Connection’s collaboration with OMNIA Partners—and our commitment to Region 4 ESC will continue to provide sustained cost savings by maintaining current contract pricing under the new Master Agreement, ensuring smooth contract transitions, and promoting cost-effective cooperative procurement. Drawing on our national reach, robust governance, financial stability, and high performance (NPS 79, Fortune 1000), Connection remains dedicated to delivering value. Our comprehensive support—including implementation, account management, and ongoing training—ensures smooth adoption, reduces administrative workload, maintains compliance, and helps minimize long-term costs for Region 4 ESC, OMNIA Partners, and their members. ©2025 PC Connection, Inc. All rights reserved. Connection®, GovConnection®, and we solve IT™ are trademarks of PC Connection, Inc. All other copyrights and trademarks remain the property of their respective owners. C742028-0418 Connecting Value with Contract Expertise Connection believes in a world of IT where choosing the technology that Region 4 ESC and OMNIA members need feels simple, not stressful. That’s what motivates to always put the customer first – to serve as an extension of their team. As organizations face challenges caused by the ever-evolving worlds of business and technology, our experts are there to provide solutions, services, and capabilities backed by real-world experience and deep knowledge. Whether it’s optimizing a digital workspace or modernizing infrastructure, Connection helps organizations prepare for and adapt to what comes next. We connect people with technology to enhance growth, elevate productivity and empower innovation. Change Happens, Expertise Wins. Connection’s Evolution As technology transforms human capabilities, it significantly boosts productivity, efficiency, and agility, leading the way toward unprecedented opportunities for growth and innovation. Connection is dedicated to empowering our customers to confidently and clearly navigate this rapidly evolving IT landscape, ensuring their success, and strengthening our value proposition with integrated solutions. Since Connection’s founding in 1982, Connection has been driven by a passion for helping others. Building on our bedrock foundation of exceptional customer service, Connection has invested in talent, resources, and partnerships to level up our capabilities and help organizations ready their data, infrastructure, and workforces for a new generation of AI-powered devices and workloads in a sustainable, socially responsible environment. As a leader in the technology solutions industry, we recognize the profound impact Connection can have in effecting positive change and driving progress toward a vibrant, healthier planet, more inclusive communities, and the robust frameworks necessary to safeguard these valuable resources for future generations. Connection’s inaugural Connection Sustainability Report marks a significant milestone in our evolution as we launched exciting initiatives and commitments that underscore our dedication to sustainable and responsible business practices. The full document is attached as an appendix to this section. ©2025 PC Connection, Inc. All rights reserved. Connection®, GovConnection®, and we solve IT™ are trademarks of PC Connection, Inc. All other copyrights and trademarks remain the property of their respective owners. C742028-0418 Areas of Expertise Our dedicated Account Team members and in-house solution architects, engineers, and technical specialists partner with customers to design, deploy, and support cutting-edge IT environments using the latest hardware, software, and services. We provide a wide range of IT solutions, from the desktop to the cloud, including computer systems, data center solutions, software and peripheral equipment, networking communications, and other products and accessories that we purchase from more than 2,500 manufacturers, distributors, and partners. Connection holds hundreds of certifications with top vendors including Microsoft Azure Expert MSP status and offers expertise across multiple technology areas, including: Industry Recognition We believe a culture that supports and empowers employees is essential to our success—and our continued growth depends on an inclusive, collaborative work environment. We’re proud to share, because of that commitment, Connection has been named to the Forbes America’s Best Midsize Employers list for three consecutive years. Award-winning Service, Built on Trust We are proud to share that Connection has been honored with several awards for our commitment to earning customer, investor, and employee trust. Our team was recognized on TIME’s list of America’s Best Mid-Size Companies, Forbes’ America’s Best Midsize Employers list for the last three years, Newsweek’s list of Most Trustworthy Companies in America for the third consecutive year, and awarded a spot on Newsweek’s List of World’s Most Trustworthy Companies. ©2025 PC Connection, Inc. All rights reserved. Connection®, GovConnection®, and we solve IT™ are trademarks of PC Connection, Inc. All other copyrights and trademarks remain the property of their respective owners. C742028-0418 Go to Market & Growth Strategy Our growth strategies are designed to increase revenues by maximizing operational efficiencies while offering innovative products and value-added service offerings, expanding our offerings to our existing customers, and expanding our customer base. Our seven key elements of growth are: • Expanding hardware and software offerings. We offer our customers an extensive range of IT hardware and software products, and in response to customer demand, we continually evaluate and add new products to our offerings as they become available. We also work closely with vendors to identify and source first-to-market product offerings at aggressive prices. • Expanding IT solution services offerings. We strive to accelerate solution and service growth by providing creative solutions to the increasingly complex hardware and software needs of our customers. Our cloud, cybersecurity, data center, workplace transformation, and technology services teams consist of industry certified and product- certified engineers, as well as highly specialized third-party providers. We believe our investment in these areas may increase our share of our existing customers’ annual IT expenditures by broadening the range of products and services they purchase from us. • Delivering artificial intelligence, or AI, and automation solutions. We believe that the AI services we offer can be deployed in tailored, efficient, and cost-effective manners to drive our clients’ success. We currently offer AI workshops, which we deliver to customers, and AI infrastructure design and optimization services for core AI infrastructure. We are currently in the process of expanding these services to include other areas that we believe are relevant to the broader AI ecosystem of development. Working alongside leaders within our partner ecosystem, we are expanding our capabilities and capacity to identify and bring to market the technologies and guidance that customers—across a broad range of industries and specialized verticals—require to ensure a seamless transition into the AI era. We believe our focus on helping customers understand this intricate landscape, discover and define their unique AI value path, and realize AI’s envisioned potential will enable us to serve as a trusted advisor and deliver a holistic approach to AI and automation that encompasses strategy, technical expertise, and integration. We have developed and are investing in a core AI capability that is driven through our CNXN Helix effort, which was launched in 2023 and brings together industry-leading experts, resources, and support designed to help organizations of all sizes realize the benefits of AI and automation. We believe this effort will set the foundation for our expanded capabilities and services within this fast-growing AI ecosystem. • Targeting customer segments. Through increased targeted marketing, we seek to expand the number of our active customers and generate additional sales to existing customers by providing more value-added services and solutions. We have also developed digital marketing capabilities, which include but are not limited to digital ©2025 PC Connection, Inc. All rights reserved. Connection®, GovConnection®, and we solve IT™ are trademarks of PC Connection, Inc. All other copyrights and trademarks remain the property of their respective owners. C742028-0418 remarketing, digital buying guides, Google shopping integration, along with social media advertising and search engine optimization. All of these methods also help us to fine tune and optimize our Internet marketing campaigns that focus on select markets, such as healthcare, retail, finance, and manufacturing. • Increasing productivity of our sales representatives. We believe that higher sales productivity is the key to leveraging our expense structure and driving future profitability improvements. We invest significant resources in training new sales representatives and providing ongoing training to experienced personnel. Our training and evaluation programs are focused towards assisting our sales personnel in understanding and anticipating our customers’ IT needs, with the goal of fostering loyal customer relationships. We also provide our sales representatives with technical support on more complex sales opportunities through our group of technical solution specialists. • Migrating to cloud-based solutions for our customers. Cloud computing is a key driver of new IT spending as our customers seek scalable, cost-effective solutions. We plan to expand our cloud-based solution sales and assist our customers in navigating the complex and growing field of multi-cloud-solution offerings. This focus on cloud includes investing in the training and certification resources required to help our customers adopt and optimize cloud technologies. Connection is a Microsoft Azure Expert Managed Service Provider—an exclusive designation that requires an intensive auditing process and a proven record of delivering exceptional customer service and in- depth technical expertise around core cloud competencies. • Pursuing strategic acquisitions and alliances. We seek acquisitions and alliances that add new customers, strengthen our product and solution offerings, add management talent, and produce operating results which are accretive to our core business earnings. Technology Integration and Distribution Center ISO-Certified, State-of-the-Art Custom Configuration Connection’s state-of-the-art Technology Integration and Distribution Center (TIDC) in Wilmington Ohio conducts order fulfillment, warehousing and advanced configuration. Through the TIDC, we are able to offer customers turnkey solutions for all of their IT needs, including hardware configuration, imaging and provisioning, asset management, remote management, white glove enrollment services, kitting, custom packaging, and depot repair services. This 268,000-square-foot facility completed more than 550,000 custom configurations in 2024 including personal computing, and depot repair services, while championing industry-leading conservation, recycling, and waste reduction strategies. Setting us apart from many of our competitors, we maintain our own inventory, stocking our 11,000 most frequently purchased items in our warehouse. This ensures regular shipments of over 6,000–8,000 orders per day. Replenishments are ordered on a daily basis and are delivered the next day to our distribution center via dedicated trucks. ©2025 PC Connection, Inc. All rights reserved. Connection®, GovConnection®, and we solve IT™ are trademarks of PC Connection, Inc. All other copyrights and trademarks remain the property of their respective owners. C742028-0418 Responsible Supply Chain Respect, integrity, and corporate citizenship are part of Connection’s core values, and these values foster a culture of mutual trust and respect that drive our company’s commitment to including, belonging and environmentally sound business practices. Our Supplier Code of Conduct Policy is designed to communicate and align our expectations with our suppliers. The code was written with reference to international business conduct models, supporting the Universal Declaration of Human Rights, the United Nations Global Compact Principles, the Sustainable Development Goals (SDGs), and the Convention on the Rights of the Child. This policy aims to ensures ethical practices by prohibiting child labor, human trafficking, and forced labor, while promoting fair wages, collective bargaining, and non-discrimination within our supply chain. It emphasizes environmental responsibility, anti-corruption measures, and compliance with global trade laws, encouraging our suppliers to uphold high standards of ethical business practices. Any violations of the code can be reported through different channels, including an ethics hotline and anonymous reporting. Supplier Diversity Connection is committed to integrating diverse perspectives and contributions into all aspects of the business. The company provides opportunities for suppliers with varied backgrounds to compete in all aspects of sourcing. All employees are required to make reasonable efforts in the utilization of suppliers which include disability-owned business enterprises, LGBT-owned business enterprises, veteran-owned business enterprises, women-owned business enterprises, and small business enterprises in all sourcing events and purchasing activities. This approach reflects the company’s belief in being a good corporate citizen and ensuring inclusion and belonging ERate Team & Resources Connection has successfully participated in the ERate program since its inception, in 1998, bringing discounted technology to K-12 school districts all over the country. Our ERate ©2025 PC Connection, Inc. All rights reserved. Connection®, GovConnection®, and we solve IT™ are trademarks of PC Connection, Inc. All other copyrights and trademarks remain the property of their respective owners. C742028-0418 customers rely on Connection to provide complete turn-key solutions around internal connections to include networking, wireless, cabling, implementation, and support. To our K-12 customers, we offer the expertise of our experienced E-Rate team to educate, assist and provide guidance to our customers while navigating E- Rate and understanding USAC rules. Our ERate team, under the direction of Thomas Halberda, Director of ERate, has worked with K-12 districts and libraries and consortiums, instructional leaders as well as technical leaders, and has the technical background needed to help identify needs, assemble the required technology partners to create unique solutions, get them integrated and assist in getting the funding required to implement the desired results. What sets Connection apart is our ability to offer this specialized ERate guidance combined with our highly trained sales team, 400 engineering, services, and technical staff to help design, implement, and manage the most complex of networking designs. We are uniquely positioned to ensure that every school district has successful experience with the ERate Program and to secure the funding requested to support digital equity. Thomas Halberda, Director of ERate and Data Center Sales Thomas has been in the Public Sector Sales/Education Market, specifically the ERate Program for over 2 two decades where he has served in a variety of leadership positions. Throughout Tom’s career as a business owner, VP of Sales, Director of Channel Operations for a leading networking manufacturer and the Director of Sales for a Texas based K-12 Education Team he and the teams he has led consistently exceeded growth expectations and he developed many sales strategies and programs earning him numerous awards. Working with K-12 Districts and Libraries and Consortiums, Instructional Leaders as well as Technical Leaders, Tom has the technical background needed to help identify needs, assemble the required technology partners to create unique solutions, get them integrated and assist in getting the funding required to implement the desired results. Participating in the ERate Program for over 20 years, Tom has managed over $2B of Awards as a Category 2 Service Provider. Tom has multiple manufacturer’s certifications including Cisco Networking Sales Certification and VMware Certification. Change is inevitable, in today’s challenging time it is critical that organizations take advantage of all the technical resources funding sources available to them. Tom has the experience and knowledge of several programs, including the ERate Program help guide organizations take full advantage of the available technical and financial resources available to them. Tom and the Educational Leadership Team of Connection have the experience and expertise to produce results. Tom reports to Bob Marconi, Vice President SLED Sales. ©2025 PC Connection, Inc. All rights reserved. Connection®, GovConnection®, and we solve IT™ are trademarks of PC Connection, Inc. All other copyrights and trademarks remain the property of their respective owners. C742028-0418 Contact information for Tom: 800-800-0019 ext. 33226 Thomas.halberda@connection.com ERate 470 Support Team Connection supports hundreds of districts nationwide, with active customers across the US. In 2024, nearly half of Connection’s education business was attributed to K-12 institutions, highlighting the focus and breadth of the education program. Recent enhancements include Increased capacity for rapid-response delivery from their Technology Integration and Distribution Center, supporting large-scale K-12 deployments alongside ERate opportunities and expanded marketing technology stack (MarTech), supporting more targeted and efficient outreach to school districts Connection has created a dedicated team to proactively reach out & address responding to ERate opportunities and assist customers in maximizing their experience with USAC Funding. The ERate team consists of regional based Account managers, and dedicated resources from our Capture Management, Contracts & Proposal teams. Connection’s promotion of the ERate program in K-12 is a coordinated effort across education- focused marketing, personalized account management, expert-led guidance, vendor partnerships, and constant engagement with customer needs at every touchpoint. Vertical Alliance Management Resources Connection assigns dedicated Vertical Alliance Managers (VAMs) to each SLED sector—K-12, higher education, and state and local government. VAMs develop and execute growth strategies, leverage deep industry experience, and work with emerging tech vendors to provide complete, innovative solutions. They routinely seek out niche products and stay current through ongoing training, seminars, and customer interactions, sharing sector insights with account managers. Nicki Williams, Vertical Alliances Manager, State and Local Government Nicki Williams is Connection’s Vertical Alliance Manager for state and local government entities. Nicki joined Connection in 2023 and is responsible for developing and implementing Connection’s overall strategy for state and local governments. Nicki works with states and localities including cities, municipalities, and special districts nationwide to help develop and implement technology solutions to help with their digital transformation. Nicki has been in the technology industry for over 25 years. Nicki is part of a Public Sector advisory council with one of our distribution partners to help provide strategic guidance and industry insights within state and local government. Her expertise is invaluable in helping serve government end users and strengthening our ability to deliver full technological solutions that ©2025 PC Connection, Inc. All rights reserved. Connection®, GovConnection®, and we solve IT™ are trademarks of PC Connection, Inc. All other copyrights and trademarks remain the property of their respective owners. C742028-0418 support vibrant communities across the country. Nicki reports to Lisa Reid (Trisciani), Vice President SLED Sales. Contact Information for Nicki: 800.800.0019 Mobile: 937.941.8995 Nicki.Williams@connection.com Pam Aulakh, M. Ed. Vertical Alliances Manager, K-12 Education Pam Aulakh is Connection’s Sr. Vertical Alliance Manager for K-12 and joined Connection in 2019. She is responsible for developing and implementing Connection’s overall strategy for K- 12. She works with districts across the nation to help develop and implement K-12 educational technology solutions in support of improving learning environments and student outcomes.  After spending more than fifteen years as an educator, instructional technology leader, and project manager, Pam understands the importance of leveraging solutions and funding to support equity-based technology programs and structures.  Pam’s experience includes designing and implementing model digital learning campus programs to support over 75,000 students and 4,000 teachers. Her expertise includes planning and executing software and hardware implementation programs, building technology professional development programs, and helping schools build community relationships in support of innovation and maker programs. Pam is a former President of the Florida Council for Instructional Technology Leaders and is a member of COSN and ISTE. She holds a Bachelor of Science degree in Business Administration and a Master’s degree in Educational Leadership. She holds certifications in Microsoft, Google, and Project Management. Pam reports to Lisa Reid (Trisciani), Vice President SLED Sales. Contact information for Pam: 800-800-0019 Mobile: 321.423.2085 Pamela.Aulakh@connection.com Bobby Sears, Sr. Vertical Alliance Manager, Higher Education Bobby Sears serves as the Senior Vertical Alliance Manager (Higher Education) at Connection, where he leads strategic engagement and partnership initiatives within the higher education sector. In addition to his core responsibilities in alliance development, Bobby plays an essential role in shaping pricing strategies and facilitating internal coordination for major bids. He is recognized as a key recipient and decision-maker for communications related to bid strategy and alliance management within the education vertical. Bobby’s leadership is further reflected in his work as Strategic Initiatives Coordinator for the BLN Board, where he supports cross-functional collaboration and advances forward-thinking organizational initiatives. His consistent influence and strategic oversight are highlighted by his ©2025 PC Connection, Inc. All rights reserved. Connection®, GovConnection®, and we solve IT™ are trademarks of PC Connection, Inc. All other copyrights and trademarks remain the property of their respective owners. C742028-0418 regular inclusion in organizational charts and board-level documents, underscoring his significant contributions to Connection’s public sector and higher education divisions. Bobby reports to Lisa Reid (Trisciani), Vice President SLED Sales. Contact Information for Bobby: 800-800-0019 Bobby.Sears@connection.com Connection Cares Our “Connection Cares” program builds on Connection’s inclusive culture and corporate good citizenship and longstanding history of employee volunteerism. Connection Cares is Connection’s formalized, company-wide cohesive program of community engagement, sustainability, and diversity and inclusion. We work in amazing communities, full of creative, compassionate individuals. Taking care of these communities matters a great deal to the Connection family. Connection Cares empowers employees to make a difference—both within our communities and our company—building upon four pillars:  Diversity, Equity, and Inclusion  Sustainability  Charitable Contributions  Employee Recognition Whether supporting our co-workers, charities, friends and neighbors, or the environment—our employees lead the way with a commitment to community that makes us proud to call Connection home. It’s who we are as a company—and, more importantly, who our employees are as people. Charitable Contributions We have always taken pride in positively contributing to the communities we are a part of. Our team is constantly working to identify the most productive ways for us to give back, including:  Charitable donation/drives  Volunteer opportunities  Funding employee charity requests Diversity, Equity, and Inclusion: Connection is committed to fostering equity, fairness, and opportunity by learning from its communities. Unique perspectives empower the company to build a respectful, diverse, and inclusive culture. 11 ©2025 PC Connection, Inc. All rights reserved. Connection®, GovConnection®, and we solve IT™ are trademarks of PC Connection, Inc. All other copyrights and trademarks remain the property of their respective owners. C742028-0418 Employee Resource Groups: Connection has established Employee Resource Groups (ERGs) to celebrate inclusivity, diversity, and collaboration. These voluntary, employee-driven groups provide a platform for employees to connect, receive and share support, and discover opportunities for growth. Current ERGs include:  Black Leaders Network  Empowered (supporting women)  LIDER (celebrating Latinx cultures)  Mighty Minds (mental health awareness)  Rainbow Alliance (supporting LGBTQ+ community)  VALOR (supporting veterans and service members). Training Programs: Connection offers required and optional training opportunities focused on creating a more welcoming, inclusive, and supportive workplace for everyone. These include:  Using Pronouns in the Workplace Training  Unconscious Bias Training  Dignity and Respect in the Global Workplace. Culture of Caring Connection believes its employees are its most valuable assets and is committed to creating a culture where team members can thrive and make the communities and company stronger, healthier, and more inclusive. Key initiatives include the Heritage Celebrations program, which recognizes and honors the diverse culture and backgrounds that make the organization strong. Celebrations include Black History Month, Women’s History Month, Pride Month, Asian American and Pacific Islander History Month, and Hispanic American History Month. Inclusion and Belonging Our Equal Employment Opportunity Policy underscores our dedication to providing equal opportunities for all applicants and employees. Connection does not discriminate based upon any protected characteristics under Title VII of the Civil Rights Act, state laws, and/or federal laws. Our recruitment, hiring, training, and promotion practices are free from discrimination, 12 ©2025 PC Connection, Inc. All rights reserved. Connection®, GovConnection®, and we solve IT™ are trademarks of PC Connection, Inc. All other copyrights and trademarks remain the property of their respective owners. C742028-0418 regardless of any protected characteristics, and are based solely on merit, ensuring a fair and inclusive workplace. Our commitment to inclusion is reflected in our workforce demographics. Within our leadership team, 31% of the positions are held by females, while 69% are held by males. Among all other employees, females constitute 40%, and males 60%. We are proud of the diverse backgrounds of our employees, which include representation from various ethnic groups. Recognition Connection has implemented several employee recognition programs designed to appreciate and celebrate the contributions of their workforce. These initiatives are grounded in fostering a culture of appreciation and support within the workplace. Key Initiatives in Employee Recognition Programs  Milestone Anniversary Program: Celebrates employees for every five years of service with various rewards, including a commemorative yearbook and a complimentary gift of their choice. This initiative recognizes long-term commitment and enhances employee morale  Sales New Hire Program: Acknowledges new hires in the sales department who achieve exceptional sales results, fostering a sense of accomplishment and integration within the team. 13 ©2025 PC Connection, Inc. All rights reserved. Connection®, GovConnection®, and we solve IT™ are trademarks of PC Connection, Inc. All other copyrights and trademarks remain the property of their respective owners. C742028-0418  Spirit Recognition Program: Encourages employees to nominate their peers who embody the company's values and spirit, promoting a culture of mutual recognition and encouragement  Departmental Recognition Programs: Many departments have tailored initiatives to recognize employees who go above and beyond in their roles, allowing for personalized acknowledgment that resonates within specific teams  Special Recognition Days: The company celebrates various occasions such as Employee Appreciation Day and Veterans Day with activities like raffles and meals to express gratitude to employees for their hard work  Future Plans: Ongoing efforts include enhancing recognition initiatives for individual and departmental achievements, and developing programs for "unsung heroes" in various departments who contribute significantly yet may not receive regular recognition Commitment to Employee Value Connection Cares is dedicated to creating an internal culture that appreciates employee contributions. The belief underpinning this commitment is that motivated and recognized employees enhance collaboration and success, positioning Connection as an employer of choice. These recognition programs not only foster a positive workplace environment but also aim to drive productivity and innovation within the company. In addition to our DEI, ERG and continual Training programs, Connection also actively solicits feedback from employees via engagement surveys, a perpetual feedback button on our internal landing page and an open-door policy across all levels of management to ensure that our employees’ voices and ideas are heard and that Connection cares and listens to every voice. The Connection Cares Leadership Council helps drive support for social responsibility efforts in the following areas and continues to evolve, embodying the spirit of Connection. Based on feedback from previous CCLC teams and the CCLC Advisory Council, we have identified several exciting opportunities to develop new projects around topics that embody the spirit of Connection, including:  Establishing an Employee Suggestion Program  Regional Group Volunteer Opportunities  Creating Employee Appreciation Events  Celebrating New Roles and Retirements  Reviewing and Approving Employee Contribution Requests The Connection ERGs are a testament to our commitment to sustainability through diversity and inclusion. They not only enhance the employee experience but also contribute to the overall success and sustainability of our organization. 14 ©2025 PC Connection, Inc. All rights reserved. Connection®, GovConnection®, and we solve IT™ are trademarks of PC Connection, Inc. All other copyrights and trademarks remain the property of their respective owners. C742028-0418 Empowering Employees through Training and Development The Connection Learning & Development team spearheads initiatives focused on training through a comprehensive approach to employee development, underscoring the significance of continuous learning and skill enhancement. The training program commences with New Hire Onboarding Training, which is customized to align with each employee’s role and department. This foundational training incorporates a variety of delivery methods, including virtual or in-person instructor-led sessions, self- paced learning, skills practice, job shadowing, and coaching Helix Center for Applied AI and Robotics Connection focuses on providing innovative, affordable, and accessible technology solutions, ensuring that students, faculty, and staff have access to modern devices and collaborative IT infrastructures. This access is crucial for goal achievement, research, and digital literacy, which are foundational elements for success. Furthermore, Connection assists institutions in responsibly deploying emerging technologies, creating opportunities for public agencies and educational institutions to engage with tools that shape future of workplaces and academia. CNXN Helix & SLED: Driving Innovation CNXN Helix Center for Applied AI and Robotics is at the forefront of innovation, leveraging strategic partnerships with top-tier manufacturers in both hardware and software AI domains, in partnership with leading technology partners such as Lenovo, HPE, Nvidia, Intel, Dell Technologies, Google, AWS, Qualcomm, AMD, Microsoft, Apple, APC and others. 15 ©2025 PC Connection, Inc. All rights reserved. Connection®, GovConnection®, and we solve IT™ are trademarks of PC Connection, Inc. All other copyrights and trademarks remain the property of their respective owners. C742028-0418 These collaborations empower Helix to offer cutting-edge solutions that seamlessly integrate advanced technology into everyday operations. By aligning with industry leaders, Helix ensures its products and services remain at the pinnacle of performance and reliability, providing solutions for our customers to meet current needs and embrace the future of AI assistive solutions. CNXN Helix understands AI and IT technology, has deep domain expertise, and can stitch together a strategic roadmap that combines Region 4 and OMNIA’s unique objectives, existing infrastructure investments, and integrates prioritized use cases to help members to understand and adopt AI with a purpose and impact. As a strategic partner to Region 4 and OMNIA, Connection can help transform operations across the membership base with AI technologies designed to enhance productivity, streamline operations, and ensure safety across OMNIA members’ programs. Connection’s Helix Center for Applied AI and Robotics offers technical expertise, end-to-end solutions, and deep partnerships to harness the power of artificial intelligence. Focus Areas Advisory Services Our CNXN Helix™ AI advisory services, powered by world-class experts, are designed to help you unlock the full potential of artificial intelligence within your organization. By providing strategic guidance and tailored AI solutions, we ensure that your business can effectively harness AI to drive significant value and competitive advantage. Our team of experts collaborates with you to navigate the complexities of AI implementation, delivering measurable results and sustainable growth. Agentic AI At the leading edge of AI evolution, the shift from copilots to autonomous agents isn’t just a technological breakthrough - it’s a business transformation. While copilots provide conversational access to data and RAG systems add enterprise context, agentic AI takes the next leap: autonomous systems that reason, act, and adapt in real time. At CNXN Helix™, we don’t just explain agentic AI - we engineer it. From architecture design to low-code/pro-code agent frameworks, we help enterprises move from concept to production, embedding intelligent agents into critical workflows across manufacturing, finance, retail, and more. Our experts work hands-on with your teams to build, train, and deploy agents that integrate with your existing systems, persist memory across tasks, and drive real operational impact. This is more than automation—it’s strategic AI that learns, decides, and scales with your business. 16 ©2025 PC Connection, Inc. All rights reserved. Connection®, GovConnection®, and we solve IT™ are trademarks of PC Connection, Inc. All other copyrights and trademarks remain the property of their respective owners. C742028-0418 AI Partnerships CNXN Helix™ is at the forefront of innovation, leveraging strategic partnerships with top-tier manufacturers in both hardware and software AI domains. These collaborations empower Helix to offer cutting-edge solutions that seamlessly integrate advanced technology into everyday operations. By aligning with industry leaders, Helix ensures its products and services remain at the pinnacle of performance and reliability. AI Skills Development One of the challenges that many organizations face when adopting AI is developing the skills and competencies required to design, build, deploy, and manage AI solutions effectively. As AI becomes more pervasive and complex, the demand for AI talent and expertise grows exponentially. However, the supply of qualified and experienced AI professionals is limited and often expensive to acquire and retain. Therefore, it is essential for organizations to invest in developing their own AI capabilities and culture, and to empower their employees and teams to become AI-savvy and proficient. Data Orchestration CNXN Helix™ empowers businesses by streamlining data orchestration processes, ensuring seamless integration and management of diverse datasets crucial for AI implementation. Leveraging advanced analytics and machine learning techniques, we optimize data pipelines, enabling clients to extract valuable insights and drive informed decision-making. With CNXN Helix's expertise, companies unlock the full potential of AI, transforming raw data into actionable intelligence to fuel innovation and growth. Infrastructure & Optimization Our Managed Infrastructure services ensure your organization's data and machine learning operations are supported by scalable, reliable cloud infrastructure. We can set up and manage public and private cloud platforms like AWS, Azure, and Google Cloud, tailored to your specific needs. Additionally, we provide robust data storage solutions, including data lakes, warehouses, and databases, to ensure your data is efficiently managed and accessible. CNXN Helix Workshops Our CNXN Helix™ AI workshops provide comprehensive training on critical topics such as Data Orchestration and Infrastructure Design, ensuring participants gain a robust understanding of AI implementation. Tailored to specific business verticals, these workshops cover essential insights for industries like Retail, Manufacturing, and Healthcare, enabling attendees to apply AI strategies effectively in their respective fields. By bridging technical knowledge with industry- specific applications, our workshops empower professionals to drive innovation and achieve business success. 17 ©2025 PC Connection, Inc. All rights reserved. Connection®, GovConnection®, and we solve IT™ are trademarks of PC Connection, Inc. All other copyrights and trademarks remain the property of their respective owners. C742028-0418 The Workshop Process WORKSHOP STEP 1 Pre-Design Assessment Our pre-design assessment involves in-depth consultations to comprehend your unique requirements and establish precise project objectives. Through collaborative discussions, we aim to align our strategies with your goals and ensure a tailored approach to meet your needs effectively. WORKSHOP STEP 2 Envisioning Call During the envisioning call between our AI experts and your key experts, we aim to establish baseline parameters of your current AI maturity level. This discussion will help us identify the key drivers and initiatives that are crucial for your organization. We'll also define specific swim lanes and guardrails to shape the design, form, and structure of the upcoming workshop. This collaborative effort ensures that the workshop is tailored to meet your unique needs and strategic goals. WORKSHOP STEP 3 Workshop Design & Industry Alignment In the design and alignment phase of the workshop, we use the information gathered during the envisioning call to customize the workshop parameters, ensuring alignment with your specific business needs and vertical impacts. This internal process within our team is critical for tailoring the workshop to your unique requirements and strategic objectives. During this stage, we often identify opportunities to develop a small proof of concept (PoC) or lab environment to highlight a key requirement from your organization. This focused approach ensures that the workshop delivers actionable insights and practical solutions aligned with your goals. 18 ©2025 PC Connection, Inc. All rights reserved. Connection®, GovConnection®, and we solve IT™ are trademarks of PC Connection, Inc. All other copyrights and trademarks remain the property of their respective owners. C742028-0418 WORKSHOP STEP 4 Workshop Validation In the Validation stage, we present the broad constructs and parameters of the workshop to you for validation or critical feedback. This crucial step ensures that the workshop aligns with your expectations and objectives, allowing us to make any necessary adjustments based on your input. By securing your feedback, we ensure that we remain on task and aligned with your needs. This is the final step before the workshop delivery, making it essential for maintaining the workshop’s relevance and effectiveness. WORKSHOP STEP 5 Workshop Delivery In the Lab Delivery stage, we conduct a comprehensive 6+ hour engagement over one or two days. It is essential to ensure that the right stakeholders from your organization participate, including business line owners and technology leaders. Due to the lab’s modular design, attendees can choose which sessions to attend based on their relevance, ensuring a focused and efficient use of their time. The pre-set schedule and designated tasks for each session allow all participants to come prepared, maximizing the value derived from the workshop. This in-person engagement, conducted on-site or at a dedicated location, requires a commitment of time and resources from your team, emphasizing the importance of hands-on involvement and collaboration. The interactive nature of the lab fosters a deeper understanding and practical application of the concepts discussed, tailored to your organization’s specific needs and goals. WORKSHOP STEP 6 Post Workshop Analysis & Survey In the post-workshop stage, we deliver a survey to all attendees to gather their feedback and conduct a quick analysis of the workshop interactions. This analysis is provided shortly after the workshop to ensure all data points and considerations are accurately captured and validated. The feedback and analysis serve as a final check before developing and delivering the workshop’s deliverables and artifacts, ensuring alignment with the goals and expectations of all parties involved. 19 ©2025 PC Connection, Inc. All rights reserved. Connection®, GovConnection®, and we solve IT™ are trademarks of PC Connection, Inc. All other copyrights and trademarks remain the property of their respective owners. C742028-0418 Kinetic Bridging CNXN Helix™ specializes in empowering organizations to harness the full potential of artificial intelligence, thereby revolutionizing their application into a classification we call Intelligent Applications. Our expertise lies in guiding companies to derive deeper insights from their data, optimizing the consumption and interpretation of information to deliver more impactful outcomes. We excel at creating robust data frameworks, enhancing the quality and relevance of data, which forms the backbone of a stronger data fabric and intelligent applications. MLOps, DataOps & Support Management At CNXN Helix™, we specialize in delivering comprehensive MLOps, Data Ops, and Support Management services tailored to the unique needs of your AI initiatives. Our expert team ensures seamless integration, deployment, and management of machine learning models, while optimizing data operations for maximum efficiency and reliability. With CNXN Helix's dedicated support management, your AI projects are backed by responsive and proactive assistance, ensuring smooth operations and driving continuous innovation. Modeling Training & Inference At CNXN Helix™, our expertise extends to meticulously identifying optimal AI models tailored to specific use cases. We not only assist in fine-tuning these models but also specialize in advanced techniques like Retrieval-Augmented Generation (RAG), ensuring enhanced performance and adaptability. Moreover, our comprehensive approach encompasses agentic ecosystem development and rigorous measures to mitigate concerns such as model overfitting, drift, poisoning, as well as ensuring robust security, audits, and controls. Professional Learning Expertise Microsoft Innovative Educator Resources Connection’s professional learning services assist teachers with integrating appropriate and meaningful instructional technology tools for effective teaching and learning. We offer webinars, in-person and virtual training solutions that allow Region 4 & OMNIA member institutions and their communities to choose training that is relevant and meaningful to each institutions’ needs for their classrooms, administration and students. Connection’s professional learning courses cover a wide variety of topics:  Pedagogy and Methodology  21st century STEM learning across all curriculum areas  Microsoft In Education, including Office 365, OneNote, Teams, and Sway  Digital learning  Problem-based learning, and much more 23 ©2025 PC Connection, Inc. All rights reserved. Connection®, GovConnection®, and we solve IT™ are trademarks of PC Connection, Inc. All other copyrights and trademarks remain the property of their respective owners. C742028-0418 Appendix: Supporting Documentation Connection Sustainability Report 2024 Connection Certifications and Authorizations Version February 12, 2025 Exhibit F Federal Funds Certifications FEDERAL CERTIFICATIONS ADDENDUM FOR AGREEMENT FUNDED BY U.S. FEDERAL GRANT TO WHOM IT MAY CONCERN: Participating Agencies may elect to use federal funds to purchase under the Master Agreement. This form should be completed and returned. DEFINITIONS Contract means a legal instrument by which a non–Federal entity purchases property or services needed to carry out the project or program under a Federal award. The term as used in this part does not include a legal instrument, even if the non–Federal entity considers it a contract, when the substance of the transaction meets the definition of a Federal award or subaward Contractor means an entity that receives a contract as defined in Contract. Cooperative agreement means a legal instrument of financial assistance between a Federal awarding agency or pass-through entity and a non–Federal entity that, consistent with 31 U.S.C. 6302–6305: (a) Is used to enter into a relationship the principal purpose of which is to transfer anything of value from the Federal awarding agency or pass-through entity to the non–Federal entity to carry out a public purpose authorized by a law of the United States (see 31 U.S.C. 6101(3)); and not to acquire property or services for the Federal government or pass-through entity's direct benefit or use; (b) Is distinguished from a grant in that it provides for substantial involvement between the Federal awarding agency or pass-through entity and the non–Federal entity in carrying out the activity contemplated by the Federal award. (c) The term does not include: (1) A cooperative research and development agreement as defined in 15 U.S.C. 3710a; or (2) An agreement that provides only: (i) Direct United States Government cash assistance to an individual; (ii) A subsidy; (iii) A loan; (iv) A loan guarantee; or (v) Insurance. Federal awarding agency means the Federal agency that provides a Federal award directly to a non–Federal entity Federal award has the meaning, depending on the context, in either paragraph (a) or (b) of this section: (a)(1) The Federal financial assistance that a non–Federal entity receives directly from a Federal awarding agency or indirectly from a pass-through entity, as described in § 200.101 Applicability; or (2) The cost-reimbursement contract under the Federal Acquisition Regulations that a non–Federal entity receives directly from a Federal awarding agency or indirectly from a pass-through entity, as described in § 200.101 Applicability. (b) The instrument setting forth the terms and conditions. The instrument is the grant agreement, cooperative agreement, other agreement for assistance covered in paragraph (b) of § 200.40 Federal financial assistance, or the cost-reimbursement contract awarded under the Federal Acquisition Regulations. (c) Federal award does not include other contracts that a Federal agency uses to buy goods or services from a contractor or a contract to operate Federal government owned, contractor operated facilities (GOCOs). (d) See also definitions of Federal financial assistance, grant agreement, and cooperative agreement. Version February 12, 2025 Non–Federal entity means a state, local government, Indian tribe, institution of higher education (IHE), or nonprofit organization that carries out a Federal award as a recipient or subrecipient. Nonprofit organization means any corporation, trust, association, cooperative, or other organization, not including IHEs, that: (a) Is operated primarily for scientific, educational, service, charitable, or similar purposes in the public interest; (b) Is not organized primarily for profit; and (c) Uses net proceeds to maintain, improve, or expand the operations of the organization. Obligations means, when used in connection with a non–Federal entity's utilization of funds under a Federal award, orders placed for property and services, contracts and subawards made, and similar transactions during a given period that require payment by the non–Federal entity during the same or a future period. Pass-through entity means a non–Federal entity that provides a subaward to a subrecipient to carry out part of a Federal program. Recipient means a non–Federal entity that receives a Federal award directly from a Federal awarding agency to carry out an activity under a Federal program. The term recipient does not include subrecipients. Simplified acquisition threshold means the dollar amount below which a non–Federal entity may purchase property or services using small purchase methods. Non–Federal entities adopt small purchase procedures in order to expedite the purchase of items costing less than the simplified acquisition threshold. The simplified acquisition threshold is set by the Federal Acquisition Regulation at 48 CFR Subpart 2.1 (Definitions) and in accordance with 41 U.S.C. 1908. As of the publication of this part, the simplified acquisition threshold is $250,000, but this threshold is periodically adjusted for inflation. (Also see definition of § 200.67 Micro-purchase.) Subaward means an award provided by a pass-through entity to a subrecipient for the subrecipient to carry out part of a Federal award received by the pass-through entity. It does not include payments to a contractor or payments to an individual that is a beneficiary of a Federal program. A subaward may be provided through any form of legal agreement, including an agreement that the pass-through entity considers a contract. Subrecipient means a non–Federal entity that receives a subaward from a pass-through entity to carry out part of a Federal program; but does not include an individual that is a beneficiary of such program. A subrecipient may also be a recipient of other Federal awards directly from a Federal awarding agency. Termination means the ending of a Federal award, in whole or in part at any time prior to the planned end of period of performance. The following provisions may be required and apply when Participating Agency expends federal funds for any purchase resulting from this procurement process. Per FAR 52.204-24 and FAR 52.204-25, solicitations and resultant contracts shall contain the following provisions. 52.204-24 Representation Regarding Certain Telecommunications and Video Surveillance Services or Equipment (Oct 2020) The Offeror shall not complete the representation at paragraph (d)(1) of this provision if the Offeror has represented that it "does not provide covered telecommunications equipment or services as a part of its offered products or services to the Government in the performance of any contract, subcontract, or other contractual instrument" in paragraph (c)(1) in the provision at 52.204-26, Covered Telecommunications Equipment or Services—Representation, or in paragraph (v)(2)(i) of the provision at 52.212-3, Offeror Representations and Certifications-Commercial Items. The Offeror shall not complete the representation in paragraph (d)(2) of this provision if the Offeror has represented that it "does not use covered telecommunications equipment or services, or any equipment, system, or service that uses covered telecommunications equipment or services" in paragraph (c)(2) of the provision at 52.204-26, or in paragraph (v)(2)(ii) of the provision at 52.212-3. (a)Definitions. As used in this provision— Version February 12, 2025 Backhaul, covered telecommunications equipment or services, critical technology, interconnection arrangements, reasonable inquiry, roaming, and substantial or essential component have the meanings provided in the clause 52.204-25, Prohibition on Contracting for Certain Telecommunications and Video Surveillance Services or Equipment. (b)Prohibition. (1) Section 889(a)(1)(A) of the John S. McCain National Defense Authorization Act for Fiscal Year 2019 (Pub. L. 115-232) prohibits the head of an executive agency on or after August 13, 2019, from procuring or obtaining, or extending or renewing a contract to procure or obtain, any equipment, system, or service that uses covered telecommunications equipment or services as a substantial or essential component of any system, or as critical technology as part of any system. Nothing in the prohibition shall be construed to— (i) Prohibit the head of an executive agency from procuring with an entity to provide a service that connects to the facilities of a third-party, such as backhaul, roaming, or interconnection arrangements; or (ii) Cover telecommunications equipment that cannot route or redirect user data traffic or cannot permit visibility into any user data or packets that such equipment transmits or otherwise handles. (2) Section 889(a)(1)(B) of the John S. McCain National Defense Authorization Act for Fiscal Year 2019 (Pub. L. 115- 232) prohibits the head of an executive agency on or after August 13, 2020, from entering into a contract or extending or renewing a contract with an entity that uses any equipment, system, or service that uses covered telecommunications equipment or services as a substantial or essential component of any system, or as critical technology as part of any system. This prohibition applies to the use of covered telecommunications equipment or services, regardless of whether that use is in performance of work under a Federal contract. Nothing in the prohibition shall be construed to— (i) Prohibit the head of an executive agency from procuring with an entity to provide a service that connects to the facilities of a third-party, such as backhaul, roaming, or interconnection arrangements; or (ii) Cover telecommunications equipment that cannot route or redirect user data traffic or cannot permit visibility into any user data or packets that such equipment transmits or otherwise handles. (c) Procedures. The Offeror shall review the list of excluded parties in the System for Award Management (SAM) (https://www.sam.gov) for entities excluded from receiving federal awards for "covered telecommunications equipment or services". (d)Representation. The Offeror represents that— (1) It Ƒ will, Ƒ will not provide covered telecommunications equipment or services to the Government in the performance of any contract, subcontract or other contractual instrument resulting from this solicitation. The Offeror shall provide the additional disclosure information required at paragraph (e)(1) of this section if the Offeror responds "will" in paragraph (d)(1) of this section; and (2) After conducting a reasonable inquiry, for purposes of this representation, the Offeror represents that— It Ƒ does, Ƒ does not use covered telecommunications equipment or services, or use any equipment, system, or service that uses covered telecommunications equipment or services. The Offeror shall provide the additional disclosure information required at paragraph (e)(2) of this section if the Offeror responds "does" in paragraph (d)(2) of this section. (e)Disclosures. (1) Disclosure for the representation in paragraph (d)(1) of this provision. If the Offeror has responded "will" in the representation in paragraph (d)(1) of this provision, the Offeror shall provide the following information as part of the offer. (i) For covered equipment— (A) The entity that produced the covered telecommunications equipment (include entity name, unique entity identifier, CAGE code, and whether the entity was the original equipment manufacturer (OEM) or a distributor, if known); (B) A description of all covered telecommunications equipment offered (include brand; model number, such as OEM number, manufacturer part number, or wholesaler number; and item description, as applicable); and (C) Explanation of the proposed use of covered telecommunications equipment and any factors relevant to determining if such use would be permissible under the prohibition in paragraph (b)(1) of this provision. (ii) For covered services— (A) If the service is related to item maintenance: A description of all covered telecommunications services offered (include on the item being maintained: Brand; model number, such as OEM number, manufacturer part number, or wholesaler number; and item description, as applicable); or (B) If not associated with maintenance, the Product Service Code (PSC) of the service being provided; and explanation of the proposed use of covered telecommunications services and any factors relevant to determining if such use would be permissible under the prohibition in paragraph (b)(1) of this provision. Version February 12, 2025 (2) Disclosure for the representation in paragraph (d)(2) of this provision. If the Offeror has responded "does" in the representation in paragraph (d)(2) of this provision, the Offeror shall provide the following information as part of the offer: (i) For covered equipment— (A) The entity that produced the covered telecommunications equipment (include entity name, unique entity identifier, CAGE code, and whether the entity was the OEM or a distributor, if known); (B) A description of all covered telecommunications equipment offered (include brand; model number, such as OEM number, manufacturer part number, or wholesaler number; and item description, as applicable); and (C) Explanation of the proposed use of covered telecommunications equipment and any factors relevant to determining if such use would be permissible under the prohibition in paragraph (b)(2) of this provision. (ii) For covered services— (A) If the service is related to item maintenance: A description of all covered telecommunications services offered (include on the item being maintained: Brand; model number, such as OEM number, manufacturer part number, or wholesaler number; and item description, as applicable); or (B) If not associated with maintenance, the PSC of the service being provided; and explanation of the proposed use of covered telecommunications services and any factors relevant to determining if such use would be permissible under the prohibition in paragraph (b)(2) of this provision. 52.204-25 Prohibition on Contracting for Certain Telecommunications and Video Surveillance Services or Equipment (Aug 2020). (a)Definitions. As used in this clause— Backhaul means intermediate links between the core network, or backbone network, and the small subnetworks at the edge of the network (e.g., connecting cell phones/towers to the core telephone network). Backhaul can be wireless (e.g., microwave) or wired (e.g., fiber optic, coaxial cable, Ethernet). Covered foreign country means The People’s Republic of China. Covered telecommunications equipment or services means– (1) Telecommunications equipment produced by Huawei Technologies Company or ZTE Corporation (or any subsidiary or affiliate of such entities); (2) For the purpose of public safety, security of Government facilities, physical security surveillance of critical infrastructure, and other national security purposes, video surveillance and telecommunications equipment produced by Hytera Communications Corporation, Hangzhou Hikvision Digital Technology Company, or Dahua Technology Company (or any subsidiary or affiliate of such entities); (3) Telecommunications or video surveillance services provided by such entities or using such equipment; or (4) Telecommunications or video surveillance equipment or services produced or provided by an entity that the Secretary of Defense, in consultation with the Director of National Intelligence or the Director of the Federal Bureau of Investigation, reasonably believes to be an entity owned or controlled by, or otherwise connected to, the government of a covered foreign country. Critical technology means– (1) Defense articles or defense services included on the United States Munitions List set forth in the International Traffic in Arms Regulations under subchapter M of chapter I of title 22, Code of Federal Regulations; (2) Items included on the Commerce Control List set forth in Supplement No. 1 to part 774 of the Export Administration Regulations under subchapter C of chapter VII of title 15, Code of Federal Regulations, and controlled- (i) Pursuant to multilateral regimes, including for reasons relating to national security, chemical and biological weapons proliferation, nuclear nonproliferation, or missile technology; or (ii) For reasons relating to regional stability or surreptitious listening; (3) Specially designed and prepared nuclear equipment, parts and components, materials, software, and technology covered by part 810 of title 10, Code of Federal Regulations (relating to assistance to foreign atomic energy activities); (4) Nuclear facilities, equipment, and material covered by part 110 of title 10, Code of Federal Regulations (relating to export and import of nuclear equipment and material); (5) Select agents and toxins covered by part 331 of title 7, Code of Federal Regulations, part 121 of title 9 of such Code, or part 73 of title 42 of such Code; or (6) Emerging and foundational technologies controlled pursuant to section 1758 of the Export Control Reform Act of 2018 (50 U.S.C. 4817). Version February 12, 2025 Interconnection arrangements means arrangements governing the physical connection of two or more networks to allow the use of another's network to hand off traffic where it is ultimately delivered (e.g., connection of a customer of telephone provider A to a customer of telephone company B) or sharing data and other information resources. Reasonable inquiry means an inquiry designed to uncover any information in the entity's possession about the identity of the producer or provider of covered telecommunications equipment or services used by the entity that excludes the need to include an internal or third-party audit. Roaming means cellular communications services (e.g., voice, video, data) received from a visited network when unable to connect to the facilities of the home network either because signal coverage is too weak or because traffic is too high. Substantial or essential component means any component necessary for the proper function or performance of a piece of equipment, system, or service. (b)Prohibition. (1) Section 889(a)(1)(A) of the John S. McCain National Defense Authorization Act for Fiscal Year 2019 (Pub. L. 115-232) prohibits the head of an executive agency on or after August 13, 2019, from procuring or obtaining, or extending or renewing a contract to procure or obtain, any equipment, system, or service that uses covered telecommunications equipment or services as a substantial or essential component of any system, or as critical technology as part of any system. The Contractor is prohibited from providing to the Government any equipment, system, or service that uses covered telecommunications equipment or services as a substantial or essential component of any system, or as critical technology as part of any system, unless an exception at paragraph (c) of this clause applies or the covered telecommunication equipment or services are covered by a waiver described in FAR 4.2104. (2) Section 889(a)(1)(B) of the John S. McCain National Defense Authorization Act for Fiscal Year 2019 (Pub. L. 115- 232) prohibits the head of an executive agency on or after August 13, 2020, from entering into a contract, or extending or renewing a contract, with an entity that uses any equipment, system, or service that uses covered telecommunications equipment or services as a substantial or essential component of any system, or as critical technology as part of any system, unless an exception at paragraph (c) of this clause applies or the covered telecommunication equipment or services are covered by a waiver described in FAR 4.2104. This prohibition applies to the use of covered telecommunications equipment or services, regardless of whether that use is in performance of work under a Federal contract. (c)Exceptions. This clause does not prohibit contractors from providing— (1) A service that connects to the facilities of a third-party, such as backhaul, roaming, or interconnection arrangements; or (2) Telecommunications equipment that cannot route or redirect user data traffic or permit visibility into any user data or packets that such equipment transmits or otherwise handles. (d) Reporting requirement. (1) In the event the Contractor identifies covered telecommunications equipment or services used as a substantial or essential component of any system, or as critical technology as part of any system, during contract performance, or the Contractor is notified of such by a subcontractor at any tier or by any other source, the Contractor shall report the information in paragraph (d)(2) of this clause to the Contracting Officer, unless elsewhere in this contract are established procedures for reporting the information; in the case of the Department of Defense, the Contractor shall report to the website at https://dibnet.dod.mil. For indefinite delivery contracts, the Contractor shall report to the Contracting Officer for the indefinite delivery contract and the Contracting Officer(s) for any affected order or, in the case of the Department of Defense, identify both the indefinite delivery contract and any affected orders in the report provided at https://dibnet.dod.mil. (2) The Contractor shall report the following information pursuant to paragraph (d)(1) of this clause (i) Within one business day from the date of such identification or notification: the contract number; the order number(s), if applicable; supplier name; supplier unique entity identifier (if known); supplier Commercial and Government Entity (CAGE) code (if known); brand; model number (original equipment manufacturer number, manufacturer part number, or wholesaler number); item description; and any readily available information about mitigation actions undertaken or recommended. (ii) Within 10 business days of submitting the information in paragraph (d)(2)(i) of this clause: any further available information about mitigation actions undertaken or recommended. In addition, the Contractor shall describe the efforts it undertook to prevent use or submission of covered telecommunications equipment or services, and any additional efforts that will be incorporated to prevent future use or submission of covered telecommunications equipment or services. Version February 12, 2025 (H) Debarment and Suspension (Executive Orders 12549 and 12689)—A contract award (see 2 CFR 180.220) must not be made to parties listed on the government wide exclusions in the System for Award Management (SAM), in accordance with the Executive Office of the President Office of Management and Budget (OMB) guidelines at 2 CFR 180 that implement Executive Orders 12549 (3 CFR part 1986 Comp., p. 189) and 12689 (3 CFR part 1989 Comp., p. 235), “Debarment and Suspension.” SAM Exclusions contains the names of parties debarred, suspended, or otherwise excluded by agencies, as well as parties declared ineligible under statutory or regulatory authority other than Executive Order 12549. Pursuant to Federal Rule (H) above, when federal funds are expended by Participating Agency, the offeror certifies that during the term of an award for all contracts by Participating Agency resulting from this procurement process, the offeror certifies that neither it nor its principals is presently debarred, suspended, proposed for debarment, declared ineligible, or voluntarily excluded from participation by any federal department or agency. If at any time during the term of an award the offeror or its principals becomes debarred, suspended, proposed for debarment, declared ineligible, or voluntarily excluded from participation by any federal department or agency, the offeror will notify the Participating Agency. Does offeror agree? YES Initials of Authorized Representative of offeror (I) Byrd Anti-Lobbying Amendment (31 U.S.C. 1352)—Contractors that apply or bid for an award exceeding $100,000 must file the required certification. Each tier certifies to the tier above that it will not and has not used Federal appropriated funds to pay any person or organization for influencing or attempting to influence an officer or employee of any agency, a member of Congress, officer or employee of Congress, or an employee of a member of Congress in connection with obtaining any Federal contract, grant or any other award covered by 31 U.S.C. 1352. Each tier must also disclose any lobbying with non-Federal funds that takes place in connection with obtaining any Federal award. Such disclosures are forwarded from tier to tier up to the non-Federal award. Pursuant to Federal Rule (I) above, when federal funds are expended by Participating Agency, the offeror certifies that during the term and after the awarded term of an award for all contracts by Participating Agency resulting from this procurement process, the offeror certifies that it is in compliance with all applicable provisions of the Byrd Anti-Lobbying Amendment (31 U.S.C. 1352). The undersigned further certifies that: (1) No Federal appropriated funds have been paid or will be paid, by or on behalf of the undersigned, to any person for influencing or attempting to influence an officer or employee of any Federal agency, a Member of Congress, an officer or employee of Congress, or an employee of a Member of Congress in connection with the awarding of any Federal contract, the making of any Federal grant, the making of any Federal loan, the entering into of any cooperative agreement, and the extension, continuation, renewal, amendment, or modification of any Federal contract, grant, loan, or cooperative agreement. (2) If any funds other than Federal appropriated funds have been paid or will be paid to any person for influencing or attempting to influence an officer or employee of any Federal agency, a Member of Congress, an officer or employee of Congress, or an employee of a Member of Congress in connection with this Federal contract, grant, loan, or cooperative agreement, the undersigned shall complete and submit Standard Form-LLL, "Disclosure of Lobbying Activities," in accordance with its instructions. This certification is a material representation of fact upon which reliance was placed when this transaction was made or entered into. Submission of this certification is a prerequisite for making or entering into this transaction imposed by Section 1352, Title 31, U.S. Code. Any person who fails to file the required certification shall be subject to a civil penalty of not less than $10,000 and not more than $100,000 for each such failure. (3) The prospective participant also agrees by submitting his or her bid or proposal that he or she shall require that the language of this certification be included in all lower tier subcontracts, which exceed $100,000 and that all such subrecipients shall certify and disclose accordingly. Does offeror agree? YES Initials of Authorized Representative of offeror BM BM Version February 12, 2025 FEMA AND ADDITIONAL FEDERAL FUNDING SPECIAL CONDITIONS Awarded Supplier(s) (also referred to as Contractors) may need to respond to events and losses where products and services are needed for the immediate and initial response to emergency situations such as, but not limited to, water damage, fire damage, vandalism cleanup, biohazard cleanup, sewage decontamination, deodorization, and/or wind damage during a disaster or emergency situation. By submitting a proposal, the Supplier is accepted these FEMA and Additional Federal Funding Special Conditions required by the Federal Emergency Management Agency (FEMA) and other federal entities. “Contract” in the below pages under FEMA AND ADDITIONAL FEDERAL FUNDING SPECIAL CONDITIONS is also referred to and defined as the “Master Agreement”. “Contractor” in the below pages under FEMA AND ADDITIONAL FEDERAL FUNDING SPECIAL CONDITIONS is also referred to and defined as “Supplier” or “Awarded Supplier”. Conflicts of Interest No employee, officer, or agent may participate in the selection, award, or administration of a contract supported by a FEMA award if he or she has a real or apparent conflict of interest. Such a conflict would arise when the employee, officer, or agent, any member of his or her immediate family, his or her partner, or an organization which employs or is about to employ any of these parties, has a financial or other interest in or a tangible personal benefit from a firm considered for award. 2 C.F.R. § 200.318(c)(1); See also Standard Form 424D, ¶ 7; Standard Form 424B, ¶ 3. i. FEMA considers a “financial interest” to be the potential for gain or loss to the employee, officer, or agent, any member of his or her immediate family, his or her partner, or an organization which employs or is about to employ any of these parties as a result of the particular procurement. The prohibited financial interest may arise from ownership of certain financial instruments or investments such as stock, bonds, or real estate, or from a salary, indebtedness, job offer, or similar interest that might be affected by the particular procurement. ii. FEMA considers an “apparent” conflict of interest to exist where an actual conflict does not exist, but where a reasonable person with knowledge of the relevant facts would question the impartiality of the employee, officer, or agent participating in the procurement. c. Gifts. The officers, employees, and agents of the Participating Public Agency nor the Participating Public Agency (“NFE”) must neither solicit nor accept gratuities, favors, or anything of monetary value from contractors or parties to subcontracts. However, NFE’s may set standards for situations in which the financial interest is de minimus, not substantial, or the gift is an unsolicited item of nominal value. 2 C.F.R. § 200.318(c)(1). d. Violations. The NFE’s written standards of conduct must provide for disciplinary actions to be applied for violations of such standards by officers, employees, or agents of the NFE. 2 C.F.R. § 200.318(c)(1). For example, the penalty for a NFE’s employee may be dismissal, and the penalty for a contractor might be the termination of the contract. Contractor Integrity A contractor must have a satisfactory record of integrity and business ethics. Contractors that are debarred or suspended, as described in and subject to the debarment and suspension regulations implementing Executive Order 12549, Debarment and Suspension (1986) and Executive Order 12689, Debarment and Suspension (1989) at 2 C.F.R. Part 180 and the Department of Homeland Security’s regulations at 2 C.F.R. Part 3000 (Non-procurement Debarment and Suspension), must be rejected and cannot receive contract awards at any level. Notice of Legal Matters Affecting the Federal Government In the event FTA or DOT funding is used by Participating Public Agency, Contractor agrees to: 1) The Contractor agrees that if a current or prospective legal matter that may affect the Federal Government emerges, the Contractor shall promptly notify the Participating Public Agency of the legal matter in accordance with 2 C.F.R. §§ 180.220 and 1200.220. Version February 12, 2025 2) The types of legal matters that require notification include, but are not limited to, a major dispute, breach, default, litigation, or naming the Federal Government as a party to litigation or a legal disagreement in any forum for any reason. 3) The Contractor further agrees to include the above clause in each subcontract, at every tier, financed in whole or in part with Federal assistance provided by the FTA. Public Policy A contractor must comply with the public policies of the Federal Government and state, local government, or tribal government. This includes, among other things, past and current compliance with the: a. Equal opportunity and nondiscrimination laws b. Five affirmative steps described at 2 C.F.R. § 200.321(b) for all subcontracting under contracts supported by FEMA financial assistance; and FEMA Procurement Guidance June 21, 2016 Page IV- 7 c. Applicable prevailing wage laws, regulations, and executive orders Affirmative Socioeconomic Steps For any subcontracting opportunities, Contractor must take the following Affirmative steps: 1. Placing qualified small and minority businesses and women's business enterprises on solicitation lists; 2. Assuring that small and minority businesses, and women's business enterprises are solicited whenever they are potential sources; 3. Dividing total requirements, when economically feasible, into smaller tasks or quantities to permit maximum participation by small and minority businesses, and women's business enterprises; 4. Establishing delivery schedules, where the requirement permits, which encourage participation by small and minority businesses, and women's business enterprises; and 5. Using the services and assistance, as appropriate, of such organizations as the Small Business Administration and the Minority Business Development Agency of the Department of Commerce. Prevailing Wage Requirements When applicable, the awarded Contractor (s) and any and all subcontractor(s) agree to comply with all laws regarding prevailing wage rates including the Davis-Bacon Act, applicable to this solicitation and/or Participating Public Agencies. The Participating Public Agency shall notify the Contractor of the applicable pricing/prevailing wage rates and must apply any local wage rates requested. The Contractor and any subcontractor(s) shall comply with the prevailing wage rates set by the Participating Public Agency. Federal Requirements If products and services are issued in response to an emergency or disaster recovery the items below, located in this FEMA Special Conditions section of the Federal Funds Certifications, are activated and required when federal funding may be utilized. 2 C.F.R. § 200.326 and 2 C.F.R. Part 200, Appendix II, Required Contract Clauses 1.CONTRACT REMEDIES Contracts for more than the federal simplified acquisition threshold (SAT), the dollar amount below which an NFE may purchase property or services using small purchase methods, currently set at $250,000 for procurements made on or after June 20, 2018,4 must address administrative, contractual, or legal remedies in instances where contractors violate or breach contract terms and must provide for sanctions and penalties as appropriate. Version February 12, 2025 1.1 Applicability This contract provision is required for contracts over the SAT, currently set at $250,000 for procurements made on or after June 20, 2018. Although not required for contracts at or below the SAT, FEMA suggests including a remedies provision. 1.2 Additional Considerations For FEMA’s Assistance to Firefighters Grant (AFG) Program, recipients must include a penalty clause in all contracts for any AFG-funded vehicle, regardless of dollar amount. In that situation, the contract must include a clause addressing that non-delivery by the contract’s specified date or other vendor nonperformance will require a penalty of no less than $100 per day until such time that the vehicle, compliant with the terms of the contract, has been accepted by the recipient. This penalty clause should, however, account for force majeure or acts of God. AFG recipients should refer to the applicable year’s Notice of Funding Opportunity (NOFO) for additional information, which can be accessed at FEMA.gov. 2.TERMINATION FOR CAUSE AND CONVENIENCE a.Standard. All contracts in excess of $10,000 must address termination for cause and for convenience by the non-Federal entity, including the manner by which it will be effected and the basis for settlement. See 2 C.F.R. Part 200, Appendix II(B). b.Applicability. This requirement applies to all FEMA grant and cooperative agreement programs. 3.EQUAL EMPLOYMENT OPPORTUNITY When applicable: a.Standard. Except as otherwise provided under 41 C.F.R. Part 60, all contracts that meet the definition of “federally assisted construction contract” in 41 C.F.R. § 60-1.3 must include the equal opportunity clause provided under 41 C.F.R. § 60- 1.4(b), in accordance with Executive Order 11246, Equal Employment Opportunity (30 Fed. Reg. 12319, 12935, 3 C.F.R. Part, 1964-1965 Comp., p. 339), as amended by Executive Order 11375, Amending Executive Order 11246 Relating to Equal Employment Opportunity, and implementing regulations at 41 C.F.R. Part 60 (Office of Federal Contract Compliance Programs, Equal Employment Opportunity, Department of Labor). See 2 C.F.R. Part 200, Appendix II(C). b.Key Definitions. i. Federally Assisted Construction Contract. The regulation at 41 C.F.R. § 60- 1.3 defines a “federally assisted construction contract” as any agreement or modification thereof between any applicant and a person for construction work which is paid for in whole or in part with funds obtained from the Government or borrowed on the credit of the Government pursuant to any Federal program involving a grant, contract, loan, insurance, or guarantee, or undertaken pursuant to any Federal program involving such grant, contract, loan, insurance, or guarantee, or any application or modification thereof approved by the Government for a grant, contract, Version February 12, 2025 loan, insurance, or guarantee under which the applicant itself participates in the construction work. ii. Construction Work. The regulation at 41 C.F.R. § 60-1.3 defines “construction work” as the construction, rehabilitation, alteration, conversion, extension, demolition or repair of buildings, highways, or other changes or improvements to real property, including facilities providing utility services. The term also includes the supervision, inspection, and other onsite functions incidental to the actual construction. c.Applicability. This requirement applies to all FEMA grant and cooperative agreement programs. d.Required Language. The regulation at 41 C.F.R. Part 60-1.4(b) requires the insertion of the following contract clause. During the performance of this contract, the contractor agrees as follows: (1)The contractor will not discriminate against any employee or applicant for employment because of race, color, religion, sex, sexual orientation, gender identity, or national origin. The contractor will take affirmative action to ensure that applicants are employed, and that employees are treated during employment without regard to their race, color, religion, sex, sexual orientation, gender identity, or national origin. Such action shall include, but not be limited to the following: Employment, upgrading, demotion, or transfer; recruitment or recruitment advertising; layoff or termination; rates of pay or other forms of compensation; and selection for training, including apprenticeship. The contractor agrees to post in conspicuous places, available to employees and applicants for employment, notices to be provided setting forth the provisions of this nondiscrimination clause. (2)The contractor will, in all solicitations or advertisements for employees placed by or on behalf of the contractor, state that all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, or national origin. (3)The contractor will not discharge or in any other manner discriminate against any employee or applicant for employment because such employee or applicant has inquired about, discussed, or disclosed the compensation of the employee or applicant or another employee or applicant. This provision shall not apply to instances in which an employee who has access to the compensation information of other employees or applicants as a part of such employee's essential job functions discloses the compensation of such other employees or applicants to individuals who do not otherwise have access to such information, unless such disclosure is in response to a formal complaint or charge, in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or is consistent with the contractor's legal duty to furnish information. (4)The contractor will send to each labor union or representative of workers with which he has a collective bargaining agreement or other contract or understanding, a notice to be provided advising the said labor union or workers' representatives of the contractor's commitments under this section and shall post copies of the notice in conspicuous places available to employees and applicants for employment. (5)The contractor will comply with all provisions of Executive Order 11246 of September Version February 12, 2025 24, 1965, and of the rules, regulations, and relevant orders of the Secretary of Labor. (6)The contractor will furnish all information and reports required by Executive Order 11246 of September 24, 1965, and by rules, regulations, and orders of the Secretary of Labor, or pursuant thereto, and will permit access to his books, records, and accounts by the administering agency and the Secretary of Labor for purposes of investigation to ascertain compliance with such rules, regulations, and orders. (7)In the event of the contractor's noncompliance with the nondiscrimination clauses of this contract or with any of the said rules, regulations, or orders, this contract may be canceled, terminated, or suspended in whole or in part and the contractor may be declared ineligible for further Government contracts or federally assisted construction contracts in accordance with procedures authorized in Executive Order 11246 of September 24, 1965, and such other sanctions may be imposed and remedies invoked as provided in Executive Order 11246 of September 24, 1965, or by rule, regulation, or order of the Secretary of Labor, or as otherwise provided by law. (8)The contractor will include the portion of the sentence immediately preceding paragraph (1) and the provisions of paragraphs (1) through (8) in every subcontract or purchase order unless exempted by rules, regulations, or orders of the Secretary of Labor issued pursuant to section 204 of Executive Order 11246 of September 24, 1965, so that such provisions will be binding upon each subcontractor or vendor. The contractor will take such action with respect to any subcontract or purchase order as the administering agency may direct as a means of enforcing such provisions, including sanctions for noncompliance: Provided, however, that in the event a contractor becomes involved in, or is threatened with, litigation with a subcontractor or vendor as a result of such direction by the administering agency, the contractor may request the United States to enter into such litigation to protect the interests of the United States. The applicant further agrees that it will be bound by the above equal opportunity clause with respect to its own employment practices when it participates in federally assisted construction work: Provided, That if the applicant so participating is a State or local government, the above equal opportunity clause is not applicable to any agency, instrumentality or subdivision of such government which does not participate in work on or under the contract. The applicant agrees that it will assist and cooperate actively with the administering agency and the Secretary of Labor in obtaining the compliance of contractors and subcontractors with the equal opportunity clause and the rules, regulations, and relevant orders of the Secretary of Labor, that it will furnish the administering agency and the Secretary of Labor such information as they may require for the supervision of such compliance, and that it will otherwise assist the administering agency in the discharge of the agency's primary responsibility for securing compliance. The applicant further agrees that it will refrain from entering into any contract or contract modification subject to Executive Order 11246 of September 24, 1965, with a contractor debarred from, or who has not demonstrated eligibility for, Government contracts and federally assisted construction contracts pursuant to the Executive Order and will carry out such sanctions and penalties for violation of the equal opportunity clause as may be imposed upon contractors and subcontractors by the administering agency or the Secretary of Labor pursuant to Part II, Subpart D of the Executive Order. In addition, the applicant agrees that if it fails or refuses to comply with these undertakings, the administering agency may take any or all of the following actions: Cancel, terminate, or Version February 12, 2025 suspend in whole or in part this grant (contract, loan, insurance, guarantee); refrain from extending any further assistance to the applicant under the program with respect to which the failure or refund occurred until satisfactory assurance of future compliance has been received from such applicant; and refer the case to the Department of Justice for appropriate legal proceedings. 4.DAVIS-BACON ACT a.Standard. All prime construction contracts in excess of $2,000 awarded by non- Federal entities must include a provision for compliance with the Davis-Bacon Act (40 U.S.C. §§ 3141- 3144 and 3146-3148) as supplemented by Department of Labor regulations at 29 C.F.R. Part 5 (Labor Standards Provisions Applicable to Contracts Covering Federally Financed and Assisted Construction). See 2 C.F.R. Part 200, Appendix II(D). In accordance with the statute, contractors must be required to pay wages to laborers and mechanics at a rate not less than the prevailing wages specified in a wage determination made by the Secretary of Labor. In addition, contractors must be required to pay wages not less than once a week. b.Applicability. The Davis-Bacon Act applies to the Emergency Management Preparedness Grant Program, Homeland Security Grant Program, Nonprofit Security Grant Program, Tribal Homeland Security Grant Program, Port Security Grant Program, and Transit Security Grant Program, intercity Passenger Rail Program, and Rehabilitation of High Hazard Potential Dams Program. c.Requirements. If applicable, the non-federal entity must do the following: i. The non-Federal entity must place a copy of the current prevailing wage determination issued by the Department of Labor in each solicitation. The decision to award a contract or subcontract must be conditioned upon the acceptance of the wage determination. The non-Federal entity must report all suspected or reported violations to the Federal awarding agency. ii. Additionally, pursuant 2 C.F.R. Part 200, Appendix II(D), contracts subject to the Davis-Bacon Act, must also include a provision for compliance with the Copeland “Anti-Kickback” Act (40 U.S.C. § 3145), as supplemented by Department of Labor regulations at 29 C.F.R. Part 3 (Contractors and Subcontractors on Public Building or Public Work Financed in Whole or in Part by Loans or Grants from the United States). The Copeland Anti- Kickback Act provides that each contractor or subrecipient must be prohibited from inducing, by any means, any person employed in the construction, completion, or repair of public work, to give up any part of the compensation to which he or she is otherwise entitled. The non- Federal entity must report all suspected or reported violations to FEMA. iii. Include a provision for compliance with the Davis-Bacon Act (40 U.S.C. 3141- 3144, and 3146-3148) as supplemented by Department of Labor regulations (29 CFR Part 5, “Labor Standards Provisions Applicable to Contracts Covering Federally Financed and Assisted Construction”). Suggested Language. The following provides a sample contract clause: Compliance with the Davis-Bacon Act. a.All transactions regarding this contract shall be done in Version February 12, 2025 compliance with the Davis-Bacon Act (40 U.S.C. 3141- 3144, and 3146-3148) and the requirements of 29 C.F.R. pt. 5 as may be applicable. The contractor shall comply with 40 U.S.C. 3141- 3144, and 3146-3148 and the requirements of 29 C.F.R. pt. 5 as applicable. b.Contractors are required to pay wages to laborers and mechanics at a rate not less than the prevailing wages specified in a wage determination made by the Secretary of Labor. c.Additionally, contractors are required to pay wages not less than once a week. 5.COPELAND ANTI-KICKBACK ACT a.Standard. Recipient and subrecipient contracts must include a provision for compliance with the Copeland “Anti-Kickback” Act (40 U.S.C. 3145), as supplemented by Department of Labor regulations (29 CFR Part 3, “Contractors and Subcontractors on Public Building or Public Work Financed in Whole or in Part by Loans or Grants from the United States”). b.Applicability. This requirement applies to all contracts for construction or repair work above $2,000 in situations where the Davis-Bacon Act also applies. It DOES NOT apply to the FEMA Public Assistance Program. c.Requirements. If applicable, the non-federal entity must include a provision for compliance with the Copeland “Anti-Kickback” Act (40 U.S.C. § 3145), as supplemented by Department of Labor regulations at 29 C.F.R. Part 3 (Contractors and Subcontractors on Public Building or Public Work Financed in Whole or in Part by Loans or Grants from the United States). Each contractor or subrecipient must be prohibited from inducing, by any means, any person employed in the construction, completion, or repair of public work, to give up any part of the compensation to which he or she is otherwise entitled. The non-Federal entity must report all suspected or reported violations to FEMA. Additionally, in accordance with the regulation, each contractor and subcontractor must furnish each week a statement with respect to the wages paid each of its employees engaged in work covered by the Copeland Anti-Kickback Act and the Davis Bacon Act during the preceding weekly payroll period. The report shall be delivered by the contractor or subcontractor, within seven days after the regular payment date of the payroll period, to a representative of a Federal or State agency in charge at the site of the building or work. Sample Language. The following provides a sample contract clause: Compliance with the Copeland “Anti-Kickback” Act. a.Contractor. The contractor shall comply with 18 U.S.C. § 874, 40 U.S.C. § 3145, and the requirements of 29 C.F.R. pt. 3 as may be applicable, which are incorporated by reference into this contract. b.Subcontracts. The contractor or subcontractor shall insert in any subcontracts the clause above and such other clauses as FEMA may by appropriate instructions require, and also a clause requiring the subcontractors to include these clauses in any lower tier subcontracts. The prime contractor shall be responsible for the compliance by any subcontractor or lower tier subcontractor with all of these contract Version February 12, 2025 clauses. c.Breach. A breach of the contract clauses above may be grounds for termination of the contract, and for debarment as a contractor and subcontractor as provided in 29 C.F.R. §5.12.” 6.CONTRACT WORK HOURS AND SAFETY STANDARDS ACT a. Standard. Where applicable (see 40 U.S.C. §§ 3701-3708), all contracts awarded by the non-Federal entity in excess of $100,000 that involve the employment of mechanics or laborers must include a provision for compliance with 40 U.S.C. §§ 3702 and 3704, as supplemented by Department of Labor regulations at 29 C.F.R. Part 5. See 2 C.F.R. Part 200, Appendix II(E). Under 40 U.S.C. § 3702, each contractor must be required to compute the wages of every mechanic and laborer on the basis of a standard work week of 40 hours. Work in excess of the standard work week is permissible provided that the worker is compensated at a rate of not less than one and a half times the basic rate of pay for all hours worked in excess of 40 hours in the work week. Further, no laborer or mechanic must be required to work in surroundings or under working conditions which are unsanitary, hazardous, or dangerous. b. Applicability. This requirement applies to all FEMA contracts awarded by the non- federal entity in excess of $100,000 under grant and cooperative agreement programs that involve the employment of mechanics or laborers. It is applicable to construction work. These requirements do not apply to the purchase of supplies or materials or articles ordinarily available on the open market, or contracts for transportation or transmission of intelligence. c. Suggested Language. The regulation at 29 C.F.R. § 5.5(b) provides contract clause language concerning compliance with the Contract Work Hours and Safety Standards Act. FEMA suggests including the following contract clause: Compliance with the Contract Work Hours and Safety Standards Act. (1) Overtime requirements. No contractor or subcontractor contracting for any part of the contract work which may require or involve the employment of laborers or mechanics shall require or permit any such laborer or mechanic in any workweek in which he or she is employed on such work to work in excess of forty hours in such workweek unless such laborer or mechanic receives compensation at a rate not less than one and one-half times the basic rate of pay for all hours worked in excess of forty hours in such workweek. (2) Violation; liability for unpaid wages; liquidated damages. In the event of any violation of the clause set forth in paragraph (b)(1) of this section the contractor and any subcontractor responsible therefor shall be liable for the unpaid wages. In addition, such contractor and subcontractor shall be liable to the United States (in the case of work done under contract for the District of Columbia or a territory, to such District or to such territory), for liquidated damages. Such liquidated damages shall be computed with respect to each individual laborer or mechanic, including watchmen and guards, employed in violation of the clause set forth in paragraph (b)(1) of this section, in the sum of $27 for each calendar day on which such individual was required or permitted to work in excess of the standard workweek of forty hours without payment of the overtime wages required by the clause set forth in paragraph (b)(1) of this section. Version February 12, 2025 (3) Withholding for unpaid wages and liquidated damages. The Federal agency or loan/grant recipient shall upon its own action or upon written request of an authorized representative of the Department of Labor withhold or cause to be withheld, from any moneys payable on account of work performed by the contractor or subcontractor under any such contract or any other Federal contract with the same prime contractor, or any other federally-assisted contract subject to the Contract Work Hours and Safety Standards Act, which is held by the same prime contractor, such sums as may be determined to be necessary to satisfy any liabilities of such contractor or subcontractor for unpaid wages and liquidated damages as provided in the clause set forth in paragraph (b)(2) of this section. (4) Subcontracts. The contractor or subcontractor shall insert in any subcontracts the clauses set forth in paragraph (b)(1) through (4) of this section and also a clause requiring the subcontractors to include these clauses in any lower tier subcontracts. The prime contractor shall be responsible for compliance by any subcontractor or lower tier subcontractor with the clauses set forth in paragraphs (b)(1) through (4) of this section. 7.RIGHTS TO INVENTIONS MADE UNDER A CONTRACT OR AGREEMENT a. Standard. If the FEMA award meets the definition of “funding agreement” under 37C.F.R. § 401.2(a) and the non-Federal entity wishes to enter into a contract with a small business firm or nonprofit organization regarding the substitution of parties, assignment or performance of experimental, developmental, or research work under that “funding agreement,” the non- Federal entity must comply with the requirements of 37 C.F.R. Part 401 (Rights to Inventions Made by Nonprofit Organizations and Small Business Firms Under Government Grants, Contracts and Cooperative Agreements), and any implementing regulations issued by FEMA. See 2 C.F.R. Part 200, Appendix II(F). b. Applicability. This requirement applies to “funding agreements,” but it DOES NOT apply to the Public Assistance, Hazard Mitigation Grant Program, Fire Management Assistance Grant Program, Crisis Counseling Assistance and Training Grant Program, Disaster Case Management Grant Program, and Federal Assistance to Individuals and Households – Other Needs Assistance Grant Program, as FEMA awards under these programs do not meet the definition of “funding agreement.” c. Funding Agreements Definition. The regulation at 37 C.F.R. § 401.2(a) defines “funding agreement” as any contract, grant, or cooperative agreement entered into between any Federal agency, other than the Tennessee Valley Authority, and any contractor for the performance of experimental, developmental, or research work funded in whole or in part by the Federal government. This term also includes any assignment, substitution of parties, or subcontract of any type entered into for the performance of experimental, developmental, or research work under a funding agreement as defined in the first sentence of this paragraph. 8.CLEAN AIR ACT AND THE FEDERAL WATER POLLUTION CONTROL ACT a. Standard. If applicable, contracts must contain a provision that requires the contractor to agree to comply with all applicable standards, orders, or regulations issued pursuant to the Clean Air Act (42 U.S.C. §§ 7401-7671q.) and the Federal Water Pollution Control Act as amended (33 U.S.C. §§ 1251-1387). Violations must be reported to FEMA and the Regional Office of the Environmental Protection Agency. See 2 C.F.R. Part 200, Version February 12, 2025 Appendix II(G). b. Applicability. This requirement applies to contracts awarded by a non-federal entity of amounts in excess of $150,000 under a federal grant. c. Suggested Language. The following provides a sample contract clause. Clean Air Act 1.The contractor agrees to comply with all applicable standards, orders or regulations issued pursuant to the Clean Air Act, as amended, 42 U.S.C. § 7401 et seq. 2.The contractor agrees to report each violation to the Participating Public Agency and understands and agrees that the Participating Public Agency will, in turn, report each violation as required to assure notification to the Federal Emergency Management Agency, and the appropriate Environmental Protection Agency Regional Office. 3.The contractor agrees to include these requirements in each subcontract exceeding $150,000 financed in whole or in part with Federal assistance provided by FEMA. Federal Water Pollution Control Act 1.The contractor agrees to comply with all applicable standards, orders, or regulations issued pursuant to the Federal Water Pollution Control Act, as amended, 33 U.S.C. 1251 et seq. 2.The contractor agrees to report each violation to the Participating Public Agency and understands and agrees that the Participating Public Agency will, in turn, report each violation as required to assure notification to the Federal Emergency Management Agency, and the appropriate Environmental Protection Agency Regional Office. 3.The contractor agrees to include these requirements in each subcontract exceeding $150,000 financed in whole or in part with Federal assistance provided by FEMA. 9.DEBARMENT AND SUSPENSION a. Standard. Non-Federal entities and contractors are subject to the debarment and suspension regulations implementing Executive Order 12549, Debarment and Suspension (1986) and Executive Order 12689, Debarment and Suspension (1989) at 2 C.F.R. Part 180 and the Department of Homeland Security’s regulations at 2 C.F.R. Part 3000 (Non-procurement Debarment and Suspension). b. Applicability. This requirement applies to all FEMA grant and cooperative agreement programs. Version February 12, 2025 c. Requirements. i.These regulations restrict awards, subawards, and contracts with certain parties that are debarred, suspended, or otherwise excluded from or ineligible for participation in Federal assistance programs and activities. See 2 C.F.R. Part 200, Appendix II(H); and 2 C.F.R. § 200.213. A contract award must not be made to parties listed in the SAM Exclusions. SAM Exclusions is the list maintained by the General Services Administration that contains the names of parties debarred, suspended, or otherwise excluded by agencies, as well as parties declared ineligible under statutory or regulatory authority other than Executive Order 12549. SAM exclusions can be accessed at www.sam.gov. See 2 C.F.R. § 180.530. ii.In general, an “excluded” party cannot receive a Federal grant award or a contract within the meaning of a “covered transaction,” to include subawards and subcontracts. This includes parties that receive Federal funding indirectly, such as contractors to recipients and subrecipients. The key to the exclusion is whether there is a “covered transaction,” which is any non-procurement transaction (unless excepted) at either a “primary” or “secondary” tier. Although “covered transactions” do not include contracts awarded by the Federal Government for purposes of the non-procurement common rule and DHS’s implementing regulations, it does include some contracts awarded by recipients and subrecipients. iii.Specifically, a covered transaction includes the following contracts for goods or services: 1.The contract is awarded by a recipient or subrecipient in the amount of at least $25,000. 2.The contract requires the approval of FEMA, regardless of amount. 3.The contract is for federally-required audit services. 4.A subcontract is also a covered transaction if it is awarded by the contractor of a recipient or subrecipient and requires either the approval of FEMA or is in excess of $25,000. d. Suggested Language. The following provides a debarment and suspension clause. It incorporates an optional method of verifying that contractors are not excluded or disqualified. Suspension and Debarment (1) This contract is a covered transaction for purposes of 2 C.F.R. pt. 180 and 2 C.F.R. pt. 3000. As such, the contractor is required to verify that none of the contractor’s principals (defined at 2 C.F.R. § 180.995) or its affiliates (defined at 2 C.F.R. § 180.905) are excluded (defined at 2 C.F.R. § 180.940) or disqualified (defined at 2 C.F.R. § 180.935). (2) The contractor must comply with 2 C.F.R. pt. 180, subpart C and2 C.F.R. pt. 3000, subpart C, and must include a requirement to comply with these regulations in any lower tier covered transaction it enters into. Version February 12, 2025 (3) This certification is a material representation of fact relied upon by the Participating Public Agency. If it is later determined that the contractor did not comply with 2 C.F.R. pt. 180, subpart C and 2 C.F.R. pt. 3000, subpart C, in addition to remedies available to the Participating Public Agency, the Federal Government may pursue available remedies, including but not limited to suspension and/or debarment. (4) The bidder or proposer agrees to comply with the requirements of 2 C.F.R. pt. 180, subpart C and 2 C.F.R. pt. 3000, subpart C while this offer is valid and throughout the period of any contract that may arise from this offer. The bidder or proposer further agrees to include a provision requiring such compliance in its lower tier covered transactions. 10.BYRD ANTI-LOBBYING AMENDMENT a. Standard. Each tier certifies to the tier above that it will not and has not used Federal appropriated funds to pay any person or organization for influencing or attempting to influence an officer or employee of any agency, a Member of Congress, officer or employee of Congress, or an employee of a Member of Congress in connection with obtaining any Federal contract, grant or any other award covered by 31 U.S.C. § 1352. FEMA’s regulation at 44 C.F.R. Part 18 implements the requirements of 31 U.S.C. § 1352 and provides, in Appendix A to Part 18, a copy of the certification that is required to be completed by each entity as described in 31 U.S.C. § 1352. Each tier must also disclose any lobbying with non-Federal funds that takes place in connection with obtaining any Federal award. Such disclosures are forwarded from tier to tier up to the Federal awarding agency. b. Applicability. This requirement applies to all FEMA grant and cooperative agreement programs. Contractors that apply or bid for a contract of $100,000 or more under a federal grant must file the required certification. See 2 C.F.R. Part 200, Appendix II(I); 31 U.S.C. § 1352; and 44 C.F.R. Part 18. c. Suggested Language. Byrd Anti-Lobbying Amendment, 31 U.S.C. § 1352 (as amended) Contractors who apply or bid for an award of $100,000 or more shall file the required certification. Each tier certifies to the tier above that it will not and has not used Federal appropriated funds to pay any person or organization for influencing or attempting to influence an officer or employee of any agency, a Member of Congress, officer or employee of Congress, or an employee of a Member of Congress in connection with obtaining any Federal contract, grant, or any other award covered by 31 U.S.C. § 1352. Each tier shall also disclose any lobbying with non-Federal funds that takes place in connection with obtaining any Federal award. Such disclosures are forwarded from tier to tier up to the recipient who in turn will forward the certification(s) to the awarding agency. d. Required Certification. If applicable, contractors must sign and submit to the non-federal entity the following certification. APPENDIX A, 44 C.F.R. PART 18 – CERTIFICATION REGARDING LOBBYING Certification for Contracts, Grants, Loans, and Cooperative Agreements 11.PROCUREMENT OF RECOVERED MATERIALS a. Standard. A non-Federal entity that is a state agency or agency of a political subdivision of a state and its contractors must comply with Section 6002 of the Solid Waste Disposal Act, as amended by the Resource Conservation and Recovery Act. See 2 C.F.R. Part 200, Appendix II(J); and 2 C.F.R. § 200.322. b. Applicability. This requirement applies to all contracts awarded by a non- federal entity under FEMA grant and cooperative agreement programs. c. Requirements. The requirements of Section 6002 include procuring only items designated in guidelines of the EPA at 40 C.F.R. Part 247 that contain the highest percentage of recovered materials practicable, consistent with maintaining a satisfactory level of competition, where the purchase price of the item exceeds $10,000 or the value of the quantity acquired by the preceding fiscal year exceeded $10,000; procuring solid waste management services in a manner that maximizes energy and resource recovery; and establishing an affirmative procurement program for procurement of recovered materials identified in the EPA guidelines. d. Suggested Language. i.In the performance of this contract, the Contractor shall make maximum use of products containing recovered materials that are EPA-designated items unless the product cannot be acquired— 1. Competitively within a timeframe providing for compliance with the contract performance schedule; 2. Meeting contract performance requirements; or 3. At a reasonable price. ii.Information about this requirement, along with the list of EPA- designated items, is available at EPA’s Comprehensive Procurement Guidelines web site, https://www.epa.gov/smm/comprehensive-procurement-guideline-cpg-program. iii.The Contractor also agrees to comply with all other applicable requirements of Section 6002 of the Solid Waste Disposal Act.” 12.DOMESTIC PREFERENCES FOR PROCUREMENTS As appropriate, and to the extent consistent with law, CONTRACTOR should, to the greatest extent practicable under a federal award, provide a preference for the purchase, acquisition, or use of goods, products or materials produced in the United States. This includes, but is not limited to, iron, aluminum, steel, cement, and other manufactured products. Applicability For purchases in support of FEMA declarations and awards issued on or after November 12, 2020, all FEMA recipients and subrecipients are required to include in all contracts and purchase orders for work or products a contract provision encouraging domestic preference for procurements. Domestic Preference for Procurements As appropriate, and to the extent consistent with law, the contractor should, to the greatest extent practicable, provide a preference for the purchase, acquisition, or use of goods, products, or materials produced in the United States. This includes, but is not limited to iron, aluminum, steel, cement, and other manufactured products. For purposes of this clause: Produced in the United States means, for iron and steel products, that all manufacturing processes, from the initial melting stage through the application of coatings, occurred in the United States. Manufactured products mean items and construction materials composed in whole or in part of non-ferrous metals such as aluminum; plastics and polymer-based products such as polyvinyl chloride pipe; aggregates such as concrete; glass, including optical fiber; and lumber.” 13.ACCESS TO RECORDS Version February 12, 2025 a. Standard. All recipients, subrecipients, successors, transferees, and assignees must acknowledge and agree to comply with applicable provisions governing DHS access to records, accounts, documents, information, facilities, and staff. Recipients must give DHS/FEMA access to, and the right to examine and copy, records, accounts, and other documents and sources of information related to the federal financial assistance award and permit access to facilities, personnel, and other individuals and information as may be necessary, as required by DHS regulations and other applicable laws or program guidance. See DHS Standard Terms and Conditions: Version 8.1 (2018). Additionally, Section 1225 of the Disaster Recovery Reform Act of 2018 prohibits FEMA from providing reimbursement to any state, local, tribal, or territorial government, or private non-profit for activities made pursuant to a contract that purports to prohibit audits or internal reviews by the FEMA administrator or Comptroller General. Access to Records. The following access to records requirements apply to this contract: i.The Contractor agrees to provide Participating Public Agency, the FEMA Administrator, the Comptroller General of the United States, or any of their authorized representatives access to any books, documents, papers, and records of the Contractor which are directly pertinent to this contract for the purposes of making audits, examinations, excerpts, and transcriptions. ii.The Contractor agrees to permit any of the foregoing parties to reproduce by any means whatsoever or to copy excerpts and transcriptions as reasonably needed. iii. The Contractor agrees to provide the FEMA Administrator or his authorized representatives access to construction or other work sites pertaining to the work being completed under the contract. iv.In compliance with the Disaster Recovery Act of 2018, the Participating Public Agency and the Contractor acknowledge and agree that no language in this contract is intended to prohibit audits or internal reviews by the FEMA Administrator or the Comptroller General of the United States. 14.CHANGES a. Standard. To be eligible for FEMA assistance under the non-Federal entity’s FEMA grant or cooperative agreement, the cost of the change, modification, change order, or constructive change must be allowable, allocable, within the scope of its grant or cooperative agreement, and reasonable for the completion of project scope. b. Applicability. FEMA recommends, therefore, that a non-Federal entity include a changes clause in its contract that describes how, if at all, changes can be made by either party to alter the method, price, or schedule of the work without breaching the contract. The language of the clause may differ depending on the nature of the contract and the end-item procured. 15.DHS SEAL, LOGO, AND FLAGS a. Standard. Recipients must obtain permission prior to using the DHS seal(s), logos, crests, or reproductions of flags or likenesses of DHS agency officials. See DHS Standard Terms and Conditions: Version 8.1 (2018). b. Applicability. FEMA recommends that all non-Federal entities place in their contracts a provision that a contractor shall not use the DHS seal(s), logos, crests, or reproductions of flags or likenesses of DHS agency officials without specific FEMA pre-approval. c. “The contractor shall not use the DHS seal(s), logos, crests, or reproductions of flags or likenesses of DHS agency officials without specific FEMA pre-approval. The contractor shall include this provision in any subcontracts”. Version February 12, 2025 16.COMPLIANCE WITH FEDERAL LAW, REGULATIONS, AND EXECUTIVE ORDERS a. Standard. The recipient and its contractors are required to comply with all Federal laws, regulations, and executive orders. b. Applicability. FEMA recommends that all non-Federal entities place into their contracts an acknowledgement that FEMA financial assistance will be used to fund the contract along with the requirement that the contractor will comply with all applicable Federal law, regulations, executive orders, and FEMA policies, procedures, and directives. c. “This is an acknowledgement that FEMA financial assistance will be used to fund all or a portion of the contract. The contractor will comply with all applicable Federal law, regulations, executive orders, FEMA policies, procedures, and directives.” 17.NO OBLIGATION BY FEDERAL GOVERNMENT a. Standard. FEMA is not a party to any transaction between the recipient and its contractor. FEMA is not subject to any obligations or liable to any party for any matter relating to the contract. b. Applicability. FEMA recommends that the non-Federal entity include a provision in its contract that states that the Federal Government is not a party to the contract and is not subject to any obligations or liabilities to the non-Federal entity, contractor, or any other party pertaining to any matter resulting from the contract. c. “The Federal Government is not a party to this contract and is not subject to any obligations or liabilities to the non-Federal entity, contractor, or any other party pertaining to any matter resulting from the contract.” 18.PROGRAM FRAUD AND FALSE OR FRAUDULENT STATEMENTS OR RELATED ACTS a. Standard. Recipients must comply with the requirements of The False Claims Act (31 U.S.C. §§ 3729- 3733) which prohibits the submission of false or fraudulent claims for payment to the federal government. See DHS Standard Terms and Conditions: Version 8.1 (2018); and 31 U.S.C. §§ 3801-3812, which details the administrative remedies for false claims and statements made. The non-Federal entity must include a provision in its contract that the contractor acknowledges that 31 U.S.C. Chap. 38 (Administrative Remedies for False Claims and Statements) applies to its actions pertaining to the contract. b. Applicability. FEMA recommends that the non-Federal entity include a provision in its contract that the contractor acknowledges that 31 U.S.C. Chap. 38 (Administrative Remedies for False Claims and Statements) applies to its actions pertaining to the contract. c. “The Contractor acknowledges that 31 U.S.C. Chap. 38 (Administrative Remedies for False Claims and Statements) applies to the Contractor’s actions pertaining to this contract.” d. In the event FTA or DOT funding is used by a Participating Public Agency, Contractor further acknowledges U.S. DOT regulations, “Program Fraud Civil Remedies,” 49 CFR Part 31, and apply to its actions pertaining to this Contract. Upon execution of the underlying Contract, Contractor certifies or affirms the truthfulness and accuracy of any statement it has made, it makes, it may make, or causes to me made, pertaining to the underlying Contract or the FTA assisted project for which this Contract Work is being performed. In addition to other penalties that may be applicable, Contractor further acknowledges that if it makes, or causes to be made, a false, fictitious, or fraudulent claim, statement, submission, or certification, the Federal Government reserves the right to impose the penalties of the Program Fraud Civil Remedies Act of 1986 on Contractor to the extent the Federal Government deems appropriate. Version February 12, 2025 Exhibit G New Jersey Business Compliance NEW JERSEY BUSINESS COMPLIANCE Suppliers intending to do business in the State of New Jersey must comply with policies and procedures required under New Jersey statues. All offerors submitting proposals must complete the following forms specific to the State of New Jersey. Completed forms should be submitted with the offeror’s response to the RFP. Failure to complete the New Jersey packet will impact OMNIA Partners’ ability to promote the Master Agreement in the State of New Jersey. DOC #1 Ownership Disclosure Form DOC #2 Non-Collusion Affidavit DOC #3 Affirmative Action Affidavit DOC #4 Political Contribution Disclosure Form DOC #5 Stockholder Disclosure Certification DOC #6 Disclosure of Investment Activities in Iran DOC #7 Certification oI 1RQဨ,QYROYHPHQW in Prohibited Activities in Russia or Belarus DOC #8 New Jersey Business Registration Certificate DOC #9 EEOAA Evidence DOC #10 MacBride Principals Form New Jersey suppliers are required to comply with the following New Jersey statutes when applicable: x all anti-discrimination laws, including those contained in N.J.S.A. 10:2-1 through N.J.S.A. 10:2- 14, N.J.S.A. 10:5-1, and N.J.S.A. 10:5-31 through 10:5-38; x Prevailing Wage Act, N.J.S.A. 34:11-56.26, for all contracts within the contemplation of the Act; x Public Works Contractor Registration Act, N.J.S.A. 34:11-56.26; and x Bid and Performance Security, as required by the applicable municipal or state statutes. Version February 12, 2025 Exhibit G New Jersey Business Compliance NEW JERSEY BUSINESS COMPLIANCE Suppliers intending to do business in the State of New Jersey must comply with policies and procedures required under New Jersey statues. All offerors submitting proposals must complete the following forms specific to the State of New Jersey. Completed forms should be submitted with the offeror’s response to the RFP. Failure to complete the New Jersey packet will impact OMNIA Partners’ ability to promote the Master Agreement in the State of New Jersey. DOC #1 Ownership Disclosure Form DOC #2 Non-Collusion Affidavit DOC #3 Affirmative Action Affidavit DOC #4 Political Contribution Disclosure Form DOC #5 Stockholder Disclosure Certification DOC #6 Disclosure of Investment Activities in Iran DOC #7 Certification oI 1RQဨ,QYROYHPHQW in Prohibited Activities in Russia or Belarus DOC #8 New Jersey Business Registration Certificate DOC #9 EEOAA Evidence DOC #10 MacBride Principals Form New Jersey suppliers are required to comply with the following New Jersey statutes when applicable: x all anti-discrimination laws, including those contained in N.J.S.A. 10:2-1 through N.J.S.A. 10:2- 14, N.J.S.A. 10:5-1, and N.J.S.A. 10:5-31 through 10:5-38; x Prevailing Wage Act, N.J.S.A. 34:11-56.26, for all contracts within the contemplation of the Act; x Public Works Contractor Registration Act, N.J.S.A. 34:11-56.26; and x Bid and Performance Security, as required by the applicable municipal or state statutes. Version February 12, 2025 NON-COLLUSION AFFIDAVIT STANDARD BID DOCUMENT REFERENCE Reference: VII-H Name of Form: NON-COLLUSION AFFIDAVIT Statutory Reference: No specific statutory reference State Statutory Reference N.J.S.A. 52:34-15 Instructions Reference: Statutory and Other Requirements VII-H Description: The Owner’s use of this form is optional. It is used to ensure that the bidder has not participated in any collusion with any other bidder or Owner representative or otherwise taken any action in restraint of free and competitive bidding. Version February 12, 2025 DOC #4 C.271 POLITICAL CONTRIBUTION DISCLOSURE FORM Public Agency Instructions This page provides guidance to public agencies entering into contracts with business entities that are required to file Political Contribution Disclosure forms with the agency. It is not intended to be provided to contractors. What follows are instructions on the use of form local units can provide to contractors that are required to disclose political contributions pursuant to N.J.S.A. 19:44A-20.26 (P.L. 2005, c. 271, s.2). Additional information on the process is available in Local Finance Notice 2006-1 (http://www.nj.gov/dca/divisions/dlgs/resources/lfns 2006.html). Please refer back to these instructions for the appropriate links, as the Local Finance Notices include links that are no longer operational. 1.The disclosure is required for all contracts in excess of $17,500 that are not awarded pursuant to a “fair and open” process (N.J.S.A. 19:44A-20.7). 2.Due to the potential length of some contractor submissions, the public agency should consider allowing data to be submitted in electronic form (i.e., spreadsheet, pdf file, etc.). Submissions must be kept with the contract documents or in an appropriate computer file and be available for public access. The form is worded to accept this alternate submission. The text should be amended if electronic submission will not be allowed. 3.The submission must be received from the contractor and on file at least 10 days prior to award of the contract. Resolutions of award should reflect that the disclosure has been received and is on file. 4.The contractor must disclose contributions made to candidate and party committees covering a wide range of public agencies, including all public agencies that have elected officials in the county of the public agency, state legislative positions, and various state entities. The Division of Local Government Services recommends that contractors be provided a list of the affected agencies. This will assist contractors in determining the campaign and political committees of the officials and candidates affected by the disclosure. a.The Division has prepared model disclosure forms for each county. They can be downloaded from the “County PCD Forms” link on the Pay-to-Play web site at http://www.nj.gov/dca/divisions/dlgs/programs/lpcl.html#12. They will be updated from time-to-time as necessary. b.A public agency using these forms should edit them to properly reflect the correct legislative district(s). As the forms are county-based, they list all legislative districts in each county. Districts that do not represent the public agency should be removed from the lists. c.Some contractors may find it easier to provide a single list that covers all contributions, regardless of the county. These submissions are appropriate and should be accepted. d.The form may be used “as-is”, subject to edits as described herein. e.The “Contractor Instructions” sheet is intended to be provided with the form. It is recommended that the Instructions and the form be printed on the same piece of paper. The form notes that the Instructions are printed on the back of the form; where that is not the case, the text should be edited accordingly. f.The form is a Word document and can be edited to meet local needs, and posted for download on web sites, used as an e-mail attachment, or provided as a printed document. 5.It is recommended that the contractor also complete a “Stockholder Disclosure Certification.” This will assist the local unit in its obligation to ensure that contractor did not make any prohibited contributions to the committees listed on the Business Entity Disclosure Certification in the 12 months prior to the contract (See Local Finance Notice 2006-7 for additional information on this obligation at http://www.nj.gov/dca/divisions/dlgs/resources/lfns 2006.html). A sample Certification form is part of this package and the instruction to complete it is included in the Contractor Instructions. NOTE: This section is not applicable to Boards of Education. Version February 12, 2025 DOC #4, continued C.271 POLITICAL CONTRIBUTION DISCLOSURE FORM Contractor Instructions Business entities (contractors) receiving contracts from a public agency that are NOT awarded pursuant to a “fair and open” process (defined at N.J.S.A. 19:44A-20.7) are subject to the provisions of P.L. 2005, c. 271, s.2 (N.J.S.A. 19:44A-20.26). This law provides that 10 days prior to the award of such a contract, the contractor shall disclose contributions to: x any State, county, or municipal committee of a political party x any legislative leadership committee* x any continuing political committee (a.k.a., political action committee) x any candidate committee of a candidate for, or holder of, an elective office: o of the public entity awarding the contract o of that county in which that public entity is located o of another public entity within that county o or of a legislative district in which that public entity is located or, when the public entity is a county, of any legislative district which includes all or part of the county The disclosure must list reportable contributions to any of the committees that exceed $300 per election cycle that were made during the 12 months prior to award of the contract. See N.J.S.A. 19:44A-8 and 19:44A-16 for more details on reportable contributions. N.J.S.A. 19:44A-20.26 itemizes the parties from whom contributions must be disclosed when a business entity is not a natural person. This includes the following: x individuals with an “interest” ownership or control of more than 10% of the profits or assets of a business entity or 10% of the stock in the case of a business entity that is a corporation for profit x all principals, partners, officers, or directors of the business entity or their spouses x any subsidiaries directly or indirectly controlled by the business entity x IRS Code Section 527 New Jersey based organizations, directly or indirectly controlled by the business entity and filing as continuing political committees, (PACs). When the business entity is a natural person, “a contribution by that person’s spouse or child, residing therewith, shall be deemed to be a contribution by the business entity.” [N.J.S.A. 19:44A-20.26(b)] The contributor must be listed on the disclosure. Any business entity that fails to comply with the disclosure provisions shall be subject to a fine imposed by ELEC in an amount to be determined by the Commission which may be based upon the amount that the business entity failed to report. The enclosed list of agencies is provided to assist the contractor in identifying those public agencies whose elected official and/or candidate campaign committees are affected by the disclosure requirement. It is the contractor’s responsibility to identify the specific committees to which contributions may have been made and need to be disclosed. The disclosed information may exceed the minimum requirement. The enclosed form, a content-consistent facsimile, or an electronic data file containing the required details (along with a signed cover sheet) may be used as the contractor’s submission and is disclosable to the public under the Open Public Records Act. The contractor must also complete the attached Stockholder Disclosure Certification. This will assist the agency in meeting its obligations under the law. NOTE: This section does not apply to Board of Education contracts. *N.J.S.A. 19:44A-3(s): “The term "legislative leadership committee" means a committee established, authorized to be established, or designated by the President of the Senate, the Minority Leader of the Senate, the Speaker of the General Assembly or the Minority Leader of the General Assembly pursuant to section 16 of P.L.1993, c.65 (C.19:44A-10.1) for the purpose of receiving contributions and making expenditures.” Version February 12, 2025 DOC #4, continued List of Agencies with Elected Officials Required for Political Contribution Disclosure N.J.S.A. 19:44A-20.26 County Name: State: Governor, and Legislative Leadership Committees Legislative District #s: State Senator and two members of the General Assembly per district. County: Freeholders County Clerk Sheriff {County Executive} Surrogate Municipalities (Mayor and members of governing body, regardless of title): USERS SHOULD CREATE THEIR OWN FORM, OR DOWNLOAD FROM THE PAY TO PLAY SECTION OF THE DLGS WEBSITE A COUNTY-BASED, CUSTOMIZABLE FORM. Version February 12, 2025 DOC #8 NEW JERSEY BUSINESS REGISTRATION CERTIFICATE (N.J.S.A. 52:32-44) Offerors wishing to do business in New Jersey must submit their State Division of Revenue issued Business Registration Certificate with their proposal here. Failure to do so will disqualify the Offeror from offering products or services in New Jersey through any resulting contract. https://www.njportal.com/DOR/BusinessRegistration/ Region 4 Education Service Center • 7145 West Tidwell Road • Houston, Texas 77092-2096 Phone: 713.462.7708 • Fax: 713.744.6514 • esc4.net Rodney Watson, PhD, Executive Director March 1, 2026 Robert Marconi Vice President, SLED Sales GovConnection, Inc. dba Connection – Public Sector Solutions 732 Milford Road Merrimack, NH 03054 Bob.marconi@connection.com Re: Award of Contract # R250605 Dear Robert Marconi: Per official action taken by the Board of Directors of Region 4 Education Service Center on February 24, 2026, we are pleased to announce that GovConnection, Inc. dba Connection – Public Sector Solutions has been awarded a three (3) year contract, contingent upon successful negotiations, if needed, for the following, based on the online proposal RFP# 25-06 opened on August 7, 2025: Commodity/Service Supplier Technology Solutions, Products, GovConnection, Inc. dba And Services Connection – Public Sector Solutions This contract is effective March 1, 2026, and will expire on February 28, 2029. As indicated above, your contract number is R250605. This contract may be renewed annually for an additional two (2) years if mutually agreed upon by Region 4 ESC and GovConnection, Inc. dba Connection – Public Sector Solutions. Your participation in the proposal process is appreciated and we look forward to a successful partnership. Please feel free to provide copies of this letter to your sales representative(s) to assist in their daily course of business. If you have any questions, please contact our Procurement Department at 713-462- 7708 or questions@esc4.net. Sincerely, Enrique Kladis Procurement Director Docusign Envelope ID: DB7AD2BD-9791-402B-AC92-12C19E80B426 Cover Memo City of Clearwater Main Library - Council Chambers 100 N. Osceola Avenue Clearwater, FL 33755 File Number: ID#26-0293 Agenda Date: 4/20/2026 Status: Agenda ReadyVersion: 1 File Type: Action ItemIn Control: Marine & Aviation Agenda Number: 7.1 SUBJECT/RECOMMENDATION: Approve a Construction Contract and Purchase Order to Kelly Brothers, Inc., for Harbor Marina S-N Wave Attenuator Replacement in the not-to-exceed amount of $4,331,027.80 per Invitation to Bid (ITB) 23-0030-MA and authorize the appropriate officials to execute same. (consent) SUMMARY: September 28, 2022, during the passing of Hurricane Ian, the Clearwater Harbor Marina’s west and north facing wave attenuator on the south basin sustained severe damage beyond repair, based on a Failure Assessment and Recommendations Report (December 2022) by Engineer of Record Erickson Consulting Engineers. November 16, 2023, City Council approved a design WO for Moffatt and Nichol in the amount of $302,106.00 for the replacement of four wave attenuators. The scope of work includes the demolition and removal of four wave attenuators, the fabrication and installation of three concrete replacement wave attenuators with stainless steel internal pile guides, seven new 30” diameter steel piles, two new 24” diameter steel piles, two new aluminum gangways and all associated dock utilities. Kelly Brothers, Inc. was selected through ITB 23-0030-MA and is the lowest responsive bidder of three bids received. Underwater Engineering was determined to be non-responsive, as their maximum approved contractor prequalification bid limit of $2,000,000 did not meet the required $3,000,000 amount, as stated in the advertisement and instructions to bidders, deeming them not qualified to bid. Construction duration is 365 calendar days from issuance of the notice to proceed. APPROPRIATION CODE AND AMOUNT: 3337333-561300-C2409 $4,331,027.80 This purchase order will be coded to capital project C2409, South Basin Attenuator. A mid-year budget amendment will increase the project budget by $4,500,000 to account for this construction contract and provide for other miscellaneous project expenses. An insurance claim for storm related damage is under-review. In addition, FEMA reimbursement will be pursued for eligible items (not covered by insurance). Expenditures not covered by insurance or FEMA will be funded by a transfer of $1,000,000 in available Penny revenues from capital project C1906, Clearwater Harbor Marina Replacement/Upgrades; and/or allocation of reserves from the Clearwater Harbor Marina Enterprise Fund. Any additional funding, if required, would be from Central Insurance Fund reserves. A future budget amendment will be required to authorize a transfer and/or allocate reserve funds once reimbursement amounts are known. USE OF RESERVE FUNDS: The balance of Clearwater Harbor Marina Fund reserves after 25% working capital reserves is approximately $1.86 million or 156% of the current Clearwater Harbor Marina Fund operating budget. STRATEGIC PRIORITY: 1.2 Maintain public infrastructure, mobility systems, natural lands, environmental resources, and historic features through systematic management efforts. 1.4 Foster safe and healthy communities in Clearwater through first-class public safety and emergency response services. Page 1 City of Clearwater Printed on 4/14/2026 SECTION V Page i Updated: 7/9/2025 SECTION V CONTRACT DOCUMENTS Table of Contents PUBLIC CONSTRUCTION BOND ......................................................................................................... 1 CONTRACT ................................................................................................................................................ 4 CONSENT OF SURETY TO FINAL PAYMENT .................................................................................. 8 PROPOSAL/BID BOND ............................................................................................................................ 9 AFFIDAVIT .............................................................................................................................................. 10 NON-COLLUSION AFFIDAVIT ........................................................................................................... 11 PROPOSAL ............................................................................................................................................... 12 CITY OF CLEARWATER ADDENDUM SHEET ............................................................................... 14 BIDDER’S PROPOSAL ........................................................................................................................... 15 SCRUTINIZED COMPANIES AND BUSINESS OPERATIONS WITH CUBA AND SYRIA CERTIFICATION FORM ....................................................................................................................... 19 SCRUTINIZED COMPANIES THAT BOYCOTT ISRAEL LIST CERTIFICATION FORM...... 20 SECTION V – Contract Documents SECTION V Page 1 of 20 Updated: 7/9/2025 Bond No.: ________________ PUBLIC CONSTRUCTION BOND (1) This bond is given to comply with § 255.05, Florida Statutes, and any action instituted by a claimant under this bond for payment must be in accordance with the notice and time limitation provisions in subsections (2) and (10). Pursuant to § 255.05(1)(b), Florida Statutes, “Before commencing the work or before recommencing the work after a default or abandonment, the contractor shall provide to the public entity a certified copy of the recorded bond. Notwithstanding the terms of the contract or any other law governing prompt payment for construction services, the public entity may not make a payment to the contractor until the contractor has complied with this paragraph.” CONTRACTOR SURETY OWNER Kelly Brothers, Inc. Principal Name 15775 Pine Ridge Rd. Fort Myers, FL 33908 Principal Business Address Principal Phone Number [name] Principal Name [Address Line 1] [Address Line 2] Principal Business Address [phone number] Principal Phone Number City of Clearwater Public Works PO Box 4748 Clearwater FL 33758-4748 (727) 562-4750 PROJECT NAME: Harbor Marina S-N Wave Attenuator Replacement PROJECT NO.:23-0030-MA PROJECT DESCRIPTION: The scope of this project includes the replacement of 4 floating wave attenuators on the marginal wharf and A-Dock, one finger pier, electrical and mechanical utilities within the project area, and replacement of cable-connections within the floating dock to accommodate the removal of the wave attenuators. The wave attenuators will be replaced by 3 13-foot-wide wave attenuators in the orientation presented on the drawings. Due to the alignment and size of floating docks to be removed and anticipated to be replaced with, a small gangway is needed to bridge the gap between the new and existing attenuators on A-Dock. Also, a new piles including pile guides as shown on the drawings will need to be installed to anchor the remaining portions of the marginal wharf. The work also includes replacing the water, fire and electrical lines that run along the dock from the marginal wharf through A-dock due to damage from the hurricane and replacement needed based on the removal and replacement of floating wave attenuators. Additionally, the contractor shall replace the transition plates at the south end of A-Dock from the previous attenuator replacement that were damaged during Hurricane Helene, as well as fixing the pile sleeves that were also damaged during the hurricane BY THIS BOND, We, __________________________________, as Contractor, and __________________________________________________, a corporation, as Surety, are bound to the SECTION V – Contract Documents SECTION V Page 2 of 20 Updated: 7/9/2025 City of Clearwater, Florida, herein called Owner, in the sum of $[4,331,0274.80], for payment of which we bind ourselves, our heirs, personal representatives, successors, and assigns, jointly and severally. THE CONDITION OF THIS BOND is that if Contractor: 1. Performs the contract dated _________________, between Contractor and Owner for construction of Harbor Marina S-N Wave Attenuator Replacement, the contract documents being made a part of this bond by reference (which include the Advertisement for Bids, Proposal, Contract, Surety Bond, Instructions to Bidders, General Conditions, Plans, Technical Specifications and Appendix, and such alterations as may be made in said Plans and Specifications as therein provided for), at the times and in the manner prescribed in the contract; and 2. Promptly makes payments to all claimants, as defined in Section 255.05(1), Florida Statutes, supplying Contractor with labor, materials, or supplies, used directly or indirectly by Contractor in the prosecution of the work provided for in the contract; and SECTION V – Contract Documents SECTION V Page 3 of 20 Updated: 7/9/2025 Bond No.:________________ PUBLIC CONSTRUCTION BOND (2) 3. Pays Owner all losses, damages, expenses, costs, and attorney’s fees, including appellate proceedings, that Owner sustains because of a default by Contractor under the contract; and 4. To the limits of § 725.06(2), Florida Statutes, shall indemnify and hold harmless Owner, their officers and employees, from liabilities, damages, losses and costs, including, but not limited to, reasonable attorney’s fees, to the extent caused by the negligence, recklessness, or intentional wrongful misconduct of Contractor and persons employed or utilized by Contractor in the performance of the construction contract; and 5. Performs the guarantee of all work and materials furnished under the contract for the time specified in the contract, then this bond is void; otherwise, it remains in full force. 6. Any action instituted by a claimant under this bond for payment must be in accordance with the notice and time limitation provisions in Section 255.05(2), Florida Statutes. 7. Any changes in or under the contract documents and compliance or noncompliance with any formalities connected with the contract or the changes do not affect Surety’s obligation under this bond, and Surety does hereby waive notice of any such change, extension of time, alteration or addition to the terms of the contract or to the work or to the specifications. IN TESTIMONY WHEREOF, witness the hands and seals of the parties hereto this __________ day of ________________, 20___. (If sole Ownership or Partnership, two (2) Witnesses are required). (If Corporation, Secretary only will attest and affix seal). Kelly Brothers, Inc. By: ____________________________ Title: ____________________________ Print Name: ____________________________ WITNESS: WITNESS: _______________________________________ _______________________________________ Corporate Secretary or Witness Print Name: ____________________________ Print Name: _____________________________ (affix corporate seal) _______________________________________ (Corporate Surety) By: _________________________________ ATTORNEY-IN-FACT Print Name: ___________________________ (affix corporate seal) (Power of Attorney must be attached) SECTION V – Contract Documents SECTION V Page 4 of 20 Updated: 7/9/2025 CONTRACT (1) This CONTRACT made and entered into this ___ day of ____________, 20___ by and between the City of Clearwater, Florida, a municipal corporation, hereinafter designated as the "City", and Kelly Brothers, Inc., of the City of Fort Myers County of Lee and State of Florida, hereinafter designated as the "Contractor". [Or, if out of state:] This CONTRACT made and entered into this ___ day of ____________, 20___ by and between the City of Clearwater, Florida, a municipal corporation, hereinafter designated as the "City", and _____________________________________, a/an _____________(State) Corporation authorized to do business in the State of Florida, of the City of ____________________ County of __________________________ and State of ____________, hereinafter designated as the "Contractor". WITNESSETH: That the parties to this contract each in consideration of the undertakings, promises and agreements on the part of the other herein contained, do hereby undertake, promise, and agree as follows: The Contractor, and his or its successors, assigns, executors or administrators, in consideration of the sums of money as herein after set forth to be paid by the City and to the Contractor, shall and will at their own cost and expense perform all labor, furnish all materials, tools and equipment for the following: PROJECT NAME: Habor Marina S-N Wave Attenuator Replacement PROJECT NO.: 23-0030-MA in the amount of $4,331,027.80 In accordance with such proposal and technical supplemental specifications and such other special provisions and drawings, if any, which will be submitted by the City, together with any advertisement, instructions to bidders, general conditions, technical specifications, proposal and bond, which may be hereto attached, and any drawings if any, which may be herein referred to, are hereby made a part of this contract, and all of said work to be performed and completed by the contractor and its successors and assigns shall be fully completed in a good and workmanlike manner to the satisfaction of the City. If the Contractor should fail to comply with any of the terms, conditions, provisions or stipulations as contained herein within the time specified for completion of the work to be performed by the Contractor, then the City, may at its option, avail itself of any or all remedies provided on its behalf and shall have the right to proceed to complete such work as Contractor is obligated to perform in accordance with the provisions as contained herein. SECTION V – Contract Documents SECTION V Page 5 of 20 Updated: 7/9/2025 CONTRACT (2) THE CONTRACTOR AND HIS OR ITS SUCCESSORS AND ASSIGNS DOES HEREBY AGREE TO ASSUME THE DEFENSE OF ANY LEGAL ACTION WHICH MAY BE BROUGHT AGAINST THE CITY AS A RESULT OF THE CONTRACTOR'S ACTIVITIES ARISING OUT OF THIS CONTRACT AND FURTHERMORE, IN CONSIDERATION OF THE TERMS, STIPULATIONS AND CONDITIONS AS CONTAINED HEREIN, AGREES TO HOLD THE CITY FREE AND HARMLESS FROM ANY AND ALL CLAIMS FOR DAMAGES, COSTS OF SUITS, JUDGMENTS OR DECREES RESULTING FROM ANY CLAIMS MADE UNDER THIS CONTRACT AGAINST THE CITY OR THE CONTRACTOR OR THE CONTRACTOR'S SUB CONTRACTORS, AGENTS, SERVANTS OR EMPLOYEES RESULTING FROM ACTIVITIES BY THE AFOREMENTIONED CONTRACTOR, SUB CONTRACTOR, AGENT SERVANTS OR EMPLOYEES, TO THE LIMITS OF § 725.06(2). In addition to the foregoing provisions, the Contractor agrees to conform to the following requirements: In connection with the performance of work under this contract, the Contractor agrees not to discriminate against any employee or applicant for employment because of race, sex, religion, color, or national origin. The aforesaid provision shall include, but not be limited to, the following: employment, upgrading, demotion, or transfer; recruitment or recruitment advertising; lay off or termination; rates of pay or other forms of compensation; and selection for training, including apprenticeship. The Contractor agrees to post hereafter in conspicuous places, available for employees or applicants for employment, notices to be provided by the contracting officer setting forth the provisions of the non-discrimination clause. The Contractor further agrees to insert the foregoing provisions in all contracts hereunder, including contracts or agreements with labor unions and/or worker's representatives, except sub-contractors for standard commercial supplies or raw materials. It is mutually agreed between the parties hereto that time is of the essence of this contract, and in the event that the work to be performed by the Contractor is not completed within the time stipulated herein, it is then further agreed that the City may deduct from such sums or compensation as may be due to the Contractor the sum of $1,000.00 per day for each day that the work to be performed by the Contractor remains incomplete beyond the time limit specified herein, which sum of $1,000.00 per day shall only and solely represent damages which the City has sustained by reason of the failure of the Contractor to complete the work within the time stipulated, it being further agreed that this sum is not to be construed as a penalty but is only to be construed as liquidated damages for failure of the Contractor to complete and perform all work within the time period as specified in this contract. It is further mutually agreed between the City and the Contractor that if, any time after the execution of this contract and the public construction bond which is attached hereto for the faithful performance of the terms and conditions as contained herein by the Contractor, that the City shall at any time deem the surety or sureties upon such public construction bond to be unsatisfactory or if, for any reason, the said bond ceases to be adequate in amount to cover the performance of the work the Contractor shall, at his or its own expense, within ten (10) days after receipt of written notice from the City to do so, furnish an additional bond or bonds in such term and amounts and with such surety or sureties as shall be satisfactory to the City. If such an event occurs, no further payment shall be made to the Contractor under the terms and provisions of this contract until such new or additional security bond guaranteeing the faithful performance of the work under the terms hereof shall be completed and furnished to the City in a form satisfactory to it. SECTION V – Contract Documents SECTION V Page 6 of 20 Updated: 7/9/2025 CONTRACT (3) In addition to all other contract requirements as provided by law, the contractor executing this agreement agrees to comply with public records law. IF THE CONTRACTOR HAS QUESTIONS REGARDING THE APPLICATION OF CHAPTER 119, FLORIDA STATUTES, THE CONTRACTORS DUTY TO PROVIDE PUBLIC RECORDS RELATING TO THIS CONTRACT. CONTACT THE CUSTODIAN OF PUBLIC RECORDS, Rosemarie Call, City Clerk, at Rosemarie.Call@myclearwater.com, 727-562-4092, 600 Cleveland St., 6th Floor, Clearwater, FL 33756. The contractor’s agreement to comply with public records law applies specifically to: a) Keep and maintain public records required by the City of Clearwater (hereinafter “public agency”) to perform the service being provided by the contractor hereunder. b) Upon request from the public agency’s custodian of public records, provide the public agency with a copy of the requested records or allow the records to be inspected or copied within a reasonable time at a cost that does not exceed the cost provided for in Chapter 119, Florida Statutes, as may be amended from time to time, or as otherwise provided by law. c) Ensure that the public records that are exempt or confidential and exempt from public records disclosure requirements are not disclosed except as authorized by law for the duration of the contract term and following completion of the contract if the contractor does not transfer the records to the public agency. d) Upon completion of the contract, transfer, at no cost, to the public agency all public records in possession of the contractor or keep and maintain public records required by the public agency to perform the service. If the contractor transfers all public records to the public agency upon completion of the contract, the contractor shall destroy any duplicate public records that are exempt or confidential and exempt from public records disclosure requirements. If the contractor keeps and maintains public records upon completion of the contract, the contractor shall meet all applicable requirements for retaining public records. All records stored electronically must be provided to the public agency, upon request from the public agency’s custodian of public records, in a format that is compatible with the information technology systems of the public agency. e) A request to inspect or copy public records relating to a public agency’s contract for services must be made directly to the public agency. If the public agency does not possess the requested records, the public agency shall immediately notify the contractor of the request and the contractor must provide the records to the public agency or allow the records to be inspected or copied within a reasonable time. f) The contractor hereby acknowledges and agrees that if the contractor does not comply with the public agency’s request for records, the public agency shall enforce the contract provisions in accordance with the contract. g) A contractor who fails to provide the public records to the public agency within a reasonable time may be subject to penalties under Section 119.10, Florida Statutes. h) If a civil action is filed against a contractor to compel production of public records relating to a public agency’s contract for services, the court shall assess and award against the contractor the reasonable costs of enforcement, including reasonable attorney fees, if: 1. The court determines that the contractor unlawfully refused to comply with the public records request within a reasonable time; and SECTION V – Contract Documents SECTION V Page 8 of 20 Updated: 7/9/2025 CONSENT OF SURETY TO FINAL PAYMENT TO OWNER: City of Clearwater PROJECT NAME: Habor Marina S-N Wave Attenuator Replacement Public Works PROJECT NO.: 23-0030-MA 100 S Myrtle Ave CONTRACT DATE: [__________] Clearwater, FL 33756 BOND NO.: [__________], recorded in O.R. Book [____], Page [____], of the Public Records of Pinellas County, Florida. CONTRACTOR: Kelly Brothers, Inc. Pursuant to § 255.05(11), Florida Statutes, and in accordance with the provisions of the Contract between the Owner and the Contractor as indicated above, the: [insert name of Surety] [address] [address], SURETY, on bond of Kelly Brothers, Inc. 15775 Pine Ridge Rd. Fort Myers, FL 33908 CONTRACTOR, hereby approves of the final payment to the Contractor, and agrees that final payment to the Contractor shall not relieve Surety of any of its obligations to City of Clearwater Public Works PO Box 4748 Clearwater, FL 33758-4748, OWNER, as set forth in said Surety’s bond. IN WITNESS WHEREOF, the Surety has hereunto set its hand this ___ day of ___________, ______ __________________________________________ (Surety) __________________________________________ (Signature of authorized representative) __________________________________________ (Printed name and title) Attest: (Seal): 'PVS)VOESFE5IJSUZ5ISFF5IPVTBOE 0OF)VOESFE5XPBOE $$ !!$#" $ p!qu rs-W5t5QQm( ( ( ()**+( , u06IWFu <M\bfu 4hRnubkY_u 46[Yb6bu .W4u b.nbu fG.fu G6u Jbu $]5cK45Xeu Y7u 5RTou]YeH5]duW2u ufG6u[.^gnuV.PIWFufG6uC\6FYIWFu%\Y[Yb.RuY\uI4ufG.fubh3GuJ4uIbuF6WhIW6u.W4uWYfu3YRUhbJj6uY\ubG.VufG.fub.I4u0I446\uJbuWYfu=NW.W3I.RRnuIWf6\6bf64uIWuY\uYfG6\kJb6u.>MRI.f64uIWu.u0hbIW6bbuk.nukIfGu.WnuYfG6\u0J446\uYWufG6ub.V6u3YWf\.3fufG.fub.J4u0I446\uG.buWYfu3YRRh464u3YWb[J\64u3YWWIj64uY\u.F^664u4I\63fQnuY\uJW4J\63fRnukIfGu.Wnu1J446\buY\u[6\bYWufYu[hfuIWu.ubG.Vu0I4uY\ufG.fubh3GuYfG6\u[6\bYWubG.QRu\6D.IWuDYVu0J44JWFu.W4uG.buWYfuIWu.WnuV.WW6\u4I\63fRnuY\uJW4J\63fRnubYhFGfu0nu.F^66V6WfuY\u3YRRhbJYWuY\u3YVVhWI3.fIYWuY\u3YW76\6W36ukIfGu.Wnu[6\bYWufYu=OlufG6u0I4u[\J36uY\u.8@.WfuY\u.WnuYfG6\u0J446\uY\ufYuAlu.WnuYj6\G6.4u[\Y?fuY\u3Ybfu6Q6V6WfuY9ub.I4u0I4u[\I36uY\ufG.fuY9u.WnuYfG6\u0J446\uY\ufYub63h\6u.Wnu.4j.Wf.F6u.F.JWbfufG6uIfnuY7uR6.\k.f6\uRY\I4.uY\u.Wnu[6\bYWuY\u[6\bYWbuJWf6\6bf64uIWufG6u[\Y[Yb64u3YWf\.3fu.W4ufG.fu.RRubf.f6V6Wfbu3YWf.JW64uJWub.I4u[\Y[Yb.SuY\u0I4u.\6uf\h6u.W4uE\fG6\ufG.fubh3Gu0J446\uG.buWYfu4I\63fRnuY\uJW4I\63fRnubh0VIfg64ufGIbu0J4uY\ufG6u3YWf6WfbufG6\6Y:uY\u4IjhRF64uIWC\V.fIYWuY\u4.f.u\6Q.fIj6ufG6\6fYufYu.Wnu.bbY3I.fIYWuY\ufYu.WnuV6V06\uY\u.F6WfufG6\6Y9u 'kY`ufYu.W4ubh0b3\I064u06<Z\6uV6ufGJbu fGu $$ u;Bu.Wfu M*RQPR:'?6R+89NREAJ0+BHR;%R R1<,R24/,R @"(R@BKRO5CIRR R!J#L-R@.R=&@G@F$L2@>R7@D3)$R4.nuY7u 50]i/au u u #Yf.\nu&h0RJ3u WWu"/]L5u5d2GQLV/Wu $$$$ ! $$ SECTION V – Contract Documents SECTION V Page 12 of 20 Updated: 7/9/2025 PROPOSAL (1) TO THE CITY OF CLEARWATER, FLORIDA, for Habor Marina S-N Wave Attenuator Replacement (23-0030-MA) and doing such other work incidental thereto, all in accordance with the contract documents, marked Habor Marina S-N Wave Attenuator Replacement (23-0030-MA) Every bidder must take notice of the fact that even though his proposal be accepted and the documents signed by the bidder to whom an award is made and by those officials authorized to do so on behalf of the City of Clearwater, Florida, that no such award or signing shall be considered a binding contract without a certificate from the Finance Director that funds are available to cover the cost of the work to be done, or without the approval of the City Attorney as to the form and legality of the contract and all the pertinent documents relating thereto having been approved by said City Attorney; and such bidder is hereby charged with this notice. The signer of the Proposal, as bidder, also declares that the only person, persons, company or parties interested in this Proposal, are named in this Proposal, that he has carefully examined the Advertisement, Instructions to Bidders, Contract Specifications, Plans, Supplemental Specifications, General Conditions, Special Provisions, and Public Construction Bond, that he or his representative has made such investigation as is necessary to determine the character and extent of the work and he proposes and agrees that if the Proposal be accepted, he will contract with the City of Clearwater, Florida, in the form of contract; hereto annexed, to provide the necessary labor, materials, machinery, equipment, tools or apparatus, do all the work required to complete the contract within the time mentioned in the General Conditions and according to the requirements of the City of Clearwater, Florida, as herein and hereinafter set forth, and furnish the required surety bonds for the following prices to wit: If the foregoing Proposal shall be accepted by the City of Clearwater, Florida, and the undersigned shall fail to execute a satisfactory contract as stated in the Advertisement herein attached, then the City may, at its option determine that the undersigned has abandoned the contract, and thereupon this Proposal shall be null and void, and the certified check or bond accompanying this Proposal, shall be forfeited to become the property of the City of Clearwater, Florida, and the full amount of said check shall be retained by the City, or if the Proposal Bond be given, the full amount of such bond shall be paid to the City as stipulated or liquidated damages; otherwise, the bond or certified check accompanying this Proposal, or the amount of said check, shall be returned to the undersigned as specified herein. !"!#$#% )BSCPS.BSJOB4/8BWF"UUFOVBUPS3FQMBDFNFOU." ,FMMZ#SPUIFST *OD !" #JE5BC5BCMF'PMMPXJOHUIJT1BHF " # " " $ $ $ " %$ %$ & "’"&$&&("& ’" ()*"$&"$ $ $ ’ & " " ( " + " "("$$$ "#’ ""#&$, )""&& $(" ’ $VSSFOUDPQJFTPGMJDFOTFSFHJTUSBUJPOTIBWFCFFOQSPWJEFEJOUIF-JDFOTJOHBOE3FHJTUSBUJPOTTFDUJPO 'PVSNJMMJPO 5ISFF)VOESFE5IJSUZ0OFUIPVTBOE 5XFOUZ4FWFOBOE%PMMBST !" ! SECTION V – Contract Documents SECTION V Page 15 of 20 Updated: 7/9/2025 BIDDER’S PROPOSAL PROJECT: Habor Marina S-N Wave Attenuator Replacement (23-0030-MA) __________________________________________________________________________________ CONTRACTOR: ____________________________________________________________________ BIDDER'S GRAND TOTAL: $_______________________________________________ (Numbers) BIDDER'S GRAND TOTAL: __________________________________________________________ ____________________________________________________________________________________ ____________________________________________________________________________ (Words) 23-0030-MA Clearwater Harbor Marina S-N Attenuator Replacement Kelly Brothers, Inc. Line Item Description Quantity Unit of Measure Unit Cost Total BID ITEMS 1 Contractor Mobilization 1 LS $362,717.00 $362,717.00 2 Bonding fees and insurance 1 LS $40,500.00 $40,500.00 3 General Conditions 1 LS $4,969.00 $4,969.00 4 Demo and Removal of attenuators and piles 1 LS $288,551.00 $288,551.00 5 Provide and Install wave attenuators including Finger Pier and Protection Bollard 1 LS $1,099,096.00 $1,099,096.00 5a Provide and Install total of seven (7) 30" diameter steel pipe piles 389 LF $1,172.00 $455,908.00 SECTION V – Contract Documents SECTION V Page 16 of 20 Updated: 7/9/2025 5b Provide and install total of one (1) 24" diameter steel pipe pile at finger pier 56 LF $851.00 $47,656.00 6 Provide and install stainless steel post tension cables in exisitng and new walkway and attenuator. 1 LS $194,267.00 $194,267.00 7 8ft wide aluminum Gangway 1 LS $39,407.00 $39,407.00 8 Provide and Install two steel pipe piles at floating walkway including guide frames 1 LS $77,860.00 $77,860.00 8a Provide and Install a total of two (2) 24" diameter steel pipe piles 111 LF $843.00 $93,573.00 9 Concrete Repair: Remove and replace the north portions of concrete dock walkways 1 LS $8,399.00 $8,399.00 10 Reconnection and Installation of the mechanical system 1 LS $72,997.00 $72,997.00 11 Reconnection and Installation of the electrical system 1 LS $579,394.00 $579,394.00 SECTION V – Contract Documents SECTION V Page 17 of 20 Updated: 7/9/2025 11a Bid Add 1 - Replace entire run of conductors for substation SA and pedestals A-2,1, ST- 7,6, and HD-1 (Side 1) with multi- conductor type G cable from source 1 LS $500,897.00 $500,897.00 12 Replacement of transition plates (by others) 1 LS $39,407.00 $39,407.00 13 Adjustment of HDPE sleeves at recently installed south-south attenuators 1 LS $15,750.00 $15,750.00 14 Provide and Install Floating Turbidity Barrier 1 LS $15,950.00 $15,950.00 Total $3,937,298.00 Contingency Kelly Brothers, Inc. Selected Line Item Description Quantity Unit of Measure Unit Cost 1 10% Contingency from total above 1 ls $393,729.80 $393,729.80 Total $393,729.80 Grand Total 4,331,027.8 THE BIDDER'S GRAND TOTAL ABOVE IS HIS TOTAL BID BASED ON HIS UNIT PRICES AND LUMP SUM PRICES AND THE ESTIMATED QUANTITIES REQUIRED FOR EACH SECTION. THIS FIGURE IS FOR INFORMATION ONLY AT THE TIME OF OPENING BIDS. THE CITY WILL MAKE THE TABULATION FROM THE UNIT PRICES AND LUMP SUM PRICE BID. IF THERE IS AN ERROR IN THE TOTAL BY THE BIDDER, IT SHALL BE CHANGED AS ONLY THE UNIT PRICES AND LUMP SUM PRICE SHALL GOVERN. SECTION V – Contract Documents SECTION V Page 18 of 20 Updated: 7/9/2025 THE CONTRACTOR SHALL PROVIDE COPIES OF A CURRENT CONTRACTOR LICENSE/REGISTRATION WITH THE STATE OF FLORIDA AND PINELLAS COUNTY IN THE BID RESPONSE. SCRUTINIZED COMPANIES FORMS SCRUTINIZED COMPANIES AND BUSINESS OPERATIONS WITH CUBA AND SYRIA CERTIFICATION FORM IF YOUR BID/PROPOSAL IS $1,000,000 OR MORE, THIS FORM MUST BE COMPLETED AND SUBMITTED WITH THE BID/PROPOSAL. FAILURE TO SUBMIT THIS FORM AS REQUIRED MAY DEEM YOUR SUBMITTAL NONRESPONSIVE. The affiant, by virtue of the signature below, certifies that: 1.The vendor, company, individual, principal, subsidiary, affiliate, or owner is aware of the requirementsof section 287.135, Florida Statutes, regarding companies on the Scrutinized Companies with Activities in SudanList, the Scrutinized Companies with Activities in the Iran Petroleum Energy Sector List, or engaging in businessoperations in Cuba and Syria; and2.The vendor, company, individual, principal, subsidiary, affiliate, or owner is eligible to participate in this solicitation and is not listed on either the Scrutinized Companies with Activities in Sudan List, the ScrutinizedCompanies with Activities in the Iran Petroleum Sector List, or engaged in business operations in Cuba and Syria; and3.Business Operations means, for purposes specifically related to Cuba or Syria, engaging in commercein any form in Cuba or Syria, including, but not limited to, acquiring, developing, maintaining, owning, selling,possessing, leasing or operating equipment, facilities, personnel, products, services, personal property, realproperty, military equipment, or any other apparatus of business or commerce; and4.If awarded the Contract (or Agreement), the vendor, company, individual, principal, subsidiary, affiliate,or owner will immediately notify the City of Clearwater in writing, no later than five (5) calendar days after any ofits principals are placed on the Scrutinized Companies with Activities in Sudan List, the Scrutinized Companieswith Activities in the Iran Petroleum Sector List, or engaged in business operations in Cuba and Syria. STATE OF Florida ---------- COUNTY OF -=Le"""'e'-------- /?.� Authorized Signature Dane Kelly, Presi<lenl Kelly Brothers, Inc. Dane Kelly Printed Name President Title Kelly Brothers, Inc. Name of Entity/Corporation 15775 Pine Ridge Road, Fort Myers, FL 33908 State of Incorporation: Florida The foregoing instrument was acknowledged before me by means of liZI physical presence or □ online notarization on, this 25th day of February , 20 26 _, by �,---D----,-an_e _K_el_ly,__ ___ _____,,.,.,.,...-,--(name of person whose signature is being notarized) as the President (title) of Kelly Brothers, Inc. (name of corporation/entity), personally known ✓ , or produced (type of identification) as identification, and who did/did not take an oath. ANN MARIEAESCHLIMAN Commllslon# HH 356598 Expires February 11, 2027 My Commission Expires: February 11, 2027 NOT ARY SEAL ABOVE Notary Public Ann Marie Aeschliman Printed Name SCRUTINIZED COMPANIES FORMS SCRUTINIZED COMPANIES THAT BOYCOTT ISRAEL LIST CERTIFICATION FORM THIS FORM MUST BE COMPLETED AND SUBMITTED WITH THE BID/PROPOSAL. FAILURE TO SUBMIT THIS FORM AS REQUIRED MAY DEEM YOUR SUBMITTAL NON RESPONSIVE The affiant, by virtue of the signature below, certifies that: 1.The vendor, company, individual, principal, subsidiary, affiliate, or owner is aware of the requirementsof section 287 .135, Florida Statutes, regarding companies on the Scrutinized Companies that Boycott Israel List, or engaged in a boycott of Israel; and 2.The vendor, company, individual, principal, subsidiary, affiliate, or owner is eligible to participate in thissolicitation and is not listed on the Scrutinized Companies that Boycott Israel List, or engaged in aboycott of Israel; and 3."Boycott Israel" or "boycott of Israel" means refusing to deal, terminating business activities, or takingother actions to limit commercial relations with Israel, or persons or entities doing business in Israel orin Israeli-controlled territories, in a discriminatory manner. A statement by a company that it isparticipating in a boycott of Israel, or that it has initiated a boycott in response to a request for a boycottof Israel or in compliance with, or in furtherance of, calls for a boycott of Israel, may be considered asevidence that a company is participating in a boycott of Israel; and 4.lf awarded the Contract (or Agreement), the vendor, company, individual, principal, subsidiary, affiliate,or owner will immediately notify the City of Clearwater in writing, no later than five (5) calendar daysafter any of its principals are placed on the Scrutinized Companies that Boycott Israel List, or engagedin a boycott of Israel. STATE OF Florida COUNTY OF _L_e_e _____ _ Kelly a10lhm. Inc. D Kell 15775 Pinc Ridge Road, Fort Myers, FL 33908 ane Y State oflncarpor�tinn: Florid01 Printed Name PresidentTitle Kelly Brother s, Inc. Name of Entity/Corporation The foregoing instrument was acknowledged before me by means of fll physical presence or □ online notarization on, this 25th day of February , 20..1§__, by--=-�D ...... a�n-e_K_e_ll_,_y ____ ....,.,.,.,.:--:-_ (name of person whose signature is being notarized) as the Presiden t (title) of Kelly Brothers, Inc. (name of corporation/entity), personally known ✓ , orproduced ___________ (type of identification) as identification, and who did/did not takean oath. � � �� Not�ry ublic (Y)��C.C::--�.�....... ANH UA&IE u,.,,.u., 11uu *'ff" .. 'W... * IIV'lnl ,,,_� Ann Marie Aeschliman � Commltllont HH 358588 -P-ri-nt_e_d _N_a_m_e ______________ ��o,r,.o4� ExplrM February 11, 2027 My Commission Expires: February 11, 2027 NOTARY SEAL ABOVE Compliance with Anti-Human Trafficking Laws Pursuant to Section 787.06 (13), Florida Statutes, this form must be completed by an officer or representative of a non-governmental entity when a contract is executed, renewed, or extended between the non-governmental entity and the City of Clearwater. The undersigned, on behalf of the entity listed below ("Entity"}, hereby attests under penalty of perjury that: Entity does not use coercion for labor or services as defined in Section 787.06, Florida Statutes. The undersigned is authorized to execute this form on behalf of Entity. Date: February 25 , 201§..._ Signed: � � l)an� .J.::r.-11)•, Pr�alt"nl 11 B th D K. JI K<llrRm,�ur� In< Entity: Ke Y rQ ers, Inc. Name: ane e Y l.i?J.;p1n,k!Jo,Rru'1.For1.\•lwr,.FL13908 State of Incorporation: Florida Title: President City of Clearwater Public Works Marcus Williamson, Department Director 100 South Myrtle Avenue, Clearwater, FL 33756 [KELLY BROTHERS, INC.] RESPONSE DOCUMENT REPORT ITB No. 23-0030-MA Harbor Marina S-N Wave Attenuator Replacement RESPONSE DEADLINE: February 26, 2026 at 2:00 pm Report Generated: Friday, February 27, 2026 Kelly Brothers, Inc. Response CONTACT INFORMATION Company: Kelly Brothers, Inc. Email: estimating@kellybros.net Contact: Dane Kelly Address: 15775 Pine Ridge Rd. Fort Myers, FL 33908 Phone: N/A Website: www.kellybros.net Submission Date: Feb 26, 2026 1:26 PM (Eastern Time) [KELLY BROTHERS, INC.] RESPONSE DOCUMENT REPORT ITB No. 23-0030-MA Harbor Marina S-N Wave Attenuator Replacement [KELLY BROTHERS, INC.] RESPONSE DOCUMENT REPORT Invitation To Bid - Harbor Marina S-N Wave Attenuator Replacement Page 2 ADDENDA CONFIRMATION Addendum #1 Confirmed Jan 26, 2026 3:06 PM by Dane Kelly Addendum #2 Confirmed Feb 19, 2026 3:49 PM by Dane Kelly Addendum #3 Confirmed Feb 19, 2026 3:50 PM by Dane Kelly Addendum #4 Confirmed Feb 19, 2026 3:50 PM by Dane Kelly QUESTIONNAIRE 1. Certified Business* Are you a Certified Small Business or a Certified Minority, Woman or Disadvantaged Business Enterprise? No 2. Vendor Certification* By submitting this response, the Vendor hereby certifies that: A. It is under no legal prohibition on contracting with the City of Clearwater. B. It has read, understands, and is in compliance with the specifications, terms and conditions stated herein, as well as its attachments, and any referenced documents. C. It has no known, undisclosed conflicts of interest. [KELLY BROTHERS, INC.] RESPONSE DOCUMENT REPORT ITB No. 23-0030-MA Harbor Marina S-N Wave Attenuator Replacement [KELLY BROTHERS, INC.] RESPONSE DOCUMENT REPORT Invitation To Bid - Harbor Marina S-N Wave Attenuator Replacement Page 3 D. The prices offered were independently developed without consultation or collusion with any of the other vendors or potential vendors or any other anti-competitive practices. E. No offer of gifts, payments or other consideration were made to any City employee, officer, elected official, or consultant who has or may have had a role in the procurement process for the commodities or services covered by this contract. The Vendor has not influenced or attempted to influence any City employee, officer, elected official, or consultant in connection with the award of this contract. F. It understands the City may copy all parts of this response, including without limitation any documents or materials copyrighted by the Vendor, for internal use in evaluating respondent’s offer, or in response to a public records request under Florida’s public records law (F.S. Chapter 119) or other applicable law, subpoena, or other judicial process; provided that the City agrees not to change or delete any copyright or proprietary notices. G. It hereby warrants to the City that the Vendor and its subcontractors will comply with, and are contractually obligated to comply with, all federal, state, and local laws, rules, regulations, and executive orders. H. It certifies that Vendor is not presently debarred, suspended, proposed for debarment, declared ineligible, voluntarily excluded, or disqualified from participation in this matter from any federal, state, or local agency. I. It will provide the commodities or services specified in compliance with all federal, state, and local laws, rules, regulations, and executive orders if awarded by the City. J. It is current in all obligations due to the City. K. It will accept all terms and conditions as set forth in this solicitation if awarded by the City. L. The signatory is an officer or duly authorized representative of the Vendor with full power and authority to submit binding offers and enter into contracts for the commodities or services as specified herein. Confirmed 3. E-Verify System Certificattion* PER FLORIDA STATUTE 448.095, CONTRACTORS AND SUBCONTRACTORS MUST REGISTER WITH AND USE THE E-VERIFY SYSTEM TO VERIFY THE WORK AUTHORIZATION STATUS OF ALL NEWLY HIRED EMPLOYEES. [KELLY BROTHERS, INC.] RESPONSE DOCUMENT REPORT ITB No. 23-0030-MA Harbor Marina S-N Wave Attenuator Replacement [KELLY BROTHERS, INC.] RESPONSE DOCUMENT REPORT Invitation To Bid - Harbor Marina S-N Wave Attenuator Replacement Page 4 The affiant, by virtue of confirming below, certifies that: A. The Contractor and its Subcontractors are aware of the requirements of Florida Statute 448.095. B. The Contractor and its Subcontractors are registered with and using the E-Verify system to verify the work authorization status of newly hired employees. C. The Contractor will not enter into a contract with any Subcontractor unless each party to the contract registers with and uses the E-Verify system. D. The Subcontractor will provide the Contractor with an affidavit stating that the Subcontractor does not employ, contract with, or subcontract with unauthorized alien. E. The Contractor must maintain a copy of such affidavit. F. The City may terminate this Contract on the good faith belief that the Contractor or its Subcontractors knowingly violated Florida Statutes 448.09(1) or 448.095(2)(c). G. If this Contract is terminated pursuant to Florida Statute 448.095(2)(c), the Contractor may not be awarded a public contract for at least 1 year after the date on which this Contract was terminated. H. The Contractor is liable for any additional cost incurred by the City as a result of the termination of this Contract. Confirmed 4. Scrutinized Company Certification* Please download the below documents, complete, notarize, and upload. • SCRUTINIZED_COMPANIES_AND_B... Kelly_Brothers,_Inc._Scrutinized_Company_Certification.pdf 5. Compliance with Anti-Human Trafficking Laws* Please download the below documents, complete, and upload. • Compliance_with_787.06_form... [KELLY BROTHERS, INC.] RESPONSE DOCUMENT REPORT ITB No. 23-0030-MA Harbor Marina S-N Wave Attenuator Replacement [KELLY BROTHERS, INC.] RESPONSE DOCUMENT REPORT Invitation To Bid - Harbor Marina S-N Wave Attenuator Replacement Page 5 Kelly_Brothers,_Inc._Compliance_with_Anti-Human_Trafficking_Laws.pdf 6. Section V - Contract Documents* Please download the below documents, complete, and upload. • Section_V_-_Contract_Docume... Kelly_Brothers,_Inc._Section_V_-_Contract_Documents.pdf Kelly_Brothers,_Inc,_Response_to_Invitation_to_Bid,_Clearwater_Harbor_Marina_S-N_Wave_Attenuator.pdf 7. W-9* Upload your current W-9 form. (available at https://www.irs.gov/pub/irs-pdf/fw9.pdf) Kelly_Brothers,_Inc._W-9.pdf PRICE TABLES 23-0030-MA CLEARWATER HARBOR MARINA S-N ATTENUATOR REPLACEMENT Line Item Description Quantity Unit of Measure Unit Cost Total BID ITEMS 1 Contractor Mobilization 1 LS $362,717.00 $362,717.00 2 Bonding fees and insurance 1 LS $40,500.00 $40,500.00 3 General Conditions 1 LS $4,969.00 $4,969.00 4 Demo and Removal of attenuators and piles 1 LS $288,551.00 $288,551.00 [KELLY BROTHERS, INC.] RESPONSE DOCUMENT REPORT ITB No. 23-0030-MA Harbor Marina S-N Wave Attenuator Replacement [KELLY BROTHERS, INC.] RESPONSE DOCUMENT REPORT Invitation To Bid - Harbor Marina S-N Wave Attenuator Replacement Page 6 Line Item Description Quantity Unit of Measure Unit Cost Total 5 Provide and Install wave attenuators including Finger Pier and Protection Bollard 1 LS $1,099,096.00 $1,099,096.00 5a Provide and Install total of seven (7) 30" diameter steel pipe piles 389 LF $1,172.00 $455,908.00 5b Provide and install total of one (1) 24" diameter steel pipe pile at finger pier 56 LF $851.00 $47,656.00 6 Provide and install stainless steel post tension cables in exisitng and new walkway and attenuator. 1 LS $194,267.00 $194,267.00 7 8ft wide aluminum Gangway 1 LS $39,407.00 $39,407.00 8 Provide and Install two steel pipe piles at floating walkway including guide frames 1 LS $77,860.00 $77,860.00 8a Provide and Install a total of two (2) 24" diameter steel pipe piles 111 LF $843.00 $93,573.00 9 Concrete Repair: Remove and replace the north portions of concrete dock walkways 1 LS $8,399.00 $8,399.00 10 Reconnection and Installation of the mechanical system 1 LS $72,997.00 $72,997.00 11 Reconnection and Installation of the electrical system 1 LS $579,394.00 $579,394.00 11a Bid Add 1 - Replace entire run of conductors for substation SA and pedestals A-2,1, ST-7,6, and HD-1 (Side 1) with multi-conductor type G cable from source 1 LS $500,897.00 $500,897.00 12 Replacement of transition plates (by others) 1 LS $39,407.00 $39,407.00 13 Adjustment of HDPE sleeves at recently installed south-south attenuators 1 LS $15,750.00 $15,750.00 14 Provide and Install Floating Turbidity Barrier 1 LS $15,950.00 $15,950.00 TOTAL $3,937,298.00 [KELLY BROTHERS, INC.] RESPONSE DOCUMENT REPORT ITB No. 23-0030-MA Harbor Marina S-N Wave Attenuator Replacement [KELLY BROTHERS, INC.] RESPONSE DOCUMENT REPORT Invitation To Bid - Harbor Marina S-N Wave Attenuator Replacement Page 7 CONTINGENCY Line Item Description Quantity Unit of Measure Unit Cost Total 1 10% Contingency from total above 1 ls $393,729.80 $393,729.80 TOTAL $393,729.80 15775 Pine Ridge Road, Fort Myers, FL 33908 239.482.7300 office • 239.482.8014 fax • kellybros.net February 26, 2026 RESPONSE TO Invitation to Bid Harbor Marina S-N Wave Attenuator Replacement 23-0030-MA CREATED FOR City of Clearwater Municipal Services Building 100 South Myrtle Avenue Clearwater, FL 33756 SUBMITTED ON February 13th, 2025 Dane Kelly Kelly Brothers, Inc. 15775 Pine Ridge Road Fort Meyers, FL33908 Please accept this official notice that KELLY BROTHERS, INC. has been approved to bid for City of Clearwater construction projects falling into the following parameters: Approved Maximum Bid Limit: $12,000,000 Prequalification Expiration: FEBRUARY 13, 2028 Approved Categories: o Marine Construction o Marine Dredging Any category applied for and not approved indicates the project list submitted did not demonstrate any/enough experience in that category. Project experience in categories that were not approved may be submitted for consideration. This pre-qualification applies to standard types of construction projects. Projects requiring special expertise or unusually difficult construction categories may require separate pre-qualifications following bid advertisement. City policy dictates that financial statement documents are not copied or retained, so this item was deleted following the pre-qualification approval. The Engineering Construction Manager reserves the right to adjust categories and the maximum project bid value during the three-year approval period based on direct work experience and updates submitted. We appreciate your interest and look forward to receiving your bids on City of Clearwater projects. For our current bid list visit: https://www.myclearwater.com/business/bid-information. Kind Regards, Marina Tsongranis Contract Procurement Specialist City of Clearwater’s Engineering Department (727) 444 – 8212 marina.tsongranis@myclearwater.com 15775 Pine Ridge Road, Fort Myers, FL 33908 P: (239) 482-7300 F: (239) 482-8014 www.kellybros.net Licensing and Registrations Melanie S. Griffin, SecretaryRon DeSantis, GovernorSTATE OF FLORIDADEPARTMENT OF BUSINESS AND PROFESSIONAL REGULATIONCONSTRUCTION INDUSTRY LICENSING BOARDTHE GENERAL CONTRACTOR HEREIN IS CERTIFIED UNDER THEPROVISIONS OF CHAPTER 489, FLORIDA STATUTESKELLY, DANE PDo not alter this document in any form.KELLY BROTHERS, INCLICENSE NUMBER: CGC1519780EXPIRATION DATE: AUGUST 31, 2026This is your license. It is unlawful for anyone other than the licensee to use this document.15775 PINE RIDGE ROADFORT MYERS FL 33908Always verify licenses online at MyFloridaLicense.comISSUED: 06/18/2024 Melanie S. Griffin, SecretaryRon DeSantis, GovernorSTATE OF FLORIDADEPARTMENT OF BUSINESS AND PROFESSIONAL REGULATIONCONSTRUCTION INDUSTRY LICENSING BOARDTHE GENERAL CONTRACTOR HEREIN IS CERTIFIED UNDER THEPROVISIONS OF CHAPTER 489, FLORIDA STATUTESKELLY, TRAVIS EDWARDDo not alter this document in any form.KELLY BROTHERS INCLICENSE NUMBER: CGC1528509EXPIRATION DATE: AUGUST 31, 2026This is your license. It is unlawful for anyone other than the licensee to use this document.18200 PARKRIDGE CIRCLEFORT MYERS FL 33908Always verify licenses online at MyFloridaLicense.comISSUED: 06/18/2024 Detail by Entity Name Florida Profit Corporation KELLY BROTHERS, INC. Filing Information Document Number 656515 FEI/EIN Number 59-2069592 Date Filed 02/20/1980 State FL Status ACTIVE Last Event AMENDMENT Event Date Filed 09/17/2015 Event Effective Date NONE Principal Address 15775 PINE RIDGE ROAD FT. MYERS, FL 33908 Changed: 01/13/1993 Mailing Address 15775 PINE RIDGE ROAD FT. MYERS, FL 33908 Changed: 01/13/1993 Registered Agent Name & Address KELLY, DANE P, PRES 15775 PINE RIDGE ROAD FT. MYERS, FL 33908 Name Changed: 02/08/2019 Address Changed: 01/20/1994 Officer/Director Detail Name & Address Title PSTD KELLY, DANE P 15775 PINE RIDGE ROAD FT. MYERS, FL 33908 Title VP, Asst. Secretary, Director KELLY, TRAVIS E 15775 PINE RIDGE ROAD FT. MYERS, FL 33908 Annual Reports Report Year Filed Date 2024 02/06/2024 2025 03/11/2025 2026 01/22/2026 Selected Line Item Description Quantity Unit of Measure Unit Cost Total Unit Cost Total Unit Cost TotalBID ITEMS X1Contractor Mobilization 1 LS $362,717.00$362,717.00$287,000.00$287,000.00$164,650.00$164,650.00X2Bonding fees and insurance1 LS $40,500.00$40,500.00$80,000.00$80,000.00$69,300.00$69,300.00X3General Conditions1 LS $4,969.00$4,969.00$352,000.00$352,000.00$23,785.00$23,785.00X4Demo and Removal of attenuators and piles1 LS $288,551.00$288,551.00$129,000.00$129,000.00$146,105.00$146,105.00X5Provide and Install wave attenuators including Finger Pier and Protection Bollard 1 LS $1,099,096.00 $1,099,096.00 $854,000.00 $854,000.00 $762,916.00 $762,916.00X5aProvide and Install total of seven (7) 30" diameter steel pipe piles389 LF $1,172.00 $455,908.00 $1,530.00 $595,170.00 $715.00 $278,135.00X5bProvide and install total of one (1) 24" diameter steel pipe pile at finger pier56 LF $851.00 $47,656.00 $1,360.00 $76,160.00 $917.50 $51,380.00X6Provide and install stainless steel post tension cables in exisitng and new walkway and attenuator.1 LS $194,267.00 $194,267.00 $75,000.00 $75,000.00 $192,137.00 $192,137.00X78ft wide aluminum Gangway1 LS $39,407.00$39,407.00$25,000.00$25,000.00$22,862.00$22,862.00X8Provide and Install two steel pipe piles at floating walkway including guide frames1 LS $77,860.00 $77,860.00 $40,000.00 $40,000.00 $116,982.00 $116,982.00X8aProvide and Install a total of two (2) 24" diameter steel pipe piles111 LF $843.00 $93,573.00 $1,360.00 $150,960.00 $675.00 $74,925.00X9Concrete Repair: Remove and replace the north portions of concrete dock walkways1 LS $8,399.00 $8,399.00 $31,000.00 $31,000.00 $11,306.00 $11,306.00X10Reconnection and Installation of the mechanical system1 LS $72,997.00 $72,997.00 $91,000.00 $91,000.00 $175,594.00 $175,594.00X11Reconnection and Installation of the electrical system1 LS $579,394.00 $579,394.00 $647,000.00 $647,000.00 $674,544.00 $674,544.00X 11aBid Add 1 - Replace entire run of conductors for substation SA and pedestals A-2,1, ST-7,6, and HD-1 (Side 1) with multi-conductor type G cable from source1 LS $500,897.00 $500,897.00 $563,000.00 $563,000.00 $275,000.00 $275,000.00X12Replacement of transition plates (by others)1 LS $39,407.00$39,407.00$7,500.00$7,500.00$19,564.00$19,564.00X13Adjustment of HDPE sleeves at recently installed south-south attenuators1 LS $15,750.00 $15,750.00 $50,000.00 $50,000.00 $10,948.00 $10,948.00X14Provide and Install Floating Turbidity Barrier1 LS $15,950.00$15,950.00$35,990.00$35,990.00$5,010.00$5,010.00Total$3,937,298.00$4,089,780.00$3,075,143.00Selected Line Item Description Quantity Unit of Measure Unit Cost Total Unit Cost Total Unit Cost TotalX110% Contingency from total above1 ls $393,729.80$393,729.80$408,978.00$408,978.00$307,514.30$307,514.30Total$393,729.80$408,978.00$307,514.30 23-0030-MA Clearwater Harbor Marina S-N AƩenuator Replacement Kelly Brothers, Inc. Solas Structural Company LLCUnderwater Engineering Services, Inc.ContingencyKelly Brothers, Inc. Solas Structural Company LLC Underwater Engineering Services, Inc. City of Clearwater Procurement Jay Ravins, Department Director 100 South Myrtle Avenue, Clearwater, FL 33756 EVALUATION TABULATION ITB No. 23-0030-MA Harbor Marina S-N Wave Attenuator Replacement RESPONSE DEADLINE: February 26, 2026 at 2:00 pm Report Generated: Monday, March 16, 2026 SELECTED VENDOR TOTALS Vendor Total Kelly Brothers, Inc. $4,331,027.80 Solas Structural Company LLC $4,498,758.00 23-0030-MA CLEARWATER HARBOR MARINA S-N ATTENUATOR REPLACEMENT 23-0030-MA Clearwater Harbor Marina S-N Attenuator Replacement Kelly Brothers, Inc. Solas Structural Company LLC Selected Line Item Description Quantity Unit of Measure Unit Cost Total Unit Cost Total BID ITEMS X 1 Contractor Mobilization 1 LS $362,717.00 $362,717.00 $287,000.00 $287,000.00 X 2 Bonding fees and insurance 1 LS $40,500.00 $40,500.00 $80,000.00 $80,000.00 X 3 General Conditions 1 LS $4,969.00 $4,969.00 $352,000.00 $352,000.00 X 4 Demo and Removal of attenuators and piles 1 LS $288,551.00 $288,551.00 $129,000.00 $129,000.00 X 5 Provide and Install wave attenuators including Finger Pier and Protection Bollard 1 LS $1,099,096.00 $1,099,096.00 $854,000.00 $854,000.00 EVALUATION TABULATION ITB No. 23-0030-MA Harbor Marina S-N Wave Attenuator Replacement EVALUATION TABULATION Invitation To Bid - Harbor Marina S-N Wave Attenuator Replacement Page 2 23-0030-MA Clearwater Harbor Marina S-N Attenuator Replacement Kelly Brothers, Inc. Solas Structural Company LLC Selected Line Item Description Quantity Unit of Measure Unit Cost Total Unit Cost Total X 5a Provide and Install total of seven (7) 30" diameter steel pipe piles 389 LF $1,172.00 $455,908.00 $1,530.00 $595,170.00 X 5b Provide and install total of one (1) 24" diameter steel pipe pile at finger pier 56 LF $851.00 $47,656.00 $1,360.00 $76,160.00 X 6 Provide and install stainless steel post tension cables in exisitng and new walkway and attenuator. 1 LS $194,267.00 $194,267.00 $75,000.00 $75,000.00 X 7 8ft wide aluminum Gangway 1 LS $39,407.00 $39,407.00 $25,000.00 $25,000.00 X 8 Provide and Install two steel pipe piles at floating walkway including guide frames 1 LS $77,860.00 $77,860.00 $40,000.00 $40,000.00 X 8a Provide and Install a total of two (2) 24" diameter steel pipe piles 111 LF $843.00 $93,573.00 $1,360.00 $150,960.00 X 9 Concrete Repair: Remove and replace the north portions of concrete dock walkways 1 LS $8,399.00 $8,399.00 $31,000.00 $31,000.00 X 10 Reconnection and Installation of the mechanical system 1 LS $72,997.00 $72,997.00 $91,000.00 $91,000.00 X 11 Reconnection and Installation of the electrical system 1 LS $579,394.00 $579,394.00 $647,000.00 $647,000.00 X 11a Bid Add 1 - Replace entire run of conductors for substation SA and pedestals A-2,1, ST-7,6, and HD-1 (Side 1) with multi-conductor type G cable from source 1 LS $500,897.00 $500,897.00 $563,000.00 $563,000.00 X 12 Replacement of transition plates (by others) 1 LS $39,407.00 $39,407.00 $7,500.00 $7,500.00 EVALUATION TABULATION ITB No. 23-0030-MA Harbor Marina S-N Wave Attenuator Replacement EVALUATION TABULATION Invitation To Bid - Harbor Marina S-N Wave Attenuator Replacement Page 3 23-0030-MA Clearwater Harbor Marina S-N Attenuator Replacement Kelly Brothers, Inc. Solas Structural Company LLC Selected Line Item Description Quantity Unit of Measure Unit Cost Total Unit Cost Total X 13 Adjustment of HDPE sleeves at recently installed south- south attenuators 1 LS $15,750.00 $15,750.00 $50,000.00 $50,000.00 X 14 Provide and Install Floating Turbidity Barrier 1 LS $15,950.00 $15,950.00 $35,990.00 $35,990.00 Total $3,937,298.00 $4,089,780.00 CONTINGENCY Contingency Kelly Brothers, Inc. Solas Structural Company LLC Selected Line Item Description Quantity Unit of Measure Unit Cost Total Unit Cost Total X 1 10% Contingency from total above 1 ls $393,729.80 $393,729.80 $408,978.00 $408,978.00 Total $393,729.80 $408,978.00 March 3, 2026 NOTICE OF INTENT TO AWARD Public Works and the Procurement Division recommend award of Invitation to Bid (ITB) No. 23-0030-MA, Harbor Marina S-N Wave Attenuator Replacement, to Kelly Brothers, Inc., the lowest responsive and responsible bidder in accordance with the plans and bid specifications. This award recommendation is tentatively scheduled to be considered by the City Council at its March 30, 2026, Council Meeting (6:00 p.m.). Council meetings are held at the Clearwater Main Library, 100 N. Osceola Ave., Clearwater, FL 33755. Please note that this meeting date is tentative and subject to change. Inquiries regarding this Notice of Intent to Award may be directed to the City's Procurement Manager at lori.vogel@myclearwater.com, or mailed to City of Clearwater, Attn: Procurement Division, PO Box 4748, Clearwater, FL 33758-4748. Posted on this date by: Jennifer Burgett Contract Procurement Specialist Public Works Department Cover Memo City of Clearwater Main Library - Council Chambers 100 N. Osceola Avenue Clearwater, FL 33755 File Number: ID#26-0299 Agenda Date: 4/20/2026 Status: Agenda ReadyVersion: 1 File Type: Action ItemIn Control: Public Utilities Agenda Number: 8.1 SUBJECT/RECOMMENDATION: Award a construction contract to Innovative Masonry Restoration LLC for the of Northeast Water Reclamation Facility Clarifier Splitter Boxes in the amount of $656,342.50 pursuant to Invitation to Bid (ITB) 21-0017-UT; approve an increase to the current purchase order with Black and Veatch for Supplemental Work Order II in the amount of $212,097.00, bringing the total to $433,621.00 pursuant to RFQ 34-23 Engineer of Record (EOR), and authorize the appropriate officials to execute same. (consent) SUMMARY: Northeast Water Reclamation Facility (NE WRF) is a 13.5 MGD-permitted wastewater treatment plant located at 3290 SR 580, Safety Harbor, FL that is owned and operated by the City of Clearwater’s Public Utilities Department. NE WRF contains eight 75-foot diameter secondary clarifiers equally divided into the south grouping and the north grouping (four clarifiers at each location) with a splitter box at each. Engineering issued ITB 21-0017-UT, for the NE WRF Clarifier Splitter Boxes Rehabilitation Project, which closed on October 15, 2025. The total scope of work includes splitter box rehabilitation, slide gate replacement, concrete crack repairs, coating of channels, and the addition of stairs. The City received two responsive bids. Innovative Masonry Restoration LLC represented the lowest responsive and responsible bid in accordance with the project’s plans and specifications. The EOR, Black & Veatch, evaluated the submittals and recommended awarding the contract to Innovative Masonry Restoration LLC. On February 4, 2022, City Council approved an initial work order with Black & Veatch for design and bidding services for the rehabilitation of the two clarifier splitter boxes in the amount of $201,524.00. On May 24, 2024, Supplemental Work Order 1 was approved by the City Manager in the amount of $20,000.00, for additional rehabilitation evaluations and designs, bidding phase services, and project management and administration services of the two clarifier splitter boxes for a new work order value of $221,524.00. Supplemental Work Order II is for construction phase services in the amount of $212,097, for a new work order value of $433,621.00. Innovative Masonry Restoration’s bid was submitted at 52% of the Engineer’s Opinion of Probable Construction Cost. The construction contract allows for a duration of 12 months following the issuance of the Notice to Proceed. The City of Clearwater’s Public Utilities Department is responsible for owning, operating and maintaining the NE WRF. APPROPRIATION CODE AND AMOUNT: 3217321-530100-96215 $212,097.00 3217321-546700-96215 $656,342.50 Funds are available in capital improvement project 96215 - Northeast Plant Upgrades, funded by revenues from the Water and Sewer Utility Enterprise Fund. STRATEGIC PRIORITY: Establishing this contract offers a high level of service to our residents. It meets the City’s Strategic Plan to achieve High Performing Government by maintaining public infrastructure through systematic management efforts. Page 1 City of Clearwater Printed on 4/14/2026 City of Clearwater Procurement Jay Ravins, Department Director 100 South Myrtle Avenue, Clearwater, FL 33756 EVALUATION TABULATION ITB No. 21-0017-UT NE WRF Clarifier Splitter Box Rehab RESPONSE DEADLINE: October 15, 2025 at 2:00 pm Report Generated: Wednesday, March 11, 2026 SELECTED VENDOR TOTALS Vendor Total Innovative Masonry Restoration $656,342.50 Razorback LLC $1,097,800.00 21-0017-UT NE WRF CLARIFIER SPLITTER BOX REHAB ALL lines must contain a bid to be considered. Located at 3290 S.R. 580 Safety Harbor, FL 34695, the NE WRF Clarifier Splitter Box Rehab project 21-0017-UT scope is splitter boxes rehabilitation and slide gate replacements as well as repairs of concrete cracks and coating of channels to clarifiers. It also includes the addition of stairs. 21-0017-UT NE WRF Clarifier Splitter Box Rehab Innovative Masonry Restoration Razorback LLC Selected Line Item Description Quantity Unit of Measure Unit Cost Total Unit Cost Total X 1 Remove Defective Concrete & Surface Repairs – Overlay Thickness < 1/4” 10 SF $120.00 $1,200.00 $600.00 $6,000.00 X 2 Remove Defective Concrete & Repair Concrete Spalls 5 CF $720.00 $3,600.00 $4,000.00 $20,000.00 X 3 Clean and Epoxy Protective Coating for Concrete Surfaces 12000 SF $14.00 $168,000.00 $11.00 $132,000.00 X 4 Repair Structural Cracks (Epoxy Injection) 350 LF $55.00 $19,250.00 $200.00 $70,000.00 EVALUATION TABULATION ITB No. 21-0017-UT NE WRF Clarifier Splitter Box Rehab EVALUATION TABULATION Invitation To Bid - NE WRF Clarifier Splitter Box Rehab Page 2 21-0017-UT NE WRF Clarifier Splitter Box Rehab Innovative Masonry Restoration Razorback LLC Selected Line Item Description Quantity Unit of Measure Unit Cost Total Unit Cost Total X 5 Repair Expansion Joint 25 LF $285.00 $7,125.00 $500.00 $12,500.00 X 6 Clean and Apply Sealant on Inside Interface Between Metal Splash Plate and Top of Wall 500 LF $15.00 $7,500.00 $23.00 $11,500.00 X 7 Slide Gate Procurement and Installation 8 EA $37,250.00 $298,000.00 $50,000.00 $400,000.00 X 8 All Other Work Required to Complete the Base Bid 1 LS $92,000.00 $92,000.00 $346,000.00 $346,000.00 Total $596,675.00 $998,000.00 OWNER'S CONTINGENCY 10% of the subtotal from lines 1 through 8 on the table above. OWNER'S CONTINGENCY Innovative Masonry Restoration Razorback LLC Selected Line Item Description Unit of Measure Unit Cost Unit Cost X 9 Owner's Contingency (10%) LS $59,667.50 $99,800.00 Total $59,667.50 $99,800.00 Black & Veatch City of Clearwater Consultant Work Order Page 1 of 11 Revised: 7/23/2025 CONSULTANT WORK ORDER Supplemental 2 Date:2/23/26 1. PROJECT INFORMATION: Project Title:NEWRF Clarifier Splitter Boxes Rehab City Project Number:21-0017-UT City Plan Set Number:2021021 Consultant Project Number:411659 2. SCOPE OF SERVICES: Black & Veatch (ENGINEER) has supported the City of Clearwater (City) by providing engineering design and bidding services for the rehabilitation of the two clarifier splitter boxes (north and south) at the City’s Northeast Water Reclamation Facility (NEWRF). The construction phase services of this project are the focus of this Supplemental 2 Work Order. The original Work Order + Supplemental 1 had the following tasks: Task 1: Project Kickoff and Data Collection Task 2: Rehab Evaluation and Design Task 3: Bid Phase Services Task 4: Project Management and Administration Task 5: (not used) Task 6: Other Direct Costs Task 7: Contingency (Design and Bidding Phases) This Supplement 2 Work Order will add to the previous Work Orders, as follows: Task 8: Construction Coordination and Collaboration Task 9: Contractor Submittals Task 10: Requests for Information and Change Orders CONSULTANT WORK ORDER NEWRF Clarifier Splitter Box Upgrades Black & Veatch 21-0017-UT – Supplemental 2 City of Clearwater Consultant Work Order Page 2 of 11 Revised: 7/23/2025 Task 11: Construction Observation Site Visits Task 12: Construction Drawings and Specifications Task 13: Start-up and Commissioning Task 14: Project Management and Administration – Construction Phase Task 15: Other Direct Costs Task 16: Contingency (Construction Phase) These additional tasks and work are described below. I. PRE-DESIGN PHASE: Not applicable. II. DESIGN PHASE: Not applicable. III. FINAL DESIGN PHASE: Not applicable. IV. BIDDING PHASE: Not applicable. V. CONSTRUCTION PHASE: TASK 8 CONSTRUCTION COORDINATION AND COLLABORATION 8.1 PROGRESS MEETINGS ENGINEER will attend and participate in various types of progress meetings during the construction phase, anticipated to also include the City, CONTRACTOR, and other consultants/ parties as needed. These meetings will be used to coordinate and discuss construction start up and progress and will be held at a facility provided by the City (with a virtual option provided). Local professionals will attend in-person, as applicable, and remote professionals will attend the meetings virtually. On average, up to 2 ENGINEER professionals will attend each meeting. The meetings listed below are included in this Subtask 8.1 for ENGINEER’s participation. ENGINEER will attend, lead, and prepare meeting agendas and minutes for the Pre- construction meeting and CONTRACTOR will lead and prepare meeting agendas for monthly progress meetings. Pre-construction Meeting (Hybrid meeting – In person and Teams) Monthly Construction Progress Meetings for 12 months (1-hour meeting each, Hybrid meeting – In person and Teams) CONSULTANT WORK ORDER NEWRF Clarifier Splitter Box Upgrades Black & Veatch 21-0017-UT – Supplemental 2 City of Clearwater Consultant Work Order Page 3 of 11 Revised: 7/23/2025 The City will provide the ENGINEER with a detailed construction schedule at Notice-to- Proceed, however a 12-month construction duration is assumed for Construction Phase. 8.2 COLLABORATION WITH CONTRACTOR ENGINEER will attend, lead, and prepare meeting agendas and minutes for 4 meetings on an as- needed basis (different from the Task 8.1 meetings). The ENGINEER attendees, location, duration, topic, and goals will be discussed with the City prior to scheduling the meeting so that there is a mutual understanding of the purpose of the meeting. To the extent possible, all major and typical discussions will take place during the recurring progress meetings (Task 8.1), so this Task 8.2 is to cover additional, focused, specific attendees, or meetings in between the progress meetings with the intent to work through items as a collaborative team with the City, CONTRACTOR, and others as the needs may arise. TASK 9 CONTRACTOR SUBMITTALS ENGINEER will lead the technical review of submittals (i.e., shop drawings, manufacturer’s operation and maintenance (O&M) manuals, etc.) submitted by the CONTRACTOR as required by the construction contract documents. ENGINEER will review and respond to submittals administered by the CONTRACTOR and add comments to the electronic administration/documentation system and track for schedule and staff management. The ENGINEER’s review shall be for general conformity to the construction contract documents and shall not relieve the CONTRACTOR of any contractual responsibilities. It is anticipated that 32 individual submittal packages will be submitted. The budget is based on an average of one resubmittal of each package so is anticipated for a total of up to 64 submittal/resubmittal reviews. Specification Section No. of Submittals 01015 Project Requirements 0 01025 Progress Payment Procedures 0 01070 Abbreviations and Acronyms 0 01143 Coordination with City’s Operations 1 01300 Submittal Procedures 0 01300-F1 Submittal Identification and Contractor’s Approval Statement 0 01300-F2 Submittal Identification and Contractor’s Approval Statement 0 01310 Construction Progress Schedule 2 01320 Construction Progress Documentation 1 01380 Photographic Documentation 6 01400 Quality Control 2 01500 Temporary Facilities and Controls 0 01610 General Equipment Stipulations 0 01611 Meteorological and Seismic Design Criteria 0 01612 Product Delivery Requirements 0 01614 Product Storage and Handling Requirements 0 CONSULTANT WORK ORDER NEWRF Clarifier Splitter Box Upgrades Black & Veatch 21-0017-UT – Supplemental 2 City of Clearwater Consultant Work Order Page 4 of 11 Revised: 7/23/2025 01700 Closeout Procedures 2 02050 Demolition 0 03302 Miscellaneous Cast-in-Place Concrete 2 03600 Grouting 1 03920 Concrete Surface Repair 2 03930 Concrete Crack Repair 2 05520 Handrailing, Guardrailing, and Ladders 2 05530 Grating Stair Treads 1 05550 Anchorage in Concrete and Masonry 1 05990 Structural and Miscellaneous Metals 2 07900 Joint Sealants 1 09940 Protective Coatings 2 09940-F1 Protective Coatings – Figure 1 0 09940-F2 Protective Coatings – Figure 2 0 15111 Gate Installation 0 15114 Fabricated Composite Slide Gates 2 15114-S01 Fabricated Composite Slide Gate Schedule 0 TOTAL 32 TASK 10 REQUESTS FOR INFORMATION AND CHANGE ORDERS ENGINEER will provide responses to CONTRACTOR Requests for Information (RFIs), requests for clarification of the contract documents or design intent and review proposed change orders from the CONTRACTOR on an as-needed basis. ENGINEER can help interpret the intent of the contract documents and would provide, in writing, any required clarifications or explanations of the design intent and requirements. This task also includes ENGINEER services such as evaluating the merits of schedule change requests and evaluating the merits of CONTRACTOR cost build up for changed items. The budget is based on the assumption that 14 individual RFIs or Change Requests will be submitted. TASK 11 CONSTRUCTION OBSERVATION SITE VISITS The ENGINEER shall develop a safety plan for the ENGINEER staff that will be working on the site. The ENGINEER will submit observation reports (including photographs and field notes) to the City for the site visits that they complete. To the extent possible, site visits will be coordinated to occur concurrently with the Progress Meetings to save on travel expenses and increase time efficiency. The following subtasks describe the types of construction observation/site visit-related services included in this scope. CONSULTANT WORK ORDER NEWRF Clarifier Splitter Box Upgrades Black & Veatch 21-0017-UT – Supplemental 2 City of Clearwater Consultant Work Order Page 5 of 11 Revised: 7/23/2025 11.1 GENERAL SITE VISITS ENGINEER will perform an average of 6, 4-hour site visits per month, depending on construction activity, for the anticipated duration of construction and may include some weeks where longer/ more frequent visits are required to observe key processes (or fewer/ no site visits if there is little or no related construction activity going on). ENGINEER will observe and report on the construction progress during site visits. ENGINEER may utilize photographs, video, and livestreaming technology to communicate information to remotely-located team members. 11.2 SUBSTANTIAL AND FINAL COMPLETION SITE VISITS ENGINEER will attend a Substantial Completion Inspection. Attendance by 2 members of the design team have been budgeted at 8 hours each. ENGINEER will prepare and submit to the City a Punch List of work items to be completed or corrected by the CONTRACTOR prior to Final Completion. ENGINEER will attend a Final Completion Inspection. Attendance by 2 local ENGINEER professionals has been budgeted for an 8-hour site visit. 11.3 CONSTRUCTION PROGRESS REPORTS REVIEWS ENGINEER will review CONTRACTOR monthly construction progress reports to supplement ENGINEER’s understanding of progress beyond observations from ENGINEER’s periodic site visits. TASK 12 CONSTRUCTION DRAWINGS AND SPECIFICATIONS 12.1 ISSUED FOR CONSTRUCTION DRAWINGS AND SPECIFICATIONS Prior to construction start, the ENGINEER will update the design documents to incorporate comments from any regulatory/permitting agencies and any addendum items to create an Issued for Construction (IFC) set of drawings and technical specifications for the CONTRACTOR to use during construction. IFC Documents will be provided prior to the pre-construction meeting. Any hard copies the City requests will be paid for out of the ODC budget. 12.2 RECORD DRAWINGS Upon construction final completion, ENGINEER will revise the IFC set of drawings to show any changes made during construction, based on as-built markups and data furnished by the CONTRACTOR, City, and ENGINEER field notes. PDF and AutoCAD files will be delivered. These documents will become the Conformed to Construction records for the City. TASK 13 START-UP & COMMISSIONING ENGINEER will provide limited start-up and commissioning services on an as-needed basis to best support the CONTRACTOR during start-up and commissioning of the project. The types of services might involve the ENGINEER observing and reviewing the following services performed by the CONTRACTOR to promote project success: CONSULTANT WORK ORDER NEWRF Clarifier Splitter Box Upgrades Black & Veatch 21-0017-UT – Supplemental 2 City of Clearwater Consultant Work Order Page 6 of 11 Revised: 7/23/2025 Review and comment on CONTRACTOR’s Startup and Commissioning Plan Attend factory acceptance testing, review results Assist with troubleshooting during startup and commissioning Review manufacturer’s Operation and maintenance (O&M) manuals for major equipment Participate in Start-up Testing, including review of testing protocols and test results Participate in performance Testing, including review of testing protocols and test results TASK 14 PROJECT ADMINISTRATION AND COORDINATION – CONSTRUCTION PHASE ENGINEER will perform general administrative duties associated with the Project, including Supplemental 2 budget set-up, resource management, scheduling, budget monitoring and controlling, general correspondence, office administration, invoicing, and progress reports submitted with invoices. ENGINEER will maintain an accurate project documentation, filing, and project cost accounting system throughout the project. ENGINEER will maintain continuous control over the quality of all its work efforts. This will include oversight and review of work products by the engineering manager, project manager, and other staff. TASK 15 OTHER DIRECT COSTS Refer to fees table. TASK 16 CONTINGENCY (Construction Phase) Additional services not previously mentioned may become necessary throughout the project. The ENGINEER will submit a scope and fee for the City’s authorization prior to proceeding with any additional work. No contingency will be used without the City Project Manager’s written approval. 3. PROJECT GOALS: The primary goal of this project is to perform construction phase services to support the City on the subject project. Following are anticipated deliverables: Task 8 – Construction Coordination and Collaboration • Meeting agendas and minutes CONSULTANT WORK ORDER NEWRF Clarifier Splitter Box Upgrades Black & Veatch 21-0017-UT – Supplemental 2 City of Clearwater Consultant Work Order Page 7 of 11 Revised: 7/23/2025 Task 9 – Contractor Submittals • Reviewed Submittals Task 10 – Requests for Information and Change Orders • Responses to Contractor RFIs • Review comments on Change Orders Task 11 – Construction Observation Site Visits • Site visit reports with photographs and field notes • Substantial and Final Completion Inspection Reports Task 12 – Construction Drawings and Specifications • Issued for Construction Drawings and Specifications • Conformed to Construction Record Drawings Task 13 – Start-up and Commissioning • To be determined as needs arise and any specific scope/deliverables are defined. Task 14 – Project Administration and Coordination • Monthly Status Reports • Monthly Invoices • *Project Schedule to be provided by Contractor* Task 15 – Other Direct Costs • Expenses backup will be provided along with project progress reports and invoices. Task 16 – Contingency (Construction Phase) • To be determined as needs arise and any specific scope/deliverables are defined. 4. FEES: See Attachment “A”. This price includes all labor and expenses anticipated to be incurred by Black & Veatch for the completion of these tasks in accordance with Professional Services Method “A” – Hourly Rate, for a fee not to exceed Two Hundred Twelve Thousand, Ninety-Seven Dollars $212,097.00). No permit costs are anticipated or included for this project. CONSULTANT WORK ORDER NEWRF Clarifier Splitter Box Upgrades Black & Veatch 21-0017-UT – Supplemental 2 City of Clearwater Consultant Work Order Page 8 of 11 Revised: 7/23/2025 Given the nature of this construction project phase that includes multiple visits to the construction site, some labor and expenses related to travel to the site visits may be eligible for invoicing to the City. 5. SCHEDULE: The project is assumed to be completed in 12 months from issuance of notice-to- proceed (NTP) but is dependent on Contractor’s schedule. The project deliverables are to be phased as follows: Task Deliverable/ Milestone Weeks Following NTP Notice to Proceed (NTP) 8 Kickoff Meeting for Construction Phase 2 9 Contractor Submittals 4-12 10 Request for Information and Change Orders 4-12 11 Construction Observation Site Visits Weekly 12 Construction Drawings and Specifications 2-52 13 Start-up & Commissioning 46-52 Monthly Progress Reports Monthly 6. STAFF ASSIGNMENTS: The City’s staff assignments to this project: Skyler Belloise Project Manager Michael Flanigan Public Utilities Director Travis Teuber Public Utilities Wastewater Treatment Manager Kaylynn Price Engineering Manager, Utilities Jerry Hahn NEWRF Chief Plant Operator TBD Public Utilities Infrastructure Maintenance Manager Wayne LaFleur Public Utilities Infrastructure Maintenance Assistant Manager CONSULTANT WORK ORDER NEWRF Clarifier Splitter Box Upgrades Black & Veatch 21-0017-UT – Supplemental 2 City of Clearwater Consultant Work Order Page 9 of 11 Revised: 7/23/2025 The ENGINEER’s staff assignments to this project include: Kent Lackey, P.E.Senior Vice President Amanda Schwerman, P.E. Project Director Rebecca Oliva, P.E., BCEE, ENV SP, PMP Project Manager Mike Nellis, P.E.Engineering Manager Nishant Joshi, P.E.Structural Engineer Rama Pandkar, LEED GA, P.E.Project Engineer Various Staff Engineers & Administrative 7. CORRESPONDENCE/REPORTING PROCEDURES: Consultant’s project correspondence shall be directed to: Mike Nellis (Engineering Manager), with copies to Rama Pandkar. All City project correspondence shall be directed to: Skyler Belloise, Project Manager, with copies to Kaylynn Price (Utilities Engineering Manager) and Mike Flanigan (Public Utilities Director). 8. INVOICING/FUNDING PROCEDURES: City Invoicing Code: _3217321-530100-96215 For work performed, invoices shall be submitted monthly to: CITY OF CLEARWATER, PUBLIC UTILITIES ENGINEERING 1650 N ARCTURAS AVE BLDG C CLEARWATER, FLORIDA 33765 EMAIL ADDRESS: PUEngineering@myclearwater.com Contingency services will be billed as incurred only after written authorization provided by the City to proceed with those services. 9. INVOICING PROCEDURES: At a minimum, in addition to the invoice amount(s) the following information shall be provided on all invoices submitted on the Work Order: 1. Purchase Order, Project and Invoice Numbers and Contract Amount. 2. The time period (begin and end date) covered by the invoice. CONSULTANT WORK ORDER NEWRF Clarifier Splitter Box Upgrades Black & Veatch 21-0017-UT – Supplemental 2 City of Clearwater Consultant Work Order Page 10 of 11 Revised: 7/23/2025 3. A short narrative summary of activities completed in the time period. 4. Contract billing method – Lump Sum or Hourly Rate. 5. If Lump Sum, the percent completion, amount due, previous amount earned and total earned to date for all tasks (direct costs, if any, shall be included in lump sum amount). 6. If Hourly Rate, hours, hourly rates, names of individuals being billed, amount due, previous amount earned, the percent completion, total earned to date for each task and other direct costs (receipts will be required for any single item with a cost of $50 or greater or cumulative monthly expenses greater than $100). 7. If the Work Order is funded by multiple funding codes, an itemization of tasks and invoice amounts by funding code. 10. CONSIDERATIONS: Consultant acknowledges the following: 1. The Consultant named above is required to comply with Section 119.0701, Florida Statutes, where applicable. 2. All City directives shall be provided by the City Project Manager. 3. “Alternate equals” shall not be approved until City Project Manager agrees. 4. All submittals must be accompanied by evidence each has been internally checked for QA/QC before providing to City. 5. Consultants/Contractors are not permitted to use City-owned equipment (i.e., sampling equipment, etc.). 6. Documents posted on City website must be ADA accessible. 11. ADDITIONAL CONSIDERATIONS: All work orders should include considerations for the following: 1. Sea Level Rise and Flood Resilience, as applicable. 2. Submittal of a Critical Path Method (CPM) Schedule(s). 3. Submittal of a Project Catalog with the following items, as appropriate: a. Data requests, assumptions, critical correspondence, meeting agenda, sign-in sheets, meeting minutes, document comment-response log(s), technical memorandum/reports, addenda, progress reports, regulatory correspondence, and other project-related documents. b. If construction project, also include design plans, conformed plans, change orders, field orders, RFIs, work change directives, addenda, progress reports, shop drawing and progress submittals, as-builts, record drawings, and other project-related documents such as O&M manuals and warranty information. CONSULTANT WORK ORDER NEWRF Clarifier Splitter Box Upgrades Black & Veatch 21-0017-UT – Supplemental 2 City of Clearwater Consultant Work Order Page 11 of 11 Revised: 7/23/2025 c. At the conclusion of the project, ENGINEER will combine this information into Project Catalog and submit it to the City for review and comment. 4. Arc Flash labeling requirements: a. All electrical designs and construction shall adhere to NFPA 70 E “Standard for Electrical Safety in the Workplace”. b. Updated calculations of Fault and Arc Flash, and provisions for new or updated Arc Flash equipment labeling shall be included in the contract documents. 12. SPECIAL CONSIDERATIONS: 1. The weather/ season may impact the suitability of the construction to take place. The ENGINEER’s understanding of what the City considers the dry season of December - June is preferred. 2. ENGINEER consulted with a sluice gate vendor and they indicated that they post a 3 to 4-week lead time for submittals and 18 to 20 weeks for fabrication and delivery following submittal approval. 3. The amount of time to procure the gates will drive the duration of the construction. 4. The duration of the bid phase is to be determined by City Procurement. 13. SIGNATURES: PREPARED BY: APPROVED BY: Kent Lackey, P.E. Michael Flanigan Senior Vice President Director, Public Utilities Black & Veatch City of Clearwater Date Date 2/24/2026 ATTACHMENT “A” CONSULTANT WORK ORDER – PROJECT FEES TABLE NEWRF Clarifier Splitter Box Upgrades Black & Veatch 21-0017-UT – Supplemental 2 City of Clearwater Consultant Work Order – Project Fees Table Page 1 of 1 Revised: 7/23/2025 CONSULTANT WORK ORDER PROJECT FEES TABLE Task Description Subconsultant Services Labor Total Construction Phase 8 Construction Coordination and Collaboration $0 $15,687 $15,687 9 Contractor Submittals $0 $27,915 $27,915 10 Requests for Information and Change Orders $0 $10,288 $10,288 11 Construction Observation Site Visits $0 $91,490 $91,490 12 Construction Drawings and Specifications $0 $13,943 $13,943 13 Start-up and Commissioning $0 $4,979 $4,979 14 Project Management and Administration – Construction Phase $0 $27,014 $27,014 Bid/Construction Phases Subtotal:$191,315 SUBTOTAL, LABOR AND SUB-CONTRACTORS:$191,315 Permit Fees $0 15 Other Direct Costs (prints, photocopies, postage, etc.) (Not applicable to lump sum Work Orders) $1,500 SUBTOTAL, WITHOUT CONTINGENCY:$192,815 16 Contingency (10%)$19,282 GRAND TOTAL:$212,097 WORK ORDER TOTAL Work Order $201,524 Supplemental Work Order 1 $20,000 Supplemental Work Order 2 $212,097 TOTAL $433,621 ATTACHMENT “B” CONSULTANT WORK ORDER – CITY DELIVERABLES NEWRF Clarifier Splitter Box Upgrades Black & Veatch 21-0017-UT – Supplemental 2 City of Clearwater Consultant Work Order – City Deliverables Page 1 of 1 Revised: 7/23/2025 CONSULTANT WORK ORDER CITY DELIVERABLES 1. FORMAT: The design plans shall be compiled utilizing the following methods: 1. City of Clearwater CAD standards. 2. Datum: Horizontal and Vertical datum shall be referenced to North American Vertical Datum of 1988 (vertical) and North American Datum of 1983/90 (horizontal). The unit of measurement shall be the United States Foot. Any deviation from this datum will not be accepted unless reviewed by City of Clearwater, Public Works Department, Geographic Technology Division. 2. DELIVERABLES: The design plans shall be produced on bond material, 24" x 36" at a scale of 1" = 20’ unless approved otherwise. Upon completion the Consultant shall deliver all drawing files in digital format with all project data in Autodesk Civil 3D® file format. NOTE: If approved deviation from Clearwater CAD standards is used, the Consultant shall include all necessary information to aid in manipulating the drawings including either .pcp, .ctb file or pen schedule for plotting. The drawing file shall include only authorized fonts, shapes, line types or other attributes contained in the standard release of Autodesk software. All block references and other references contained within the drawing file shall be included. Please address any questions regarding format to Mr. Kyle Vaughan, at (727) 444-8232 or email address Kyle.Vaughan@myClearwater.com. All electronic files (including CAD and Specification files) must be delivered upon completion of project or with 100% plan submittal to City of Clearwater. BLACK & VEATCH CORPORATION 1715 N. WESTSHORE BLVD, SUITE 725, TAMPA, FL 33607 +1 813-207-7942 | NELLISM@bv.com www.bv.com November 14, 2025 City of Clearwater NEWRF Clairifer Splitter Box Rehab 100 South Myrtle Avenue Clearwater, Florida 33756 B&V Project No: 411659 Attention: Skyler Belloise, Project Manager Subject: Recommendation of Award City of Clearwater NEWRF Clairifer Splitter Box Rehab Project City Project No. 21-0017-UT In accordance with the provisions in the Bid Documents for this project, the following proposals for the NEWRF Clairifer Splitter Box Rehab Project were received, opened, and read aloud on October 15, 2025 at the City’s Large Conference Room 1255 and on the virtual ZOOM meeting in Clearwater, Florida: Bidder Proposed Total Contract Price Innovative Masonry Restoration $656,342.50 Razorback LLC $1,097,800.00 The City of Clearwater (“City”) provided the proposals and associated information (e.g., Addenda Confirmation, Questionnaire, Price Table, and forms) to Black & Veatch who reviewed all the files received. Black & Veatch has evaluated the bid by the apparent low bidder, Innovative Masonry Restoration, and have determined them to be responsive and responsible. Innovative Masonry Restoration offered the lower Proposed Total Contract Price for the proposed project, which was approximately 40.2% lower than the higher bidder. Black & Veatch recommends that City of Clearwater award a contract in the amount of $656,342.50 to Innovatice Masonry Restoration for the NEWRF Clairifer Splitter Box Rehab Project. Very truly yours, BLACK & VEATCH CORPORATION Michael Nellis, P.E. Engineering Manager cc: Mike Flanigan, Kaylynn Price, City of Clearwater Rebecca Oliva, Amanda Schwerman, Black & Veatch 31803290SR 580 Document Path: V:\GIS\Nick\NE WRF Template\NE WRF Project.aprx Prepared by:Department of Public Works - EngineeringGeographic Technology Division100 S. Myrtle Ave, Clearwater, FL 33756Ph: (727)562-4750, Fax: (727)526-4755www.MyClearwater.com Page: 1 of 1Aerial Flown 2023 Northeast Water Reclamation Facility Clarifier Splitter Box Rehab Project Number: 21-0017-UT N.T.S.Scale:NBMap Gen By:RRReviewed By:10/11/2023Date: AERIAL MAP CLARIFIER GATES, SPLITTER BOX, & SLUICE GATES CLARIFIER GATES, SPLITTER BOX, & SLUICE GATES Melanie S. Griffin, SecretaryRon DeSantis, GovernorSTATE OF FLORIDADEPARTMENT OF BUSINESS AND PROFESSIONAL REGULATIONCONSTRUCTION INDUSTRY LICENSING BOARDTHE GENERAL CONTRACTOR HEREIN IS CERTIFIED UNDER THEPROVISIONS OF CHAPTER 489, FLORIDA STATUTESDOLBY, JAMES CLIFFORDDo not alter this document in any form.INNOVATIVE MASONRY RESTORATION LLCLICENSE NUMBER: CGC1529479EXPIRATION DATE: AUGUST 31, 2026This is your license. It is unlawful for anyone other than the licensee to use this document.16264 LAKESIDE AVENUE SOUTHEASTPRIOR LAKE MN 55372Always verify licenses online at MyFloridaLicense.comISSUED: 06/29/2024 City of Clearwater Procurement Jay Ravins, Department Director 100 South Myrtle Avenue, Clearwater, FL 33756 [INNOVATIVE MASONRY RESTORATION] RESPONSE DOCUMENT REPORT ITB No. 21-0017-UT NE WRF Clarifier Splitter Box Rehab RESPONSE DEADLINE: October 15, 2025 at 2:00 pm Report Generated: Wednesday, March 11, 2026 Innovative Masonry Restoration Response CONTACT INFORMATION Company: Innovative Masonry Restoration Email: dave@imrestoration.com Contact: David LaPorte Address: 16264 Lakeside Ave SE Prior Lake, MN 55372 Phone: (952) 457-3818 Website: www.imrestoration.com Submission Date: Oct 15, 2025 1:54 PM (Eastern Time) [INNOVATIVE MASONRY RESTORATION] RESPONSE DOCUMENT REPORT ITB No. 21-0017-UT NE WRF Clarifier Splitter Box Rehab [INNOVATIVE MASONRY RESTORATION] RESPONSE DOCUMENT REPORT Invitation To Bid - NE WRF Clarifier Splitter Box Rehab Page 2 ADDENDA CONFIRMATION No addenda issued QUESTIONNAIRE 1. Certified Business* Are you a Certified Small Business or a Certified Minority, Woman or Disadvantaged Business Enterprise? No 2. Vendor Certification* By submitting this response, the Vendor hereby certifies that: A. It is under no legal prohibition on contracting with the City of Clearwater. B. It has read, understands, and is in compliance with the specifications, terms and conditions stated herein, as well as its attachments, and any referenced documents. C. It has no known, undisclosed conflicts of interest. D. The prices offered were independently developed without consultation or collusion with any of the other vendors or potential vendors or any other anti-competitive practices. E. No offer of gifts, payments or other consideration were made to any City employee, officer, elected official, or consultant who has or may have had a role in the procurement process for the commodities or services covered by this contract. The Vendor has not influenced or attempted to influence any City employee, officer, elected official, or consultant in connection with the award of this contract. F. It understands the City may copy all parts of this response, including without limitation any documents or materials copyrighted by the Vendor, for internal use in evaluating respondent’s offer, or in response to a public records request under Florida’s public [INNOVATIVE MASONRY RESTORATION] RESPONSE DOCUMENT REPORT ITB No. 21-0017-UT NE WRF Clarifier Splitter Box Rehab [INNOVATIVE MASONRY RESTORATION] RESPONSE DOCUMENT REPORT Invitation To Bid - NE WRF Clarifier Splitter Box Rehab Page 3 records law (F.S. Chapter 119) or other applicable law, subpoena, or other judicial process; provided that the City agrees not to change or delete any copyright or proprietary notices. G. It hereby warrants to the City that the Vendor and its subcontractors will comply with, and are contractually obligated to comply with, all federal, state, and local laws, rules, regulations, and executive orders. H. It certifies that Vendor is not presently debarred, suspended, proposed for debarment, declared ineligible, voluntarily excluded, or disqualified from participation in this matter from any federal, state, or local agency. I. It will provide the commodities or services specified in compliance with all federal, state, and local laws, rules, regulations, and executive orders if awarded by the City. J. It is current in all obligations due to the City. K. It will accept all terms and conditions as set forth in this solicitation if awarded by the City. L. The signatory is an officer or duly authorized representative of the Vendor with full power and authority to submit binding offers and enter into contracts for the commodities or services as specified herein. Confirmed 3. E-Verify System Certificattion* PER FLORIDA STATUTE 448.095, CONTRACTORS AND SUBCONTRACTORS MUST REGISTER WITH AND USE THE E-VERIFY SYSTEM TO VERIFY THE WORK AUTHORIZATION STATUS OF ALL NEWLY HIRED EMPLOYEES. The affiant, by virtue of confirming below, certifies that: A. The Contractor and its Subcontractors are aware of the requirements of Florida Statute 448.095. B. The Contractor and its Subcontractors are registered with and using the E-Verify system to verify the work authorization status of newly hired employees. C. The Contractor will not enter into a contract with any Subcontractor unless each party to the contract registers with and uses the E-Verify system. [INNOVATIVE MASONRY RESTORATION] RESPONSE DOCUMENT REPORT ITB No. 21-0017-UT NE WRF Clarifier Splitter Box Rehab [INNOVATIVE MASONRY RESTORATION] RESPONSE DOCUMENT REPORT Invitation To Bid - NE WRF Clarifier Splitter Box Rehab Page 4 D. The Subcontractor will provide the Contractor with an affidavit stating that the Subcontractor does not employ, contract with, or subcontract with unauthorized alien. E. The Contractor must maintain a copy of such affidavit. F. The City may terminate this Contract on the good faith belief that the Contractor or its Subcontractors knowingly violated Florida Statutes 448.09(1) or 448.095(2)(c). G. If this Contract is terminated pursuant to Florida Statute 448.095(2)(c), the Contractor may not be awarded a public contract for at least 1 year after the date on which this Contract was terminated. H. The Contractor is liable for any additional cost incurred by the City as a result of the termination of this Contract. Confirmed 4. Scrutinized Company Certification* Please download the below documents, complete, notarize, and upload. • SCRUTINIZED_COMPANIES_AND_B... SCRUTINIZED_COMPANIES_AND_BUSINESS_OPERATIONS_CERTIFICATION_(7)_(1).pdf 5. Compliance with Anti-Human Trafficking Laws* Please download the below documents, complete, and upload. • Compliance_with_787.06_form... Compliance_with_787.06_form__(4).pdf 6. Section V - Contract Documents* Please download the below documents, complete, sign, and upload. • Section_V_-_Contract_Docume... Clearwater_Clarifier_Bid_Bond.pdf Non-Collusion_Affidavit.pdf [INNOVATIVE MASONRY RESTORATION] RESPONSE DOCUMENT REPORT ITB No. 21-0017-UT NE WRF Clarifier Splitter Box Rehab [INNOVATIVE MASONRY RESTORATION] RESPONSE DOCUMENT REPORT Invitation To Bid - NE WRF Clarifier Splitter Box Rehab Page 5 Proposal_Form.pdf Addendum_Acknowledgement.pdf 7. W-9* Upload your current W-9 form. (available at https://www.irs.gov/pub/irs-pdf/fw9.pdf) W9_2025.pdf PRICE TABLES 21-0017-UT NE WRF CLARIFIER SPLITTER BOX REHAB ALL lines must contain a bid to be considered. Located at 3290 S.R. 580 Safety Harbor, FL 34695, the NE WRF Clarifier Splitter Box Rehab project 21-0017-UT scope is splitter boxes rehabilitation and slide gate replacements as well as repairs of concrete cracks and coating of channels to clarifiers. It also includes the addition of stairs. Line Item Description Quantity Unit of Measure Unit Cost Total 1 Remove Defective Concrete & Surface Repairs – Overlay Thickness < 1/4” 10 SF $120.00 $1,200.00 2 Remove Defective Concrete & Repair Concrete Spalls 5 CF $720.00 $3,600.00 3 Clean and Epoxy Protective Coating for Concrete Surfaces 12,000 SF $14.00 $168,000.00 4 Repair Structural Cracks (Epoxy Injection) 350 LF $55.00 $19,250.00 5 Repair Expansion Joint 25 LF $285.00 $7,125.00 6 Clean and Apply Sealant on Inside Interface Between Metal Splash Plate and Top of Wall 500 LF $15.00 $7,500.00 [INNOVATIVE MASONRY RESTORATION] RESPONSE DOCUMENT REPORT ITB No. 21-0017-UT NE WRF Clarifier Splitter Box Rehab [INNOVATIVE MASONRY RESTORATION] RESPONSE DOCUMENT REPORT Invitation To Bid - NE WRF Clarifier Splitter Box Rehab Page 6 Line Item Description Quantity Unit of Measure Unit Cost Total 7 Slide Gate Procurement and Installation 8 EA $37,250.00 $298,000.00 8 All Other Work Required to Complete the Base Bid 1 LS $92,000.00 $92,000.00 TOTAL $596,675.00 OWNER'S CONTINGENCY 10% of the subtotal from lines 1 through 8 on the table above. Line Item Description Unit of Measure Unit Cost 9 Owner's Contingency (10%) LS $59,667.50 SCRUTINIZED COMPANIES FORMS SCRUTINIZED COMPANIES AND BUSINESS OPERATIONS WITH CUBA AND SYRIA CERTIFICATION FORM IF YOUR BID/PROPOSAL IS $1,000,000 OR MORE, THIS FORM MUST BE COMPLETED AND SUBMITTED WITH THE BID/PROPOSAL. FAILURE TO SUBMIT THIS FORM AS REQUIRED MAY DEEM YOUR SUBMITTAL NONRESPONSIVE. The affiant, by virtue of the signature below, certifies that: 1.The vendor, company, individual, principal, subsidiary, affiliate, or owner is aware of the requirementsof section 287.135, Florida Statutes, regarding companies on the Scrutinized Companies with Activities in SudanList, the Scrutinized Companies with Activities in the Iran Petroleum Energy Sector List, or engaging in businessoperations in Cuba and Syria; and2.The vendor, company, individual, principal, subsidiary, affiliate, or owner is eligible to participate in thissolicitation and is not listed on either the Scrutinized Companies with Activities in Sudan List, the ScrutinizedCompanies with Activities in the Iran Petroleum Sector List, or engaged in business operations in Cuba andSyria; and3.Business Operations means, for purposes specifically related to Cuba or Syria, engaging in commercein any form in Cuba or Syria, including, but not limited to, acquiring, developing, maintaining, owning, selling,possessing, leasing or operating equipment, facilities, personnel, products, services, personal property, realproperty, military equipment, or any other apparatus of business or commerce; and4.If awarded the Contract (or Agreement), the vendor, company, individual, principal, subsidiary, affiliate,or owner will immediately notify the City of Clearwater in writing, no later than five (5) calendar days after any ofits principals are placed on the Scrutinized Companies with Activities in Sudan List, the Scrutinized Companieswith Activities in the Iran Petroleum Sector List, or engaged in business operations in Cuba and Syria. __________________________________________ Authorized Signature __________________________________________ Printed Name __________________________________________ Title __________________________________________ Name of Entity/Corporation STATE OF _____________________ COUNTY OF ___________________ The foregoing instrument was acknowledged before me by means of ☐ physical presence or ☐ online notarization on, this _____ day of _________________, 20____, by _____________________________ (name of person whose signature is being notarized) as the ________________________ (title) of ______________________________________(name of corporation/entity), personally known ______, or produced _________________________ (type of identification) as identification, and who did/did not take an oath. __________________________________________ Notary Public __________________________________________ Printed Name My Commission Expires: __________________ NOTARY SEAL ABOVE David LaPorte Principal Innovative Masonry Restoration LLC MN Dakota Alicia Schaupp 1/31/28 14 October 25 PrincipalInnovative Masonry Restoration LLC Driver's license David LaPorte X SCRUTINIZED COMPANIES FORMS SCRUTINIZED COMPANIES THAT BOYCOTT ISRAEL LIST CERTIFICATION FORM THIS FORM MUST BE COMPLETED AND SUBMITTED WITH THE BID/PROPOSAL. FAILURE TO SUBMIT THIS FORM AS REQUIRED MAY DEEM YOUR SUBMITTAL NONRESPONSIVE. The affiant, by virtue of the signature below, certifies that: 1.The vendor, company, individual, principal, subsidiary, affiliate, or owner is aware of the requirementsof section 287.135, Florida Statutes, regarding companies on the Scrutinized Companies that BoycottIsrael List, or engaged in a boycott of Israel; and2.The vendor, company, individual, principal, subsidiary, affiliate, or owner is eligible to participate in thissolicitation and is not listed on the Scrutinized Companies that Boycott Israel List, or engaged in aboycott of Israel; and3.“Boycott Israel” or “boycott of Israel” means refusing to deal, terminating business activities, or takingother actions to limit commercial relations with Israel, or persons or entities doing business in Israel orin Israeli-controlled territories, in a discriminatory manner. A statement by a company that it isparticipating in a boycott of Israel, or that it has initiated a boycott in response to a request for a boycottof Israel or in compliance with, or in furtherance of, calls for a boycott of Israel, may be considered asevidence that a company is participating in a boycott of Israel; and4.If awarded the Contract (or Agreement), the vendor, company, individual, principal, subsidiary, affiliate,or owner will immediately notify the City of Clearwater in writing, no later than five (5) calendar daysafter any of its principals are placed on the Scrutinized Companies that Boycott Israel List, or engagedin a boycott of Israel. ______________________________________ Authorized Signature ______________________________________ Printed Name ______________________________________ Title ______________________________________ Name of Entity/Corporation STATE OF _____________________ COUNTY OF ___________________ The foregoing instrument was acknowledged before me by means of ☐ physical presence or ☐ online notarization on, this _____ day of _________________, 20____, by _____________________________ (name of person whose signature is being notarized) as the ________________________ (title) of ______________________________________(name of corporation/entity), personally known ______, or produced _________________________ (type of identification) as identification, and who did/did not take an oath. __________________________________________ Notary Public __________________________________________ Printed Name My Commission Expires: __________________ NOTARY SEAL ABOVE David LaPorte Principal Innovative Masonry Restoration LLC Alicia Schaupp 1/31/28 MN Dakota 14 October 25 David LaPorte PrincipalInnovative Masonry Restoration LLC driver's license X Compliance with Anti-Human Trafficking Laws Pursuant to Section 787.06 (13), Florida Statutes, this form must be completed by an officer or representative of a non-governmental entity when a contract is executed, renewed, or extended between the non-governmental entity and the City of Clearwater. The undersigned, on behalf of the entity listed below (“Entity”), hereby attests under penalty of perjury that: Entity does not use coercion for labor or services as defined in Section 787.06, Florida Statutes. The undersigned is authorized to execute this form on behalf of Entity. Date: ____________________, 20___ Signed: Entity: Name: Title: 10/14 25 Innovative Masonry Restoration LLC David LaPorte Principal SECTION V – Contract Documents SECTION V Page 12 of 16 Updated: 6/3/2024 PROPOSAL (2) Attached hereto is a bond or certified check on __________________________________________ ____________________________________ Bank, for the sum of __________________________ ______________________________________________________________ ($_________________) (being a minimum of 10% of Contractor's total bid amount). The full names and residences of all persons and parties interested in the foregoing bid are as follows: (If corporation, give the names and addresses of the President and Secretary. If a firm or partnership, the names and addresses of the members or partners. The Bidder shall list not only his name but also the name of any person with whom bidder has any type of agreement whereby such person's improvements, enrichment, employment or possible benefit, whether sub-contractor, materialman, agent, supplier, or employer is contingent upon the award of the contract to the bidder). NAMES: ADDRESSES: ________________________________________ _________________________________________ ________________________________________ _________________________________________ ________________________________________ _________________________________________ ________________________________________ _________________________________________ Signature of Bidder: ____________________________ The person signing shall, in his own handwriting, sign the Principal's name, his own name and his title. Where the person signing for a corporation is other than the President or Vice President, he must, by affidavit, show his authority, to bind the corporation. Principal: ___________________________________________________________________________ By: ___________________________________ Title: _____________________________________ Company Legal Name: _______________________________________________________________ Doing Business As (if different than above): _______________________________________________ Business Address of Bidder: ____________________________________________________________ City and State: _________________________________________________ Zip Code _______________ Phone: ________________________ Email Address: ________________________________________ Dated at ___________________________, this ______ day of _______________________, A.D., 20__. David LaPorte Principal Innovative Masonry Restoration LLC 16264 Lakeside Ave SE Prior Lake MN 55372 612-548-5589 dave@imrestoration.com 2:00pm 14 October 25 Jim Dolby David LaPorte 6160 150th St Prior Lake MN 55372 16264 Lakeside Ave SE Prior Lake MN 55372 Bond - Granite RE, Inc as Surety Ten Percent of Bid Amount (10% of bid amount) SECTION V Page 13 of 16 Updated: 6/3/2024 SECTION V – Contract Documents CITY OF CLEARWATER ADDENDUM SHEET PROJECT: ______________________________ Acknowledgment is hereby made of the following addenda received since issuance of Plans and Specifications. Addendum No. _____ Date: _____________ Addendum No. _____ Date: _____________ Addendum No. _____ Date: _____________ Addendum No. _____ Date: _____________ Addendum No. _____ Date: _____________ Addendum No. _____ Date: _____________ Addendum No. _____ Date: _____________ Addendum No. _____ Date: _____________ Addendum No. _____ Date: _____________ Addendum No. _____ Date: _____________ Addendum No. _____ Date: _____________ ____________________________________ (Name of Bidder) ____________________________________ (Signature of Officer) ____________________________________ (Title of Officer) ____________________________________ (Date) N/A Innovative Masonry Restoration LLC Principal 10/14/25 21-0017 UT No Addendums Issued State of Florida Department of State I certify from the records of this office that INNOVATIVE MASONRY RESTORATION LLC is a Minnesota limited liability company authorized to transact business in the State of Florida,qualified on February 19,2015. The document number of this limited liability company is M15000001413. I further certify that said limited liability company has paid all fees due this office through December 31,2025,that its most recent annual report was filed on January 2,2025,and that its status is active. I further certify that said limited liability company has not filed a Certificate of Withdrawal. Given under my hand and the Great Seal of the State of Florida at Tallahassee,the Capital,this the Second day of January,2025 Tracking Number:8435458131CC To authenticate this certificate,visit the following site,enter this number,and then follow the instructions displayed. https://services.sunbiz.org/Filings/CertificateOfStatus/CertificateAuthentication Office of the Minnesota Secretary of State Certificate of Good Standing I, Steve Simon, Secretary of State of Minnesota, do certify that: The business entity listed below was filed pursuant to the Minnesota Chapter listed below with the Office of the Secretary of State on the date listed below and that this business entity is registered to do business and is in good standing at the time this certificate is issued. Name:Innovative Masonry Restoration LLC Date Filed:12/16/2013 File Number:718736400022 Minnesota Statutes, Chapter:322C Home Jurisdiction:Minnesota This certificate has been issued on:12/02/2025 Steve Simon Secretary of State State of Minnesota Cover Memo City of Clearwater Main Library - Council Chambers 100 N. Osceola Avenue Clearwater, FL 33755 File Number: ID#26-0482 Agenda Date: 4/20/2026 Status: Agenda ReadyVersion: 1 File Type: Action ItemIn Control: City Attorney Agenda Number: 9.1 SUBJECT/RECOMMENDATION: Approve an increase to the legal services contract with GrayRobinson for representation in certain municipal law matters. (consent) SUMMARY: The City of Clearwater hired NewGen Strategies and Solutions to prepare a feasibility study to advise the City as to the infrastructure needed and probable cost for the municipalization of electric utilities. This study followed the conclusion of a 30-year franchise agreement with Duke Energy. The City and Duke Energy have engaged in negotiations for a new franchise agreement. Due to the specific nature of this matter, the former City Attorney hired GrayRobinson to assist the City with these municipal law matters. Since August 2024, the City has spent approximately $91,000.00 in legal fees for this matter, with $50,426.98 in Fiscal Year 2025 and $40,568.93 in Fiscal Year 2026. The City Attorney’s Office is requesting an increase of an additional not-to-exceed amount of $100,000.00. This procurement is exempt from bidding pursuant to Section 2.563(1)(g), Clearwater Code of Ordinances. APPROPRIATION CODE AND AMOUNT: A budget amendment may be needed in cost code 0109600-530100, Professional Services, to fund this contract. The operating budget of the City Attorney’s Office is funded by General Fund revenue. Page 1 City of Clearwater Printed on 4/14/2026 G RAYROB I NSON Julia Mandell I Julia.Mandell@gray-robinson.com I D 813.273.5110 101 East Kennedy Boulevard, Suite 4000, Tampa, Florida 33602 I T 813.273.5000 I F 813.273.5145 July 25, 2024 VIA EMAIL David Margolis, City Attorney City of Clearwater, Florida 100 S. Myrtle A venue Clearwater, FL 33756 Re: Engagement Letter for Representation of City of Clearwater Dear Mr. Margolis: You have inquired as to whether our Firm is interested in representing the City of Clearwater. You have asked that we represent the city of Clearwater in certain municipal law matters, including ( 1) franchise agreement negotiation support, assistance, and participation, to the extent directed by the City, (2) advice regarding utility acquisition processes (including eminent domain) in State court and any associated State regulatory matters, and (3) if requested, any related public finance matters as directed by the City. We are willing to represent the City of Clearwater in this matter. Over the years, it has been our experience that things go more smoothly if we have a clear understanding of your needs and the role we need to play. The purpose of this engagement letter is to confirm an agreement concerning representation and the payment of our fees and expenses. This engagement letter will govern all subsequent matters in which we may become involved on your behalf unless a separate arrangement is made. We will oo our very best to meet your needs in any matters we undertake for you, but as you know, we cannot and do not make any representations or warranties concerning the outcome. We will give you our best advice, render opinions, and seek to obtain the desired result. In this regard, it is most important that we communicate regularly. We have attached a copy of the firm's Policy Regarding Expenses and Billing. All conditions in that document are incorporated by reference as part of this engagement letter. As we are sure you recognize, we have a legitimate business concern in being paid in a timely fashion. The following arrangement is proposed regarding fees and costs: Our firm will charge for services on an hourly basis. At the present time our rates vary from $240.00 to $750.00 per hour for attorneys and $75.00 to $250.00 per hour for paralegals. The firm designates Julia Mandell and Tom Cloud to be responsible for all legal work performed. For non-eminent domain matters, we will bill for attorneys' time at a reduced blended flat rate of$350.00 per hour and for paralegals' time at $150.00 per hour. For eminent domain matters, we will bill for attorneys' time at a reduced blended flat rate of $450.00 per hour and for paralegals' time at $200.00 per hour. Any related public finance matters will be handled by a separate engagement letter. We reserve the right to utilize other members of the firm whenever, in our discretion, we deem it appropriate. Our hourly rates are subject to change in the future and are generally subject to review in August of each year. Boca Raton I Fort Lauderdale I Fort Myers I Gainesville I Jacksonville I Key West I Lakeland Melbourne I Miami I Naples I Orlando I Tallahassee I Tampa I Washington, D.C. I West Palm Beach gray-robinson.com David Margolis, City Attorney July 25, 2024 Page 3 POLICY REGARDING EXPENSES AND BILLING EXPENSES: You will be charged a reasonable rate for computerized document production, postage, reproduction, telecopies, couriers, express mail, long-distance telephone, travel costs and other costs. We may also use computerized research services to assist in handling your matters. This service will be used when we believe that it will save you money to do so. Expenses incurred or advanced on your behalf will be itemized on the statement. BILLING: You will be billed periodically, usually monthly. In the event you should disagree with or question any amount due under an invoice, you agree to communicate such disagreement to us, in writing, within thirty (30) days of the invoice date. Any disagreement you may have with a bill that is not communicated to us within that period shall be deemed waived. COMMENCEMENT OF REPRESENTATION: Our representation will not commence until we receive a signed copy of the letter to which this statement is attached, together with payment of any retainer specified therein. WITHDRAWAL FROM REPRESENTATION: We reserve the right to withdraw as your counsel in the event you fail to honor your agreement with respect to our legal fees or for any just reason as permitted or required under the Florida Code of Professional Responsibility or as permitted by the rules of courts of the State of Florida. In the event of our withdrawal, you will promptly pay for all services rendered by us prior to the date of withdrawal. DOCUMENT & FILE RETENTION: In representing the City, our firm could be deemed to be a "contractor" under section 119.0701, Fla. Stat. In an abundance of caution, we have always compiled in such representations with the letter and spirit of Florida's Public Records Act, Chapter 119, Fla. Stat., including specifically section 119.0701(2), which requires that our firm: (a) Keep and maintain public records that ordinarily and necessarily would be required by the City in order to perform the service. (b) Provide the public with access to public records on the same terms and conditions that the City would provide the records and at a cost that does not exceed the cost provided in chapter 119 or as otherwise provided by law. (c) Ensure that public records that are exempt or confidential and exempt from public records disclosure requirements are not disclosed except as authorized by law. ( d) Meet all requirements for retaining public records and transfer, at no cost, to the City all public records in possession of the firm upon termination of the contract and destroy any duplicate public records that are exempt or confidential and exempt from public records disclosure requirements. All records stored electronically must be provided to the public agency in a format that is compatible with the information technology systems of the City. You should be aware of our document and file retention policy. Once your case is concluded, the file will be officially closed. Once the file is closed, it may be sent to off-site storage, and there may be costs associated with retrieval of information from the file. We retain stored and closed files for a period often (10) years after which time they may be destroyed. This period is twice as long as that provided under Florida law. Thus, if there are any documents which you need from the documents we possess, we recommend that you obtain them at the conclusion of your case. #61075130v2 gray-robinson.com David Margolis, City Attorney July 25, 2024 Page 2 Further, paralegal, staff, computer research, and other technology may also be utilized if and when appropriate and in your best interest. You will be billed for the use of the same. Because of the relatively large size of our firm and our representation of many other clients, it is possible that there may arise in the future a dispute between another client and you. Our acceptance of the current representation of you will preclude us from accepting future representations adverse to you, which involve matters substantially related to the work we perform during this engagement. However, as a condition to our undertaking the representation described in this letter, you and we agree that our acceptance of this engagement shall not preclude us from representing other clients in the future who may have interests adverse to you, with respect to matters not substantially related to the particular matters for which you have engaged our services. If this engagement letter meets with your approval, please indicate by having the extra copy of this letter signed in the space provided below and return it to our offices. Your approval of this letter will include our agreement regarding the fees and costs arrangement. We appreciate the confidence and trust you have reposed in us in asking us to represent you and encourage you to communicate with me if at any time you have questions on the status or progress of your matters. I look forward to working with you and your staff on any matters you deem appropriate. If you have any questions, please do not hesitate to contact me. JM/jsl cc: Tom Cloud, B.C.S. The terms of this representation are accepted. this I day of A ~:, vd , 2024. CITY ~i,:7LEARWATER By:~~ David Margolis, B.C.S., City Attorney Sincerely yours, Julia C. Mandell, B.C.S. Board Certified in City, County, & Local Government gray-robinson.com CHANGE ORDERCONTRACT This Contract is subject to the Standard Terms and Conditions posted atwww.myclearwater.com/purchaseorder-TandC Contract # VENDOR Vendor EmailVendor Contact DepartmentVendor Phone No. Start Date End Date Telephone NumberContact Person Item#Description/PartNo QTY UOM Unit Price Extended Price By:Procurement Manager VENDOR COPY 902250-18 GRAY ROBINSON PA 301 E PINE ST STE 1400 ORLANDO, FL 32801 USA Page 1 of 1 DEPARTMENT.ACCOUNTING@GR…CITY ATTORNEY 10/01/2024 09/30/2025 Greve, Leslie 1 UTILITY ADVISING 10.01.24-09.30.25 0 EA $50,426.98 $50,426.98 2 UTILITY ADVISING 10.01.25-09.30.26 0 EA $100,000.00 $100,000.00 Total Available $70,205.00TotalExpended$80,221.98TotalOpen PO $0.00 Total Revised $150,426.98 Total Original $50,000.00 Cover Memo City of Clearwater Main Library - Council Chambers 100 N. Osceola Avenue Clearwater, FL 33755 File Number: ID#26-0483 Agenda Date: 4/20/2026 Status: Agenda ReadyVersion: 1 File Type: Action ItemIn Control: City Attorney Agenda Number: 9.2 SUBJECT/RECOMMENDATION: Amend Clearwater Code of Ordinances Section 28.04 relating to Trading and Selling on Streets and pass Ordinance 9906-26 on first reading. SUMMARY: During the Clearwater CRA meeting on June 17, 2024, CRA staff presented ideas that included the use of shipping containers and mobile vendors in the 400-500 blocks of Cleveland Street. The goal was to create new commercial activity not being offered in a traditional storefront business. The mobile vending activity would not include food trucks and would be complementary to existing storefront businesses in the Cleveland Street Activation Area. CRA staff presented three ideas for new commercial activity. ·First, use existing on street parking spaces as temporary commercial spaces on a daily basis ·Second, use existing on street parking spaces as temporary commercial spaces during special events, monthly programming or season events ·Lastly, a hybrid model of the first two ideas where existing on street parking spaces would be used daily and during event focused opportunities At the conclusion of the discussion on June 17, 2024, Council directed staff to implement the hybrid mobile vending model. Section 28.04 prohibits the trading and selling of goods, wares, or merchandise on any street, right-of-way, sidewalk, or city park within the city unless authorized by a Special Event permit. The proposed ordinance will allow mobile vending to occur daily within the 400-500 blocks of Cleveland Street through a city managed program. APPROPRIATION CODE AND AMOUNT: N/A Page 1 City of Clearwater Printed on 4/14/2026 1 ORDINANCE NO. 9906-26 AN ORDINANCE OF THE CITY OF CLEARWATER, FLORIDA; AMENDING THE CODE OF ORDINANCES, CHAPTER 28, ARTICLE I, AMENDING SECTION 28.04 TRADING AND SELLING ON STREETS; PROVIDING FOR INCLUSION IN THE CODE; PROVIDING FOR SEVERABILITY; AND PROVIDING FOR AN EFFECTIVE DATE. WHEREAS, Chapter 28 of the Code of Ordinances sets forth provisions related to streets, sidewalks, and other public places in the City of Clearwater (“City”); and WHEREAS, Section 28.04 prohibits the trading and selling of goods, wares, or merchandise on any street, right-of-way, sideway, or park within the City unless authorized by a Special Event permit; and WHEREAS, the City, Clearwater Downtown Development Board (“DDB”), and the Clearwater Community Redevelopment Agency (“CRA”) seek to activate the Cleveland Street District and create opportunities for mobile vendors; and WHEREAS, in order to create such opportunities, mobile vendors will be permitted to sell retail goods, wares, or merchandise within the 400 and 500 blocks of Cleveland Street, subject to certain conditions; and WHEREAS, the City has determined that the adoption of this Ordinance to be in the best interest of the City. NOW, THEREFORE, BE IT ORDAINED BY THE CITY COUNCIL OF THE CITY OF CLEARWATER, FLORIDA, THAT: Section 1: Section 28.04 of the Code of Ordinances of the City of Clearwater is hereby amended to read as follows: Sec. 28.04. Trading and selling on streets. (1) Except for the sale of ice cream from ice cream trucks on streets in residential areas, which have been issued a city business tax receipt for such use, and unless authorized by Article III of Chapter 22 which pertains to special events, it shall be unlawful for any person to sell, barter, exchange, or offer to sell, barter or exchange any goods, wares or merchandise of any kind or nature whatsoever in or on or over any street, right-of-way or public property, sidewalk or park within the city. (2) This section 28.04 shall not apply to curb service furnished by any regularly established and licensed place of business in the city, and this section 28.04 shall not apply to the holding of bazaars or other sales not made or carried on for personal profit, where such sales are operated in front of or adjacent to a store or place of business with the consent of the owner or manager thereof. The 2 prohibition set out in subsection (1) of this section 28.04 shall not prevent the operation of an outdoor cafe on the public right(s)-of-way where the outdoor cafe is permitted under the provisions of section 3-909 of the Community Development Code. (3) This section 28.04 shall not apply to the sale of retail goods, wares, or merchandise by mobile vendors within the 400 and 500 blocks of Cleveland Street. Mobile vendors must comply with the following conditions: a. Mobile vendors must obtain a Downtown Mobile Vendor Right-of-Way Permit prior to operating. b. Mobile vendors must be mobile, or readily moveable at all times. Mobile vendors must not be anchored to the ground, have any structures attached (such as decking or pergolas), or have the axles removed. c. When not in operation, mobile vendors must leave the site and be stored off-site. Mobile vendors may not be left unattended. d. The use of outdoor speakers and amplified music is prohibited. e. Mobile vendors may only operate during approved days and hours and in approved locations as specified by the permit. f. Mobile vendors must maintain ADA compliant pedestrian clearance and not obstruct sidewalks, fire lanes, hydrants, or access to any building. g. Mobile vendors are responsible for cleanliness and waste removal within their operating area. h. The city may limit the number of mobile vendors or approved locations due to capacity and city operational needs. Coding: Words in strikeout type are deletions from existing text. Words in underline type are additions. Section 2: It is the intention of the City Council, and it is hereby ordained that the provisions of this Ordinance shall become and be made a part of the Code of Ordinances of the City of Clearwater, that the sections of the Ordinance may be renumbered or relettered to accomplish such intentions; and that the word “Ordinance” shall be changed to “Section” or other appropriate word. Section 3: If any clause, section, or other part or application of this Ordinance shall be 3 held in any court of competent jurisdiction to be unconstitutional or invalid, such unconstitutional or invalid part or application shall be considered as eliminated and shall not affect the validity of the remaining portions or applications which shall remain in full force and effect. Section 4: All ordinances or parts of ordinances, resolutions or parts of resolutions in conflict herewith are hereby repealed to the extent of such conflict. Section 5: This Ordinance shall become effective immediately upon adoption, unless otherwise provided. PASSED ON FIRST READING ____________________ PASSED ON SECOND AND FINAL ____________________ READING AND ADOPTED ____________________________ Bruce Rector Mayor Approved as to form: Attest: _________________________ ____________________________ Owen Kohler Rosemarie Call Interim City Attorney City Clerk Cover Memo City of Clearwater Main Library - Council Chambers 100 N. Osceola Avenue Clearwater, FL 33755 File Number: 9878-26 2nd rdg Agenda Date: 4/20/2026 Status: Agenda ReadyVersion: 1 File Type: Planning CaseIn Control: City Attorney Agenda Number: 9.3 SUBJECT/RECOMMENDATION: Adopt Ordinance 9878-26 on second reading, annexing certain real property whose post office address is 2381 Gulf to Bay Boulevard Clearwater, FL 33765 into the corporate limits of the city and redefining the boundary lines of the city to include said addition. Page 1 City of Clearwater Printed on 4/14/2026 Ordinance No. 9878-26 ORDINANCE NO. 9878-26 AN ORDINANCE OF THE CITY OF CLEARWATER, FLORIDA, ANNEXING CERTAIN REAL PROPERTY LOCATED ON THE SOUTH SIDE OF GULF TO BAY BOULEVARD, APPROXIMATELY 280 FEET SOUTH OF GULF TO BAY BOULEVARD, WHOSE POST OFFICE ADDRESS IS 2381 GULF TO BAY BOULEVARD, CLEARWATER, FLORIDA 33765 INTO THE CORPORATE LIMITS OF THE CITY, AND REDEFINING THE BOUNDARY LINES OF THE CITY TO INCLUDE SAID ADDITION; PROVIDING AN EFFECTIVE DATE. WHEREAS, the owner of the real property described herein and depicted on the map attached hereto as Exhibit “A” has petitioned the City of Clearwater to annex the property into the City pursuant to the Interlocal Service Boundary Agreement authorized by Part II of Chapter 171, Florida Statutes, and the City has complied with all applicable requirements of Florida law in connection with this ordinance; now, therefore, BE IT ORDAINED BY THE CITY COUNCIL OF THE CITY OF CLEARWATER, FLORIDA: Section 1. The following described property is hereby annexed into the City of Clearwater and the boundary lines of the City are redefined accordingly: THE SOUTHEAST 1/4 OF THE NORTHEAST 1/4 OF THE NORTHEAST 1/4 OF THE SOUTHWEST 1/4 OF SECTION 18, TOWNSHIP 29 SOUTH, RANGE 16 EAST, PINELLAS COUNTY, FLORIDA. (ANX2025-09010) The map attached as Exhibit “A” is hereby incorporated by reference. Section 2. The provisions of this ordinance are found and determined to be consistent with the City of Clearwater Comprehensive Plan. The City Council hereby accepts the dedication of all easements, parks, rights-of-way and other dedications to the public, which have heretofore been made by plat, deed or user within the annexed property. The City Engineer, the City Clerk and the Community Development Coordinator are directed to include and show the property described herein upon the official maps and records of the City. Section 3. This ordinance shall take effect immediately upon adoption. The City Clerk shall file certified copies of this ordinance, including the map attached hereto, with the Clerk of the Circuit Court and with the County Administrator of Pinellas County, Florida, within 7 days after adoption, and shall file a certified copy with the Florida Department of State within 30 days after adoption. Ordinance No. 9878-26 PASSED ON FIRST READING PASSED ON SECOND AND FINAL READING AND ADOPTED Bruce Rector Mayor Approved as to form: Matthew J. Mytych, Esq Senior Assistant City Attorney Attest: Rosemarie Call, MPA, MMC City Clerk PROPOSED ANNEXATION Owner(s): Bedrock Gulf to Bay, LLC. Case: ANX2025-09010 Site: 2381 Gulf to Bay Boulevard Property Size(Acres): ROW (Acres): 2.4 Land Use Zoning PIN: 18-29-16-00000-310-0300 From: Residential Urban (RU) Residential Mobile/ Manufactured Home (RMH) Atlas Page: 299A To: Residential Urban (RU) Mobile Home Park (MHP) Exhibit "A" LOCATION MAP Owner(s): Bedrock Gulf to Bay, LLC. Case: ANX2025-09010 Site: 2381 Gulf to Bay Boulevard Property Size(Acres): ROW (Acres): 2.4 Land Use Zoning PIN: 18-29-16-00000-310-0300 From: Residential Urban (RU) Residential Mobile/ Manufactured Home (RMH) Atlas Page: 299A To: Residential Urban (RU) Mobile Home Park (MHP) AERIAL PHOTOGRAPH Owner(s): Bedrock Gulf to Bay, LLC. Case: ANX2025-09010 Site: 2381 Gulf to Bay Boulevard Property Size(Acres): ROW (Acres): 2.4 Land Use Zoning PIN: 18-29-16-00000-310-0300 From: Residential Urban (RU) Residential Mobile/ Manufactured Home (RMH) Atlas Page: 299A To: Residential Urban (RU) Mobile Home Park (MHP) EXISTING SURROUNDING USES MAP Owner(s): Bedrock Gulf to Bay, LLC. Case: ANX2025-09010 Site: 2381 Gulf to Bay Boulevard Property Size(Acres): ROW (Acres): 2.4 Land Use Zoning PIN: 18-29-16-00000-310-0300 From: Residential Urban (RU) Residential Mobile/ Manufacture d Home (RMH) Atlas Page: 299A To: Residential Urban (RU) Mobile Home Park (MHP) Mobile Home Park Commercial Mobile Home Park Commercial Commercial Commercial ANX2025-09010 Bedrock Gulf to Bay LLC 2381 Gulf to Bay Boulevard View looking south at the subject property, 2381 Gulf to Bay Boulevard. View of the east section of the subject property, looking to the north. View looking north of the subject property. View of the east section of the subject property, looking to the west. View looking south along the east side of the subject property.View looking north along the south side of the subject property. Cover Memo City of Clearwater Main Library - Council Chambers 100 N. Osceola Avenue Clearwater, FL 33755 File Number: 9879-26 2nd rdg Agenda Date: 4/20/2026 Status: Agenda ReadyVersion: 1 File Type: Planning CaseIn Control: City Attorney Agenda Number: 9.4 SUBJECT/RECOMMENDATION: Adopt Ordinance 9879-26 on second reading, amending the future land use element of the Comprehensive Plan of the city to designate the land use for certain real property whose post office address is 2381 Gulf to Bay Boulevard Clearwater, FL 33765, upon annexation into the City of Clearwater, as Residential Urban (RU). Page 1 City of Clearwater Printed on 4/14/2026 Ordinance No. 9879-26 ORDINANCE NO. 9879-26 AN ORDINANCE OF THE CITY OF CLEARWATER, FLORIDA, AMENDING THE FUTURE LAND USE ELEMENT OF THE COMPREHENSIVE PLAN OF THE CITY, TO DESIGNATE THE LAND USE FOR CERTAIN REAL PROPERTY LOCATED ON THE SOUTH SIDE OF GULF TO BAY BOULEVARD, APPROXIMATELY 280 FEET SOUTH OF GULF TO BAY BOULEVARD, WHOSE POST OFFICE ADDRESS IS 2381 GULF TO BAY BOULEVARD, CLEARWATER, FLORIDA 33765, UPON ANNEXATION INTO THE CITY OF CLEARWATER, AS RESIDENTIAL URBAN (RU); PROVIDING AN EFFECTIVE DATE. WHEREAS, the amendment to the Future Land Use Element of the Comprehensive Plan of the City as set forth in this ordinance is found to be reasonable, proper and appropriate, and is consistent with the City's Comprehensive Plan; now, therefore, BE IT ORDAINED BY THE CITY COUNCIL OF THE CITY OF CLEARWATER, FLORIDA: Section 1. The Future Land Use Element of the Comprehensive Plan of the City of Clearwater is amended by designating the land use category for the hereinafter described property, upon annexation into the City of Clearwater, as follows: Property Land Use Category THE SOUTHEAST 1/4 OF THE NORTHEAST 1/4 OF THE NORTHEAST 1/4 OF THE SOUTHWEST 1/4 OF SECTION 18, TOWNSHIP 29 SOUTH, RANGE 16 EAST, PINELLAS COUNTY, FLORIDA. Residential Urban (RU) (ANX2025-09010) The map attached as Exhibit “A” is hereby incorporated by reference. Section 2. The City Council does hereby certify that this ordinance is consistent with the City’s Comprehensive Plan. Section 3. This ordinance shall take effect immediately upon adoption, contingent upon and subject to the adoption of Ordinance No. 9878-26. Ordinance No. 9879-26 PASSED ON FIRST READING PASSED ON SECOND AND FINAL READING AND ADOPTED Bruce Rector Mayor Approved as to form: Matthew J. Mytych, Esq Senior Assistant City Attorney Attest: Rosemarie Call, MPA, MMC City Clerk PROPOSED FUTURE LAND USE MAP Owner(s): Bedrock Gulf to Bay, LLC. Case: ANX2025-09010 Site: 2381 Gulf to Bay Boulevard Property Size(Acres): ROW (Acres): 2.4 Land Use Zoning PIN: 18-29-16-00000-310-0300 From: Residential Urban (RU) Residential Mobile/ Manufactured Home (RMH) Atlas Page: 299A To: Residential Urban (RU) Mobile Home Park (MHP) Exhibit "A" LOCATION MAP Owner(s): Bedrock Gulf to Bay, LLC. Case: ANX2025-09010 Site: 2381 Gulf to Bay Boulevard Property Size(Acres): ROW (Acres): 2.4 Land Use Zoning PIN: 18-29-16-00000-310-0300 From: Residential Urban (RU) Residential Mobile/ Manufactured Home (RMH) Atlas Page: 299A To: Residential Urban (RU) Mobile Home Park (MHP) AERIAL PHOTOGRAPH Owner(s): Bedrock Gulf to Bay, LLC. Case: ANX2025-09010 Site: 2381 Gulf to Bay Boulevard Property Size(Acres): ROW (Acres): 2.4 Land Use Zoning PIN: 18-29-16-00000-310-0300 From: Residential Urban (RU) Residential Mobile/ Manufactured Home (RMH) Atlas Page: 299A To: Residential Urban (RU) Mobile Home Park (MHP) EXISTING SURROUNDING USES MAP Owner(s): Bedrock Gulf to Bay, LLC. Case: ANX2025-09010 Site: 2381 Gulf to Bay Boulevard Property Size(Acres): ROW (Acres): 2.4 Land Use Zoning PIN: 18-29-16-00000-310-0300 From: Residential Urban (RU) Residential Mobile/ Manufacture d Home (RMH) Atlas Page: 299A To: Residential Urban (RU) Mobile Home Park (MHP) Mobile Home Park Commercial Mobile Home Park Commercial Commercial Commercial ANX2025-09010 Bedrock Gulf to Bay LLC 2381 Gulf to Bay Boulevard View looking south at the subject property, 2381 Gulf to Bay Boulevard. View of the east section of the subject property, looking to the north. View looking north of the subject property. View of the east section of the subject property, looking to the west. View looking south along the east side of the subject property.View looking north along the south side of the subject property. Cover Memo City of Clearwater Main Library - Council Chambers 100 N. Osceola Avenue Clearwater, FL 33755 File Number: 9880-26 2nd rdg Agenda Date: 4/20/2026 Status: Agenda ReadyVersion: 1 File Type: Planning CaseIn Control: City Attorney Agenda Number: 9.5 SUBJECT/RECOMMENDATION: Adopt Ordinance 9880-26 on second reading, amending the Zoning Atlas of the city by zoning certain real property whose post office address is 2381 Gulf to Bay Boulevard Clearwater, FL 33765, upon annexation into the City of Clearwater, as Mobile Home Park (MHP). Page 1 City of Clearwater Printed on 4/14/2026 Ordinance No. 9880-26 ORDINANCE NO. 9880-26 AN ORDINANCE OF THE CITY OF CLEARWATER, FLORIDA, AMENDING THE ZONING ATLAS OF THE CITY BY ZONING CERTAIN REAL PROPERTY LOCATED ON THE SOUTH SIDE OF GULF TO BAY BOULEVARD, APPROXIMATELY 280 FEET SOUTH OF GULF TO BAY BOULEVARD, WHOSE POST OFFICE ADDRESS IS 2381 GULF TO BAY BOULEVARD, CLEARWATER, FLORIDA 33765, UPON ANNEXATION INTO THE CITY OF CLEARWATER, AS MOBILE HOME PARK (MHP); PROVIDING AN EFFECTIVE DATE. WHEREAS, the assignment of a zoning classification as set forth in this ordinance is found to be reasonable, proper and appropriate, and is consistent with the City's Comprehensive Plan; now, therefore, BE IT ORDAINED BY THE CITY COUNCIL OF THE CITY OF CLEARWATER, FLORIDA: Section 1. The following described property located in Pinellas County, Florida, is hereby zoned as indicated upon annexation into the City of Clearwater, and the Zoning Atlas of the City is amended, as follows: The map attached as Exhibit “A” is hereby incorporated by reference. Section 2. The City Engineer is directed to revise the Zoning Atlas of the City in accordance with the foregoing amendment. Section 3. This ordinance shall take effect immediately upon adoption, contingent upon and subject to the adoption of Ordinance No. 9878-26. Property Zoning District THE SOUTHEAST 1/4 OF THE NORTHEAST 1/4 OF THE NORTHEAST 1/4 OF THE SOUTHWEST 1/4 OF SECTION 18, TOWNSHIP 29 SOUTH, RANGE 16 EAST, PINELLAS COUNTY, FLORIDA. Mobile Home Park (MHP) (ANX2025-09010) Ordinance No. 9880-26 PASSED ON FIRST READING PASSED ON SECOND AND FINAL READING AND ADOPTED Bruce Rector Mayor Approved as to form: Matthew J. Mytych, Esq Senior Assistant City Attorney Attest: Rosemarie Call, MPA, MMC City Clerk PROPOSED ZONING MAP Owner(s): Bedrock Gulf to Bay, LLC. Case: ANX2025-09010 Site: 2381 Gulf to Bay Boulevard Property Size(Acres): ROW (Acres): 2.4 Land Use Zoning PIN: 18-29-16-00000-310-0300 From: Residential Urban (RU) Residential Mobile/ Manufactured Home (RMH) Atlas Page: 299A To: Residential Urban (RU) Mobile Home Park (MHP) Exhibit "A" LOCATION MAP Owner(s): Bedrock Gulf to Bay, LLC. Case: ANX2025-09010 Site: 2381 Gulf to Bay Boulevard Property Size(Acres): ROW (Acres): 2.4 Land Use Zoning PIN: 18-29-16-00000-310-0300 From: Residential Urban (RU) Residential Mobile/ Manufactured Home (RMH) Atlas Page: 299A To: Residential Urban (RU) Mobile Home Park (MHP) AERIAL PHOTOGRAPH Owner(s): Bedrock Gulf to Bay, LLC. Case: ANX2025-09010 Site: 2381 Gulf to Bay Boulevard Property Size(Acres): ROW (Acres): 2.4 Land Use Zoning PIN: 18-29-16-00000-310-0300 From: Residential Urban (RU) Residential Mobile/ Manufactured Home (RMH) Atlas Page: 299A To: Residential Urban (RU) Mobile Home Park (MHP) EXISTING SURROUNDING USES MAP Owner(s): Bedrock Gulf to Bay, LLC. Case: ANX2025-09010 Site: 2381 Gulf to Bay Boulevard Property Size(Acres): ROW (Acres): 2.4 Land Use Zoning PIN: 18-29-16-00000-310-0300 From: Residential Urban (RU) Residential Mobile/ Manufacture d Home (RMH) Atlas Page: 299A To: Residential Urban (RU) Mobile Home Park (MHP) Mobile Home Park Commercial Mobile Home Park Commercial Commercial Commercial ANX2025-09010 Bedrock Gulf to Bay LLC 2381 Gulf to Bay Boulevard View looking south at the subject property, 2381 Gulf to Bay Boulevard. View of the east section of the subject property, looking to the north. View looking north of the subject property. View of the east section of the subject property, looking to the west. View looking south along the east side of the subject property.View looking north along the south side of the subject property. Cover Memo City of Clearwater Main Library - Council Chambers 100 N. Osceola Avenue Clearwater, FL 33755 File Number: 9901-26 Agenda Date: 4/20/2026 Status: Agenda ReadyVersion: 1 File Type: OrdinanceIn Control: City Attorney Agenda Number: 9.6 SUBJECT/RECOMMENDATION: Adopt Ordinance 9901-26 on second reading and amend the City’s fiscal year 2025/26 operating budget at first quarter. SUMMARY: The fiscal year 2025/26 operating and capital improvement budgets were adopted in September 2025 by ordinances 9849-25 and 9850-25. Section 2.521 of the City’s Code of Ordinances requires the City Manager to prepare a quarterly report detailing income, expenditure estimates, collections, the explanation of significant variances, as well as the financial status of all capital improvement projects. STRATEGIC PRIORITY: The budgeting process aligns resource allocation to the advancement of our community in all five strategic priorities: high performing government, economic and housing opportunity, community well-being, environmental stewardship, and superior public service. Page 1 City of Clearwater Printed on 4/14/2026 First Quarter Budget Review Fiscal Year 2025-26 Memorandum TO: Mayor and City Council FROM: Jennifer Poirrier, City Manager COPIES: Daniel Slaughter, Assistant City Manager Alfred Battle Jr., Assistant City Manager SUBJECT: First Quarter budget review - amended City Manager's annual budget report DATE: March 18, 2026 Attached is the first quarter budget review in accordance with the City Code of Ordinances. This report is based on the first three months of activity in the current fiscal year (October 2025 through December 2025). Contained within are comments on major variances and documentation of proposed amendments. Significant Fund amendments are outlined below: General Fund General Fund revenue and expenditure amendments reflect a net increase of $214,262. The General Fund expenditure amendments at first quarter include an increase of $214,262 to the City Attorney’s Office to provide funding for the payout of the outgoing City Attorney. This expenditure increase is offset by a revenue amendment allocating General Fund reserves. General Fund Reserves: In order to ensure adequate reserves, the City Council’s policy reflects that General Fund unappropriated fund reserves of 8.5% of the City’s budgeted General Fund expenditures must be maintained as a reserve to guard against future emergencies. Estimated General Fund reserves at first quarter are approximately $74.9 million, or 33.4% of the fiscal year 2025/26 General Fund expenditure budget, exceeding our minimum reserve requirement by $55.8 million. Significant amendments to other city operating funds are noted as follows: Water and Sewer Fund Amendments to the Water and Sewer Fund reflect an allocation of $19,300,000 from fund reserves transferred to the Sanitary Sewer R&R capital project to provide funding for maintenance program contracts as previously approved. First Quarter Budget Review Fiscal Year 2025-26 Parking Fund Amendments to Parking Fund expenditures reflect an increase of $38,712 for the PSTA Jolley Trolley contract as previously approved. Budgeted revenues are sufficient to cover this increase. Capital Improvement Program First quarter amendments to the capital improvement program reflect a net increase of $26,120,786. Amendments include the following increases previously approved by the Council: $949,500 in grant revenues from the US Department of Energy in the Solar NGW Recreation and Countryside Library project; $3,366,540 in grant revenue from the Florida Department of Environmental Protection in the Sanitary Sewer Extension project; $19,300,000 transferred from Water and Sewer reserves to the Sanitary Sewer R&R project; and $880,000 in grant revenue from FDOT and $220,000 in reimbursement revenue for the Aviation Operation Center project. Project activity not previously approved by the Council is summarized on page 18. Significant amendments include an increase of $36,417 in elective pay rebates in the Greenprint Implementation project; an increase of $246,320 reimbursed in the Police CAD Replacement project; $185,442 of property owner share revenues in the Pasco Line Relocation and Pinellas New Mains projects; a decrease of $56,000 in governmental revenues budgeted in the Facilities Upgrade & Improvements project; an increase of $321,672 in grant revenues in the Pump Station Replacement project; an increase of $164,200 of reimbursements received in the Reclaimed Water Distribution project; an increase of $405,700 in the Arts and Cultural Affairs project representing 1% art funding transferred from capital projects; and an increase of $86,518 in FEMA reimbursements received in the South Basin Attenuator project. Special Program Fund The Special Program Fund reflects a net budget increase of $3,816,102 for first quarter. Significant amendments include $160,000 allocated from fund reserves for increased costs of the feasibility study; $213,448 in public safety grant/governmental revenues; $885,467 in contractual service revenue for police extra duty; $904,391 from the Juvenile Welfare Board to fund 2025/26 after school and summer programs which include funding for the addition of 5.2 new FTEs; $249,934 in fines and court proceeds for public safety programs and the tree replacement program; an increase of $470,911 for the Brownfield RLF Grant program; $296,133 in special events revenues received from the Turkey Trot, Mama Duck, and Sea Blues festival; $66,114 in donations for Police, Parks and Library programs; $25,000 for an application in the new P3 Program; $32,855 of reimbursements in various programs; $31,837 in prior year interest earnings; and $475,613 transferred between existing special programs. CITY OF CLEARWATER FIRST QUARTER SUMMARY 2025/26 FY 25/26 Variance %First Adopted Year to Date YTD Actual vs.YTD vs.Quarter Amended Description Budget Actual Adopted Budget Budget Adjustment Budget General Fund: Revenues 223,801,990 108,941,271 114,860,719 49%214,262 224,016,252 Expenditures 223,801,990 75,713,808 148,088,182 34%214,262 224,016,252 Utility Funds: Water & Sewer Fund Revenues 119,985,470 30,758,838 89,226,632 26%19,300,000 139,285,470 Expenditures 119,959,190 63,374,118 56,585,072 53%19,300,000 139,259,190 Stormwater Fund Revenues 24,539,510 5,784,454 18,755,056 24%- 24,539,510 Expenditures 24,539,510 16,698,050 7,841,460 68%- 24,539,510 Gas Fund Revenues 44,255,370 10,965,054 33,290,316 25%- 44,255,370 Expenditures 44,244,300 13,660,878 30,583,422 31%- 44,244,300 Solid Waste and Recycling Fund Revenues 37,916,440 9,524,792 28,391,648 25%- 37,916,440 Expenditures 37,916,440 10,727,303 27,189,137 28%- 37,916,440 Enterprise Funds: Marine Fund Revenues 4,634,830 583,343 4,051,487 13%- 4,634,830 Expenditures 4,634,830 850,908 3,783,922 18%- 4,634,830 Airpark Fund Revenues 286,720 75,419 211,301 26%- 286,720 Expenditures 216,320 134,897 81,423 62%- 216,320 Clearwater Harbor Marina Fund Revenues 1,233,800 389,178 844,622 32%- 1,233,800 Expenditures 1,196,190 414,645 781,545 35%- 1,196,190 Parking Fund Revenues 11,600,180 2,634,318 8,965,862 23%- 11,600,180 Expenditures 10,400,810 2,564,409 7,836,401 25%38,712 10,439,522 Internal Service Funds: General Services Fund Revenues 8,490,060 2,143,470 6,346,590 25%- 8,490,060 Expenditures 8,490,060 1,632,581 6,857,479 19%- 8,490,060 Administrative Services Revenues 19,670,470 4,923,402 14,747,068 25%- 19,670,470 Expenditures 19,670,470 4,485,842 15,184,628 23%- 19,670,470 Garage Fund Revenues 19,293,580 4,558,809 14,734,771 24%- 19,293,580 Expenditures 19,293,580 2,444,538 16,849,042 13%- 19,293,580 Central Insurance Fund Revenues 41,609,580 10,261,660 31,347,920 25%- 41,609,580 Expenditures 41,609,580 8,533,873 33,075,707 21%- 41,609,580 1 FIRST QUARTER REVIEW AMENDED CITY MANAGER'S FISCAL YEAR 2025-26 REPORT PAGE # General Fund Operating Budget ..................................................................................................... 3 Utility Funds Operating Budget ...................................................................................................... 6 Other Enterprise Funds Operating Budgets ................................................................................. 10 Internal Service Funds Operating Budgets ................................................................................... 14 Capital Improvement Program Budget ........................................................................................ 18 Special Program Fund Budget ....................................................................................................... 32 Special Development Fund ........................................................................................................... 39 Administrative Change Orders ...................................................................................................... 42 Ordinances ..................................................................................................................................... 43 The amended 2025/26 operating budget, presented by operating fund and/or department, is submitted for the City Council review. The actual and projected data contained in this review represents three months, October 1, 2025, through December 31, 2025. The adjustments, however, represent all data available at the time of the report, including action taken by the City Council after December 31, 2025. Definitions associated with the operating funds information are presented as follows: Definitions: Adopted Budget - The budget as adopted by the City Council on September 17, 2025. Variance YTD Actual vs. Adopted Budget - Difference between year to date actual and adopted budget. % YTD vs. Budget - Percentage of adopted budget expended, year to date. Proposed Amendments - Adjustments that have been approved by the City Council, made at the Manager’s discretion, and/or adjustments proposed based on this quarter’s review. Amended Budget - Adding the Original Budget and Adjustments. 2 Capital Improvement Program The amended 2025/26 Capital Improvement Projects budget report is submitted for the City Council review. This review provides the opportunity to analyze the status of all active projects and present formal amendments to the project budget. The Capital Improvement Program and Special Program fund information is presented as follows: Definitions: Budget - The budget as of October 1, 2025, which includes project budgets from prior years, which have not been completed. Amendment - Amendments which have been approved by the City Council, made at the Manager's discretion, and/or adjustments proposed based on this quarter’s review. Revised Budget - Adding the Budget and Amendment columns. Encumbrance - Outstanding contract or purchase order commitment. Available Balance - Difference between revised budget and expenditure, plus encumbrance. Status - C - project is completed. Amend Ref - Reference number for description of amendment. Increase/ (Decrease)Description - At first quarter, approximately 83%of property tax revenue has been received.As projected,most property tax payments are made within the first six months of the fiscal year. No amendment is proposed at this time. - At first quarter, approximately 9%of intergovernmental revenue has been received.This is due to the timing of receipts for sales tax revenues. 214,262 First quarter amendments reflect the appropriation of $214,262.00 from General Fund reserves to provide funding for the payout of the outgoing City Attorney. 214,262 214,262 City of Clearwater General Fund RevenuesFirst Quarter Amendments FY 2025/26 Ad Valorem Taxes Transfer (to) from Surplus Net General Fund Revenue Amendment Net Transfer (to) from Retained Earnings Intergovernmental 3 Increase/(Decrease)Description 214,262 At first quarter,expenditures reflect an increase of $214,262.00 to salaries and wages to fund the payout of the outgoing City Attorney. - At first quarter, Parks and Recreation expenditures reflect 42%of total budget resulting from transfers to the capital fund occurring in the first period of the year.No amendment is proposed at this time. - At first quarter,Non-Departmental expenditures reflect 70%of total budget, resulting from interfund and capital transfers occurring in the first period of the year.No amendment is proposed at this time. - 214,262 City of Clearwater General Fund Expenditures First Quarter Amendments FY 2025/26 City Attorney's Office Net General Fund Expenditure Amendment Parks & Recreation Non-Departmental 4 2025/26 Variance %2025/26 Adopted Year to Date YTD Actual vs.YTD vs.Proposed 1 Qtr Amended Budget Actual Adopted Bud Budget Amendment Budget General Fund Revenues Ad Valorem Taxes 103,976,890 86,499,865 17,477,025 83%- 103,976,890 Utility Taxes 20,600,000 4,137,949 16,462,051 20%- 20,600,000 Local Option, Fuel and Other Taxes 6,600,000 2,200,732 4,399,268 33%- 6,600,000 Franchise Fees 12,000,000 2,045,972 9,954,028 17%- 12,000,000 Other Permits & Fees 3,356,000 861,222 2,494,778 26%- 3,356,000 Intergovernmental 32,864,790 3,117,068 29,747,722 9%- 32,864,790 Charges for Services 19,063,410 4,266,957 14,796,453 22%- 19,063,410 Judgments, Fines and Forfeitures 2,079,500 450,354 1,629,146 22%- 2,079,500 Miscellaneous Revenues 9,047,620 2,365,766 6,681,854 26%- 9,047,620 Transfers In 14,213,780 2,995,387 11,218,393 21%- 14,213,780 Total Revenues 223,801,990 108,941,271 114,860,719 49%- 223,801,990 Transfer (to) from Surplus - - - ~214,262 214,262 Adjusted Revenues 223,801,990 108,941,271 114,860,719 49%214,262 224,016,252 General Fund Expenditures City Council 647,839 213,206 434,633 33%- 647,839 City Manager's Office 1,449,391 347,871 1,101,520 24%- 1,449,391 City Attorney's Office 2,849,880 631,714 2,218,166 22%214,262 3,064,142 City Audit 461,221 132,373 328,848 29%- 461,221 City Clerk 1,232,161 266,470 965,691 22%- 1,232,161 CRA Administration 1,159,032 232,689 926,343 20%- 1,159,032 Economic Development and Housing 2,292,583 400,528 1,892,055 17%- 2,292,583 Finance 3,633,235 823,543 2,809,692 23%- 3,633,235 Fire 37,989,043 9,671,128 28,317,915 25%- 37,989,043 Human Resources 2,309,219 468,667 1,840,552 20%- 2,309,219 Library 9,278,756 2,295,577 6,983,179 25%- 9,278,756 Non-Departmental 17,228,132 12,141,682 5,086,450 70%- 17,228,132 Parks & Recreation 55,026,047 23,209,625 31,816,422 42%- 55,026,047 Planning & Development 9,350,803 2,041,711 7,309,092 22%- 9,350,803 Police 60,582,188 17,198,139 43,384,049 28%- 60,582,188 Public Communications 2,122,555 427,120 1,695,435 20%- 2,122,555 Public Utilities 469,430 117,098 352,332 25%- 469,430 Public Works 15,720,475 5,094,668 10,625,807 32%- 15,720,475 Total Expenditures 223,801,990 75,713,808 148,088,182 34%214,262 224,016,252 For the Three Month Period of October 1, 2025 - December 31, 2025 GENERAL FUND FIRST QUARTER REVIEW 5 2025/26 Variance %2025/26 Adopted Year to Date YTD Actual vs.YTD vs.Proposed 1 Qtr Amended Budget Actual Adopted Bud Budget Amendment Budget WATER & SEWER FUND Water & Sewer Revenues: Charges for Service 115,201,270 29,274,782 85,926,488 25%- 115,201,270 Judgments, Fines and Forfeits 275,000 90,523 184,477 33%- 275,000 Miscellaneous 4,509,200 1,393,533 3,115,667 31%- 4,509,200 Transfers In - - - ~- - Total Operating Revenues 119,985,470 30,758,838 89,226,632 26%- 119,985,470 Fund Equity - - - ~19,300,000 19,300,000 Total Revenues 119,985,470 30,758,838 89,226,632 26%19,300,000 139,285,470 Water & Sewer Expenditures: Public Utilities Administration 4,560,829 841,319 3,719,510 18%- 4,560,829 Wastewater Collection 12,572,836 6,944,769 5,628,067 55%19,300,000 31,872,836 Public Utilities Maintenance 11,307,139 5,359,127 5,948,012 47%- 11,307,139 WPC / Plant Operations 36,338,073 21,412,768 14,925,305 59%- 36,338,073 WPC / Laboratory Operations 594,666 113,741 480,925 19%- 594,666 WPC / Industrial Pretreatment 1,235,540 287,242 948,298 23%- 1,235,540 Water Distribution 22,441,737 13,375,531 9,066,206 60%- 22,441,737 Water Supply 23,467,046 10,204,434 13,262,612 43%- 23,467,046 Reclaimed Water 7,441,324 4,835,186 2,606,138 65%- 7,441,324 Total Expenditures 119,959,190 63,374,118 56,585,072 53%19,300,000 139,259,190 Increase/ (Decrease)Amendment Description: Water and Sewer Fund Revenues:19,300,000 Water and Sewer Fund Expenditures:19,300,000 UTILITY FUNDS FIRST QUARTER REVIEW For the Three Month Period of October 1, 2025 - December 31, 2025 At first quarter, anticipated revenues of the Water and Sewer Fund exceed anticipated expenditures by $26,280 for fiscal year 2025/26. First quarter amendments to Water and Sewer Fund revenues reflect an allocation of $19,300,000.00 in reserves to provide additional funding for the comprehensive sanitary sewer maintenance program. First quarter expenditures of the Water and Sewer Fund reflect 53%of total budget due to transfers to the capital fund which occur in the first period of the fiscal year.First quarter amendments reflect a transfer of $19,300,000.00 in fund reserves to capital improvement project 96665,Sanitary Sewer R&R,to provide additional funding for the comprehensive sanitarysewer maintenance program contracts, as approved by the Council on September 18, 2025. 6 2025/26 Variance %2025/26 Adopted Year to Date YTD Actual vs.YTD vs.Proposed 1 Qtr Amended Budget Actual Adopted Bud Budget Amendment Budget UTILITY FUNDS FIRST QUARTER REVIEW For the Three Month Period of October 1, 2025 - December 31, 2025 STORMWATER FUND Stormwater Revenues: Charges for Service 21,068,630 5,361,618 15,707,012 25%- 21,068,630 Judgments, Fines and Forfeits 50,000 15,770 34,230 32%- 50,000 Miscellaneous 1,215,000 407,066 807,934 34%- 1,215,000 Transfers In - - - ~- - Total Operating Revenues 22,333,630 5,784,454 16,549,176 26%- 22,333,630 Fund Equity 2,205,880 - 2,205,880 0%- 2,205,880 Total Revenues 24,539,510 5,784,454 18,755,056 24%- 24,539,510 Stormwater Expenditures: Stormwater Management 17,654,941 15,126,114 2,528,827 86%- 17,654,941 Stormwater Maintenance 6,884,569 1,571,936 5,312,633 23%- 6,884,569 Total Expenditures 24,539,510 16,698,050 7,841,460 68%- 24,539,510 Increase/ (Decrease)Amendment Description: Stormwater Fund Revenues:- Stormwater Fund Expenditures:- First quarter expenditures of the Stormwater Fund reflect 68% of total budget due to transfers to the capital fund which occur in the first period of the fiscal year.No amendments are proposed at this time. No amendments are proposed to Stormwater Fund revenues at first quarter. At first quarter, anticipated revenues of the Stormwater Fund equal anticipated expenditures for fiscal year 2025/26. 7 2025/26 Variance %2025/26 Adopted Year to Date YTD Actual vs.YTD vs.Proposed 1 Qtr Amended Budget Actual Adopted Bud Budget Amendment Budget UTILITY FUNDS FIRST QUARTER REVIEW For the Three Month Period of October 1, 2025 - December 31, 2025 GAS FUND Gas Revenues: Charges for Service 43,509,080 10,697,804 32,811,276 25%- 43,509,080 Judgments, Fines and Forfeits 100,000 21,497 78,503 21%- 100,000 Miscellaneous 646,290 245,753 400,537 38%- 646,290 Transfers In - - - ~- - Total Operating Revenues 44,255,370 10,965,054 33,290,316 25%- 44,255,370 Fund Equity - - - ~- - Total Revenues 44,255,370 10,965,054 33,290,316 25%- 44,255,370 Gas Expenditures: Administration & Supply 24,282,448 4,452,401 19,830,047 18%- 24,282,448 Pinellas Gas Operations 8,801,353 3,677,726 5,123,627 42%- 8,801,353 Pasco Gas Operations 6,890,246 4,443,332 2,446,914 64%- 6,890,246 Marketing & Sales 4,270,253 1,087,420 3,182,833 25%- 4,270,253 Total Expenditures 44,244,300 13,660,878 30,583,422 31%- 44,244,300 Increase/ (Decrease)Amendment Description: Gas Fund Revenues:- Gas Fund Expenditures:- At first quarter, anticipated revenues of the Gas Fund exceed anticipated expenditures by $11,070 for fiscal year 2025/26. No amendments are proposed to Gas Fund revenues at first quarter. No amendments are proposed to Gas Fund expenditures at first quarter. 8 2025/26 Variance %2025/26 Adopted Year to Date YTD Actual vs.YTD vs.Proposed 1 Qtr Amended Budget Actual Adopted Bud Budget Amendment Budget UTILITY FUNDS FIRST QUARTER REVIEW For the Three Month Period of October 1, 2025 - December 31, 2025 SOLID WASTE AND RECYCLING FUND Solid Waste Revenues: Other Permits and Fees 2,500 1,303 1,198 52%- 2,500 Intergovernmental - - - ~- - Charges for Service 32,625,900 8,147,399 24,478,501 25%- 32,625,900 Judgments, Fines and Forfeits 62,500 26,308 36,192 42%- 62,500 Miscellaneous 1,958,600 580,456 1,378,144 30%- 1,958,600 Transfers In - - - ~- - Solid Waste Revenues 34,649,500 8,755,465 25,894,035 25%- 34,649,500 Recycling Revenues: Other Permits and Fees - - - ~- - Intergovernmental 85,050 - 85,050 0%- 85,050 Charges for Service 2,936,790 768,882 2,167,908 26%- 2,936,790 Judgments, Fines and Forfeits 5,000 2,226 2,774 45%- 5,000 Miscellaneous 240,100 (1,781) 241,881 -1%- 240,100 Transfers In - - - ~- - Recycling Revenues 3,266,940 769,326 2,497,614 24%- 3,266,940 Fund Equity - - - ~- - Total Revenues 37,916,440 9,524,792 28,391,648 25%- 37,916,440 Solid Waste Expenditures: Collection 23,917,541 4,493,244 19,424,297 19%- 23,917,541 Transfer 2,589,551 461,856 2,127,695 18%- 2,589,551 Container Maintenance 941,116 235,386 705,730 25%- 941,116 Administration 5,903,176 4,520,135 1,383,041 77%- 5,903,176 Solid Waste Expenditures 33,351,384 9,710,621 23,640,763 29%- 33,351,384 Recycling Expenditures: Residential 1,263,562 397,716 865,847 31%- 1,263,562 Multi-Family 366,939 92,913 274,026 25%- 366,939 Commercial 2,934,555 526,053 2,408,502 18%- 2,934,555 Recycling Expenditures 4,565,056 1,016,681 3,548,375 22%- 4,565,056 Total Expenditures 37,916,440 10,727,303 27,189,137 28%- 37,916,440 Increase/ (Decrease)Amendment Description: Solid Waste and Recycling Fund Revenues:- Solid Waste and Recycling Fund Expenditures:- No amendments are proposed to Solid Waste and Recycling Fund revenues at first quarter. No amendments are proposed to Solid Waste and Recycling Fund expenditures at first quarter. At first quarter, anticipated revenues of the Solid Waste and Recycling Fund equal anticipated expenditures for fiscal year 2025/26. 9 2025/26 Variance %2025/26 Adopted Year to Date YTD Actual vs.YTD vs.Proposed 1 Qtr Amended Budget Actual Adopted Bud Budget Amendment Budget MARINE FUND Marine Revenues: Intergovernmental - - - ~- - Charges for Service 4,349,730 464,993 3,884,737 11%- 4,349,730 Judgments, Fines and Forfeits - - - ~- - Miscellaneous Revenue 270,100 103,350 166,750 38%- 270,100 Transfers In 15,000 15,000 - 100%- 15,000 Total Operating Revenues 4,634,830 583,343 4,051,487 13%- 4,634,830 Fund Equity - - - ~- - Total Revenues 4,634,830 583,343 4,051,487 13%- 4,634,830 Marine Expenditures: Marina Operations 4,634,830 850,908 3,783,922 18%- 4,634,830 Total Expenditures 4,634,830 850,908 3,783,922 18%- 4,634,830 Increase/ (Decrease)Amendment Description: Marine Fund Revenues:- Marine Fund Expenditures:- At first quarter, anticipated revenues of the Marine Fund equal anticipated expenditures for fiscal year 2025/26. First quarter revenues of the Marine Fund reflect 13%of total budget. This decrease in revenues is due to reduced occupancy during the ongoing Beach Marina Upgrade project.No amendments are proposed at this time. No amendments are proposed to Marine Fund expenditures at first quarter. For the Three Month Period of October 1, 2025 - December 31, 2025 ENTERPRISE FUNDS FIRST QUARTER REVIEW 10 2025/26 Variance %2025/26 Adopted Year to Date YTD Actual vs.YTD vs.Proposed 1 Qtr Amended Budget Actual Adopted Bud Budget Amendment Budget For the Three Month Period of October 1, 2025 - December 31, 2025 ENTERPRISE FUNDS FIRST QUARTER REVIEW CLEARWATER HARBOR MARINA FUND Clearwater Harbor Marina Revenues: Intergovernmental - - - ~- - Charges for Service 1,145,000 361,059 783,941 32%- 1,145,000 Judgments, Fines and Forfeits 300 - 300 0%- 300 Miscellaneous Revenue 88,500 28,119 60,381 32%- 88,500 Transfers In - - - ~- - Total Operating Revenues 1,233,800 389,178 844,622 32%- 1,233,800 Fund Equity - - - ~- - Total Revenues 1,233,800 389,178 844,622 32%- 1,233,800 Clearwater Harbor Marina Expenditures Clearwater Harbor Marina Operations 1,196,190 414,645 781,545 35%- 1,196,190 Total Expenditures 1,196,190 414,645 781,545 35%- 1,196,190 Increase/ (Decrease)Amendment Description: Clearwater Harbor Marina Fund Revenues:- Clearwater Harbor Marina Fund Expenditures:- No amendments are proposed to Clearwater Harbor Marina Fund revenues at first quarter. No amendments are proposed to Clearwater Harbor Marina Fund expenditures at first quarter. At first quarter, anticipated revenues of the Clearwater Harbor Marina Fund exceed anticipated expenditures by $37,610 for fiscal year 2025/26. 11 2025/26 Variance %2025/26 Adopted Year to Date YTD Actual vs.YTD vs.Proposed 1 Qtr Amended Budget Actual Adopted Bud Budget Amendment Budget For the Three Month Period of October 1, 2025 - December 31, 2025 ENTERPRISE FUNDS FIRST QUARTER REVIEW AIRPARK FUND Airpark Revenues: Intergovernmental - - - ~- - Charges for Service - - - ~- - Miscellaneous Revenue 286,720 75,419 211,301 26%- 286,720 Transfers In - - - ~- - Total Operating Revenues 286,720 75,419 211,301 26%- 286,720 Fund Equity - - - ~- - Total Revenues 286,720 75,419 211,301 26%- 286,720 Airpark Expenditures: Airpark Operations 216,320 134,897 81,423 62%- 216,320 Total Expenditures 216,320 134,897 81,423 62%- 216,320 Increase/ (Decrease)Amendment Description: Airpark Fund Revenues:- Airpark Fund Expenditures:- At first quarter, anticipated revenues of the Airpark Fund exceed anticipated expenditures by $70,400 for fiscal year 2025/26. No amendments are proposed to Airpark Fund revenues at first quarter. First quarter expenditures of the Airpark Fund reflect 62%of total budget due to outstanding purchase orders for the repair of hurricane damages at the airpark.No amendments are proposed at this time. 12 2025/26 Variance %2025/26 Adopted Year to Date YTD Actual vs.YTD vs.Proposed 1 Qtr Amended Budget Actual Adopted Bud Budget Amendment Budget For the Three Month Period of October 1, 2025 - December 31, 2025 ENTERPRISE FUNDS FIRST QUARTER REVIEW PARKING FUND Parking Revenues: Charges for Service 9,363,660 1,974,711 7,388,949 21%- 9,363,660 Judgments, Fines and Forfeits 1,621,520 378,549 1,242,971 23%- 1,621,520 Miscellaneous Revenue 615,000 281,058 333,942 46%- 615,000 Transfers In - - - ~- - Total Operating Revenues 11,600,180 2,634,318 8,965,862 23%- 11,600,180 Fund Equity - - - ~- - Total Revenues 11,600,180 2,634,318 8,965,862 23%- 11,600,180 Parking Expenditures Public Works/Parking System 7,148,089 1,937,241 5,210,848 27%38,712 7,186,801 Public Works/Parking Enforcement 1,785,149 256,158 1,528,991 14%- 1,785,149 Fire Dept/Beach Guards 1,267,117 301,420 965,697 24%- 1,267,117 M&A/Seminole Street Boat Ramp 200,455 69,590 130,865 35%- 200,455 Total Expenditures 10,400,810 2,564,409 7,836,401 25%38,712 10,439,522 Increase/ (Decrease)Amendment Description: Parking Fund Revenues:- Parking Fund Expenditures:38,712 No amendments are proposed to Parking Fund revenues at first quarter. At first quarter,amendments to Parking Fund expenditures reflect an increase of $38,712.00 to payment to agencies providing additional funding for the PSTA Jolley Trolley spring break service agreement,as approved by the Council on February 19, 2026. At first quarter, anticipated revenues of the Parking Fund exceed anticipated expenditures by $1,160,658 for fiscal year 2025/26. 13 2025/26 Variance %2025/26 Adopted Year to Date YTD Actual vs.YTD vs.Proposed 1 Qtr Amended Budget Actual Adopted Bud Budget Amendment Budget GENERAL SERVICES FUND General Services Revenues: Charges for Service 7,969,060 2,000,765 5,968,295 25%- 7,969,060 Miscellaneous Revenues 521,000 142,705 378,295 27%- 521,000 Transfers In - - - ~- - Total Operating Revenues 8,490,060 2,143,470 6,346,590 25%- 8,490,060 Fund Equity - - - ~- - Total Revenues 8,490,060 2,143,470 6,346,590 25%- 8,490,060 General Services Expenditures: Administration 793,880 191,122 602,758 24%- 793,880 Building & Maintenance 7,696,180 1,441,459 6,254,721 19%- 7,696,180 Total Expenditures 8,490,060 1,632,581 6,857,479 19%- 8,490,060 Increase/ (Decrease)Amendment Description: General Services Fund Revenues:- General Services Fund Expenditures:- INTERNAL SERVICE FUNDS FIRST QUARTER REVIEW For the Three Month Period of October 1, 2025 - December 31, 2025 At first quarter, anticipated revenues of the General Services Fund equal anticipated expenditures for fiscal year 2025/26. No amendments are proposed to General Services Fund revenues at first quarter. No amendments are proposed to General Services Fund expenditures at first quarter. 14 2025/26 Variance %2025/26 Adopted Year to Date YTD Actual vs.YTD vs.Proposed 1 Qtr Amended Budget Actual Adopted Bud Budget Amendment Budget INTERNAL SERVICE FUNDS FIRST QUARTER REVIEW For the Three Month Period of October 1, 2025 - December 31, 2025 ADMINISTRATIVE SERVICES FUND Administrative Services Revenues: Charges for Service 19,095,470 4,769,951 14,325,519 25%- 19,095,470 Miscellaneous Revenues 575,000 153,451 421,549 27%- 575,000 Transfers In - - - ~- - Total Operating Revenues 19,670,470 4,923,402 14,747,068 25%- 19,670,470 Fund Equity - - - ~- - Total Revenues 19,670,470 4,923,402 14,747,068 25%- 19,670,470 Administrative Services Expenditures: Info Tech / Admin 771,260 140,301 630,959 18%- 771,260 Info Tech / Network Ops & User Support 5,552,285 738,106 4,814,179 13%- 5,552,285 Info Tech / Network Security & Architecture 3,214,404 914,193 2,300,211 28%- 3,214,404 Info Tech / Solutions & Programming 802,089 273,868 528,221 34%- 802,089 Info Tech / Telecommunications - - - ~- - Info Tech / Enterprise Systems & Training 4,358,521 1,257,235 3,101,286 29%- 4,358,521 Public Comm / Courier 154,644 22,686 131,958 15%- 154,644 Clearwater Customer Service 4,817,267 1,139,453 3,677,814 24%- 4,817,267 Total Expenditures 19,670,470 4,485,842 15,184,628 23%- 19,670,470 Increase/ (Decrease)Amendment Description: Administrative Services Fund Revenues:- Administrative Services Fund Expenditures:- At first quarter, anticipated revenues of the Administrative Services Fund equal anticipated expenditures for fiscal year 2025/26. No amendments are proposed to Administrative Services Fund revenues at first quarter. No amendments are proposed to Administrative Services Fund expenditures at first quarter. 15 2025/26 Variance %2025/26 Adopted Year to Date YTD Actual vs.YTD vs.Proposed 1 Qtr Amended Budget Actual Adopted Bud Budget Amendment Budget INTERNAL SERVICE FUNDS FIRST QUARTER REVIEW For the Three Month Period of October 1, 2025 - December 31, 2025 GARAGE FUND Garage Fund Revenues Charges for Service 18,316,930 4,321,276 13,995,654 24%- 18,316,930 Miscellaneous Revenues 976,650 237,533 739,117 24%- 976,650 Transfers In - - - ~- - Total Operating Revenues 19,293,580 4,558,809 14,734,771 24%- 19,293,580 Fund Equity - - - ~- - Total Revenues 19,293,580 4,558,809 14,734,771 24%- 19,293,580 Garage Fund Expenditures: Fleet Maintenance 18,741,422 2,362,719 16,378,703 13%- 18,741,422 Radio Communications 552,158 81,819 470,339 15%- 552,158 Total Expenditures 19,293,580 2,444,538 16,849,042 13%- 19,293,580 Increase/ (Decrease)Amendment Description: Garage Fund Revenues:- Garage Fund Expenditures:- At first quarter, anticipated revenues of the Garage Fund equal anticipated expenditures for fiscal year 2025/26. No amendments are proposed to Garage Fund revenues at first quarter. First quarter expenditures of the Garage Fund reflect 13%of total budget due to timing of payments of interfund loans. No amendments are proposed at this time. 16 2025/26 Variance %2025/26 Adopted Year to Date YTD Actual vs.YTD vs.Proposed 1 Qtr Amended Budget Actual Adopted Bud Budget Amendment Budget INTERNAL SERVICE FUNDS FIRST QUARTER REVIEW For the Three Month Period of October 1, 2025 - December 31, 2025 CENTRAL INSURANCE FUND Central Insurance Revenues: Charges for Service 40,709,580 9,371,208 31,338,372 23%- 40,709,580 Miscellaneous Revenues 900,000 890,451 9,549 99%- 900,000 Transfers In - - - ~- - Total Operating Revenues 41,609,580 10,261,660 31,347,920 25%- 41,609,580 Fund Equity - - - ~- - Total Revenues 41,609,580 10,261,660 31,347,920 25%- 41,609,580 Central Insurance Expenditures: Finance / Risk Management 510,264 97,807 412,457 19%- 510,264 HR / Employee Benefits 516,281 105,170 411,111 20%- 516,281 HR / Employee Health Clinic 1,837,030 281,087 1,555,943 15%- 1,837,030 Non-Departmental 38,746,005 8,049,809 30,696,196 21%- 38,746,005 Total Expenditures 41,609,580 8,533,873 33,075,707 21%- 41,609,580 Increase/ (Decrease)Amendment Description: Central Insurance Fund Revenues:- Central Insurance Fund Expenditures:- No amendments are proposed to Central Insurance Fund revenues at first quarter. No amendments are proposed to Central Insurance Fund expenditures at first quarter. At first quarter, anticipated revenues of the Central Insurance Fund equal anticipated expenditures for fiscal year 2025/26. 17 CAPITAL IMPROVEMENT PROGRAM First Quarter Summary FY 2025/26 18 The amended 2025/26 Capital Improvement Program budget report is submitted for the City Council's first quarter review. The proposed amendment is a net budget increase in the amount of $26,120,786. This review provides the opportunity to examine the status of all active projects and present formal amendments to the project budgets. Fiscally significant budget increases encompassed within this review are as follows: The following are significant amendments to capital projects that are presented for the first time, not previously approved by the City Council:  Greenprint Implementation – a budget increase of $36,417 in elective pay rebates.  Police CAD Replacement – a budget increase of $246,320 in other governmental revenue.  Line Relocation – Pasco Maintenance – a budget increase of $47,201 in property owners share revenue.  Pinellas New Mains/Service Lines – a budget increase of $138,241 in property owners share revenue.  Facilities Upgrade & Improvements – a budget decrease of $56,000 in governmental revenue.  Pump Station Replacement – a budget increase of $321,672 in grant revenue awarded from the State of Florida.  Reclaimed Water Distribution – a budget increase of $164,200 in reimbursement revenue received.  Arts & Cultural Affairs Fund – a budget increase of $405,700 transferred from projects for the 1% art funding.  South Basin Attenuator – a budget increase of $86,518 in FEMA reimbursements received. Significant budget increases that have been previously approved by the City Council are listed below: Project Council Budget Increase Approval  Solar NGW Recreation & Countryside Library $949,500 11/6/25  Sanitary Sewer Extension $3,366,540 10/15/25  Sanitary Sewer R&R $19,300,000 09/18/25  Aviation Operation Center $1,100,000 01/15/26 Increase/ Amdmt Project (Decrease)Transfer Net Budget #Number Amount Amount Description Amendment Greenprint Implementation 1 C2106 36,417 (150,000) To record an increase of $36,417.17 representing elective pay rebates received,and transfer of $150,000.00 of elective pay rebate revenue to project C2602,Solar NGW Recreation &Countryside Library,as approved by council on November 6, 2025.(113,583) Solar North Greenwood Recreation & Countryside Library - NEW PROJECT 2 C2602 949,500 150,000 To establish the project and record a transfer of $150,000.00 in elective pay rebate revenue from project C2106,Greenprint Implementation,and a budget increase of $949,500.00 in grant revenue from the US Department of Energy as approved by council on November 6, 2025.1,099,500 Police CAD Replacement 3 C2201 246,320 To record a budget increase of $246,320.40 in other governmental revenue to bring the budget in line with actual receipts received.246,320 Police Equipment Replacement 4 P1802 8,250 To record a budget increase of $8,250.00 in surplus machinery &equipment revenue to bring the budget in line with actual receipts received.8,250 Line Relocation-Pinellas Maintenance 5 96365 14,894 To record a budget increase of $14,894.06 in property owners share revenue to bring the budget in line with revenues received.14,894 Line Relocation - Pasco Maintenance 6 96376 47,201 To record a budget increase of $47,201.02 in property owners share revenue to bring the budget in line with revenues received.47,201 Pinellas New Mains/Service Lines 7 96377 138,241 To record a budget increase of $138,241.03 in property owners share revenue to bring the budget in line with revenues received.138,241 CAPITAL IMPROVEMENT PROGRAM First Quarter Amendments FY 2025/26 19 Increase/ Amdmt Project (Decrease)Transfer Net Budget #Number Amount Amount Description Amendment CAPITAL IMPROVEMENT PROGRAM First Quarter Amendments FY 2025/26 Rebuild Solid Waste Administrative Complex 8 C2302 (360,155) To record a budget transfer of $400,000.00 in solid waste revenue to project C2603,Routeware Implementation,as approved by council on February 5, 2026. To record a budget transfer of $39,845.32 in solid waste revenue from project SRTS180001,Solid Waste Transfer Sation Rebuild.(360,155) Routeware Implementation - NEW PROJECT 9 C2603 400,000 To establish the project and record a budget transfer of $400,000.00 in solid waste revenue from project C2302, Rebuild Solid Waste Administrative Complex,as approved by council on February 5, 2026.400,000 Solid Waste Transfer Station Rebuild - CLOSE PROJECT 10 SRTS180001 (39,845) To record a budget transfer of 39,845.32 in solid waste revenue to project C2302,Rebuild Solid Waste Administrative Complex. This will close the project.(39,845) Sanitary Sewer Upgrades/Improvements 11 96212 1,350,000 To record a budget transfer of $750,000.00 sewer revenue from project 96630,Sanitary Sewer Extension,as approved by council on October 15, 2025. To record a budget transfer of $600,000.00 in water revenue from project 96786,Device/Equipment -Water System.1,350,000 Marshall Street Upgrades/Improvements 12 96213 (2,350,000) To record a budget transfer of $2,350,000.00 in sewer revenue to new project M2606,Senate Bill 64 Surface Water Distribution Charges.(2,350,000) East Plant Upgrades/Improvements 13 96214 (2,500,000) To record a budget transfer of $2,350,000.00 in sewer revenue to new project M2606,Senate Bill 64 Surface Water Distribution Charges. To record a budget transfer of $150,000.00 in utility R&R revenue to project M1906,Northeast Plant R&R,as approved by council on November 6, 2025.(2,500,000) Northeast Plant Upgrades/Improvements 14 96215 (2,350,000) To record a budget transfer of $2,350,000.00 in sewer revenue to new project M2606, Senate Bill 64 Plan.(2,350,000) Pump Station R&R 15 96217 (1,000,000) To record a budget transfer of $1,000,000.00 in water revenue to project 96686,Pump Station Replacement,as approved by council on February 5, 2026.(1,000,000) 20 Increase/ Amdmt Project (Decrease)Transfer Net Budget #Number Amount Amount Description Amendment CAPITAL IMPROVEMENT PROGRAM First Quarter Amendments FY 2025/26 Public Utilities Administrative Building R&R - CLOSE PROJECT 16 96523 (120,009) To record a budget transfer of $120,009.26 in utility R&R revenue to new project M2603 Water,RCW,and Well Repair and Improvements.(120,009) Sanitary Sewer Extensions 17 96630 3,366,540 (750,000) To record a budget transfer of $750,000.00 in sewer revenue to project 9612,Sanitary Sewer Upgrades/ Improvements,and to record a budget increase of $3,366,540.00 in reimbursement grant funding from FDEP for the Harbor Vista &Meadow Brook Septic to Sewer Expansion as approved by council on October 15, 2025.2,616,540 Sanitary Sewer Relocation 18 96634 (500,000) To record a budget transfer of $500,000.00 in utility R&R revenue to project 96665, Sanitary Sewer R&R.(500,000) Laboratory Upgrade R&R - CLOSE PROJECT 19 96645 (20,000) To record a budget transfer of $20,000.00 in utility R&R revenue to project 96665, Sanitary Sewer R&R.(20,000) Facilities Upgrade & Improvements 20 96654 (56,000) (11,950,000) To record a budget transfer of $11,950,000.00 in sewer revenue to new project M2606,Senate Bill 64 Surface Water Distribution Charges,and to record a budget decrease of $55,999.53 in other governmental units revenue for PBC (Performance Based Contract)NE Methane Capture due to shift in priorities.(12,006,000) Water Pollution Control R&R 21 96664 (11,500,000) To record a net decrease of $11,500,000.00 representing the following transfers;1)$10,500,000.00 in sewer revenue to new project M2605,Water Reclamation Facility Maintenance &Repair Program;2)$800,000.00 in utility R&R revenue to project M1905,Marshall Street Plant R&R; and 3)$200,000.00 in utility R&R revenue to project M1906, Northeast Plant R&R.(11,500,000) 21 Increase/ Amdmt Project (Decrease)Transfer Net Budget #Number Amount Amount Description Amendment CAPITAL IMPROVEMENT PROGRAM First Quarter Amendments FY 2025/26 Sanitary Sewer R&R 22 96665 19,300,000 8,520,000 To record the following amendments which net a budget increase of $27,820,000:1)an increase of $19,300,000 from Water &Sewer Fund reserves as approved by council on September 18,2025 (representing $5,100,000 in utility R&R revenue and $14,200,000 in sewer revenue);2)a transfer of $3,000,000.00 in water revenue from project C2214,Public Works Complex;and 3)transfers-in of utility R&R revenue of $500,000.00 from project 96634,Sanitary Sewer Relocation;$1,500,000.00 from project M1909,RO Plant at Res #2 R&R;$1,500,000.00 from project 96783, Water System Upgrades/Improvements;$1,000,000.00 from project 96784,Reclaimed Water Distribution System R&R;$20,000.00 from project 96645,Laboratory Upgrade R&R;and $1,000,000.00 from project C2408,Osceola Streetscape/ Utility Replacement.27,820,000 Pump Station Replacement 23 96686 321,672 (4,000,000) To record a transfer of $1,000,000.00 in water revenue from project 96217,Pump Station R&R as approved by council on February 5th,2026;a transfer of $5,000,000.00 in sewer revenue to new project M2604,Lift Station Point Repairs &Improvements;and to record a budget increase of $321,672.00 to recognize an approved grant for mobile generators from the State of Florida.(3,678,328) Water System Upgrades/Improvements 24 96783 (1,500,000) To record a budget transfer of $1,500,000.00 in utility R&R revenue to project 96665, Sanitary Sewer R&R.(1,500,000) Reclaimed Water Distribution System R&R 25 96784 164,200 (1,000,000) To record a transfer of $1,000,000.00 in utility R&R revenue to project 96665,Sanitary Sewer R&R,and to record a budget increase of $164,199.67 in reimbursement revenue from utility relocation to bring the budget in line with actual revenues received.(835,800) Feasibility Studies/Evaluations - Water System - CLOSE PROJECT 26 96785 (3,050,205) To record a budget transfer of $3,050,204.59 in utility R&R revenue to new project M2603 Water,RCW,and Well Repair and Improvements. This will close the project.(3,050,205) Devices/Equipment - Water - CLOSE PROJECT 27 96786 (600,000) To record a budget transfer of $600,000.00 in water revenue to project 96212,Sanitary Sewer Upgrades/ Improvements. This will close the project.(600,000) 22 Increase/ Amdmt Project (Decrease)Transfer Net Budget #Number Amount Amount Description Amendment CAPITAL IMPROVEMENT PROGRAM First Quarter Amendments FY 2025/26 Marshall Street Plant R&R 28 M1905 (9,668) 800,000 To record a budget transfer of $800,000.00 in utility R&R revenue from project 96664,Water Pollution Control R&R, and to record a budget only decrease of $9,667.87 from an insurance settlement received which is being tracked instead in storm recovery codes.790,332 Northeast Plant R&R 29 M1906 350,000 To record a budget transfer of $150,000.00 in utility R&R revenue from project 96214,East Plant Upgrades/ Improvements,as approved by council on November 6, 2025;and to record a budget transfer of $200,000.00 in utility R&R revenue from project 96664,Water Pollution Control R&R.350,000 RO Plant at Res #2 R&R 30 M1909 (1,500,000) To record a budget transfer of $1,500,000.00 in utility R&R revenue to project 96665, Sanitary Sewer R&R.(1,500,000) Utilities Building & Maintenance 31 M2103 (600,000) To record a budget transfer of $600,00.00 in water revenue to new project M2605,Water Reclamation Facility Maintenance & Repair Program.(600,000) Water RCW &Well Repair & Improvements - NEW PROJECT 32 M2603 9,170,214 To establish the project and record a budget increase of $9,170,213.85 recognizing the following transfers of utility R&R revenue:1)$3,050,204.59 from project 96785, Feasibility Studies/Evaluations -Water System;2) $120,009.26 from project 96523 Public Utilities Administrative Building R&R;and 3)$6,000,000.00 from project C2407, Nash Street.9,170,214 Lift Station Point Repairs & Improvements - NEW PROJECT 33 M2604 5,000,000 To establish the project and record a budget transfer of $5,000,000.00 in sewer revenue from project 96686,Pump Station R&R.5,000,000 Water Reclamation Facility Maintenance & Repair Program - NEW PROJECT 34 M2605 11,100,000 To establish the project and record a budget transfer of $10,500,000.00 in sewer revenue from project 96664, Water Pollution Control R&R,and $600,000.00 in water revenue from project M2103,Utilities Building & Maintenance.11,100,000 23 Increase/ Amdmt Project (Decrease)Transfer Net Budget #Number Amount Amount Description Amendment CAPITAL IMPROVEMENT PROGRAM First Quarter Amendments FY 2025/26 Senate Bill 64 Surface Water Distribution Charges. - NEW PROJECT 35 M2606 19,000,000 To establish the project and record a budget increase of $19,000,000.00 in sewer revenue transferred from the following projects:1)$2,350,000.00 from project 96213, Marshall Street Upgrades/Improvements;2)$2,350,00.00 from project 96214,East Plant Upgrades/Improvements;3) $2,350,000.00 from project 96215,Northeast Plant Upgrades/Improvements;and 4)$11,950,000.00 from project 96654, Facilities Upgrade & Improvements.19,000,000 Stormwater System Expansion 36 ENST180003 50,000 To record a budget transfer of $50,00.00 in stormwater revenue from project ENST180010,Lower Spring Branch Improvements as approved by council on October 15, 2025.50,000 Lower Spring Branch Improvements 37 ENST180010 (50,000) To record a budget transfer of $50,00.00 in stormwater revenue to project ENST180003,Stormwater System Expansion as approved by council on October 15, 2025.(50,000) Public Works Complex 38 C2214 (3,000,000) To record a budget transfer of $3,000,000.00 in water revenue to project 96665, Sanitary Sewer R&R.(3,000,000) Nash Street 39 C2407 (6,000,000) To record a budget transfer of $6,000,000.00 in utility R&R Revenue to new project M2603,Water,RCW,and Well Repair and Improvements.(6,000,000) Osceola Streetscape/Utility Replacement 40 C2408 (1,000,000) To record a budget transfer of $1,000,000.00 in utility R&R revenue to project 96665, Sanitary Sewer R&R.(1,000,000) Aviation Operation Center 41 G2307 1,100,000 To record a budget increase of $880,000.00 from FDOT grant revenue and $220,000.00 in reimbursement revenue from FlyUSA as approved by council on January 15, 2026.1,100,000 Parks & Beautification R&R 42 M2206 1,000 To record a budget increase of $1,000.00 in donation revenue to bring the budget in line with actual revenues received.1,000 24 Increase/ Amdmt Project (Decrease)Transfer Net Budget #Number Amount Amount Description Amendment CAPITAL IMPROVEMENT PROGRAM First Quarter Amendments FY 2025/26 Arts and Cultural Affairs Fund 43 A2501 405,700 To record a budget increase of $405,700.00 representing 1%art funding from capital project transfers:$200,000.00 from ENGF220001,New City Hall,$13,570.00 from G2218, ARPA State Street Park Improvements,and $192,130.00 from ENPK230001, Downtown Parking Garage.405,700 South Basin Attenuator 44 C2409 86,518 To record a budget increase of $86,517.67 in FEMA reimbursements to bring the budget in line with actual revenue received.86,518 E.C. Moore Renovations 45 C2510 740,000 To record a budget transfer of $740,000.00 in general fund revenue from project M2207,Athletic Field R&R as approved by council on January 15, 2026.740,000 Athletic Field R&R 46 M2207 (740,000) To record a budget transfer of $740,000.00 in general fund revenue to project C2510,E.C.Moore Renovations as approved by council on January 15, 2026.(740,000) 26,120,786 0 26,120,786 New City Hall ENGF220001 200,000 To record a transfer of $200,000.00 from the General Fund revenue to project A2501,Arts and Cultural Affairs Fund, representing the required 1% art funding. ARPA State Street Park Improvements G2218 13,570 To record a transfer of $13,570.00 from General Fund revenue to project A2501,Arts and Cultural Affairs Fund, representing the required 1% art funding. Downtown Parking Garage ENPK230001 192,130 To record a transfer of $192,130.00 from the capital fund revenue to project A2501,Arts and Cultural Affairs Fund, representing the required 1% art funding. TOTAL INTERFUND TRANSFERS:405,700 TOTAL INTERFUND TRANSFERS 25 CAPITAL IMPROVEMENT PROGRAM PROGRAM & STATUS SUMMARY FIRST QUARTER: OCTOBER 1, 2025 - DECEMBER 31, 2025 Budget Revised Project Open Available Amend Description 10/1/25 Amdmts Budget To Date Encumbrance Balance Status Ref Other General Government 94233 Motorized Equip-Cash 3,117,101 - 3,117,101 2,986,645 11,690 118,766 94246 Fleet Management & Mapping 710,000 - 710,000 615,964 - 94,036 94729 City-wide Connectivity 6,892,224 - 6,892,224 5,280,153 108,222 1,503,850 94736 Geographic Information Sys 1,585,997 - 1,585,997 974,455 - 611,542 94828 Financial Systems Upgrades 4,358,165 - 4,358,165 2,912,335 - 1,445,830 94829 CIS Upgrades / Replacement 1,632,376 - 1,632,376 1,311,462 134,413 186,501 94850 Backfile Conversion of Records 500,000 - 500,000 201,443 - 298,557 94857 Accela Permit & Code Enforce 1,000,000 - 1,000,000 461,612 5,115 533,273 94873 City-wide Camera System 974,000 - 974,000 502,239 - 471,761 94874 City Enterprise Timekeep Sys 478,000 - 478,000 202,802 - 275,198 94880 Granicus Agenda Mgt Sys 460,000 - 460,000 41,136 - 418,864 94883 Business Proc Review & Improve 1,500,735 - 1,500,735 761,133 33,136 706,466 C2004 Lift Stations - General Gov 2,400,000 - 2,400,000 184,797 - 2,215,203 C2006 ADA Transition Plan 1,800,000 - 1,800,000 383,657 - 1,416,343 C2007 Citywide Audio/Visual Solutions 640,053 - 640,053 132,922 23,568 483,563 C2101 North Ward Preservation 291,705 - 291,705 291,745 - (41) C2106 Greenprint Implementation 1,057,869 (113,583) 944,286 802,728 45,087 96,470 1 C2305 Fuel Site Replacement 1,000,000 - 1,000,000 941,220 - 58,780 C2503 North Ward Renovations 200,000 - 200,000 - - 200,000 C2602 Solar NGW Rec & Countryside Lib - 1,099,500 1,099,500 - 1,093,514 5,986 2 G2211 ARPA Fiber Upgrades 3,500,000 - 3,500,000 1,299,256 2,920,723 (719,979) G2214 ARPA Solar Panels 2,225,338 - 2,225,338 2,132,790 92,638 (90) ENGF220001 New City Hall 34,726,300 - 34,726,300 19,583,524 15,246,766 (103,990) ENGF230001 MSB Renovations 14,000,000 - 14,000,000 9,806,927 3,901,397 291,675 ENGF240001 Harborview Site Foundation 535,000 - 535,000 - - 535,000 315-C2412 Enterprise Asset Management 1,000,000 - 1,000,000 - - 1,000,000 C2414 General Services Roof Replace 2,510,000 - 2,510,000 2,505,725 - 4,275 C2508 Motorola Conversion 1,303,880 - 1,303,880 1,194,795 178,129 (69,044) GSBM180001 Air Cond Replace-City Wide 3,548,444 - 3,548,444 1,927,878 63,299 1,557,267 GSBM180002 Flooring for Facilities 2,377,837 - 2,377,837 2,064,115 167,081 146,641 GSBM180003 Roof Repair and Replacement 5,844,213 - 5,844,213 4,196,416 1,344,906 302,891 GSBM180004 Painting of Facilities 1,567,923 - 1,567,923 933,592 79,989 554,342 GSBM180005 Fencing of Facilities 193,170 - 193,170 134,123 22,880 36,166 GSBM180006 Light Replacement & Repair 1,148,197 - 1,148,197 891,168 - 257,029 GSBM180007 Elevator Refurbish/Modern 1,110,576 - 1,110,576 69,918 8,400 1,032,258 GSBM180008 Building Systems 3,468,377 - 3,468,377 1,606,800 89,357 1,772,221 GSBM180009 New A/C Chiller System 6,300,000 - 6,300,000 3,091,081 19,235 3,189,684 GSBM180010 General Services R&R 950,000 - 950,000 641,603 - 308,397 GSBM180011 Generator Maintenance 1,340,000 - 1,340,000 163,325 - 1,176,675 GSBM180012 General Fac Bldg Major Reno 6,285,242 6,285,242 3,085,498 383,872 2,815,872 GSFL180001 Fleet Facility R&R 1,069,520 - 1,069,520 826,820 - 242,700 L1907/M1911 IT Disaster Recovery 1,256,572 - 1,256,572 439,031 17,643 799,898 L1908/M1912 Network Infra & Server R&R 4,686,815 - 4,686,815 4,212,950 5,200 468,665 L1910 Motorized Equip Replace-LP 69,544,261 - 69,544,261 39,002,158 12,753,157 17,788,946 L1911 Garage Off Cycle Replacements 653,800 - 653,800 604,158 - 49,642 L2001/M2010 P25 Radio Equipment & Infrast 4,607,104 - 4,607,104 3,289,320 - 1,317,785 L2301 Motorized Equip Purchases-LP 11,732,735 - 11,732,735 5,623,314 1,138,359 4,971,062 M2201 Studio/Production Equip 141,344 - 141,344 - - 141,344 M2211 Neighborhood Reinvest Fund 200,000 - 200,000 20,000 - 180,000 Sub-Total 218,424,871 985,917 219,410,789 128,334,734 39,887,775 51,188,280 Actual Expenditures 26 CAPITAL IMPROVEMENT PROGRAM PROGRAM & STATUS SUMMARY FIRST QUARTER: OCTOBER 1, 2025 - DECEMBER 31, 2025 Budget Revised Project Open Available Amend Description 10/1/25 Amdmts Budget To Date Encumbrance Balance Status Ref Actual Expenditures Police Protection 94238 Police Vehicles 3,370,290 - 3,370,290 3,072,932 51,399 245,959 C2201 Police CAD Replacement 1,136,153 246,320 1,382,474 948,502 - 433,971 3 C2206 PD Equipment Facility 750,000 - 750,000 - - 750,000 C2601 PD K9 Facility 1,000,000 - 1,000,000 - - 1,000,000 M2501 PD Police Training Range R&R 150,000 - 150,000 - - 150,000 P1802 Police Equipment Replacement 1,619,325 8,250 1,627,575 1,117,770 - 509,806 4 P1902 Police Information Systems 585,000 - 585,000 426,147 - 158,853 PD00180001 Police District 3 Station 13,050,000 - 13,050,000 12,990,762 5,000 54,238 Sub-Total 21,660,769 254,570 21,915,339 18,556,112 56,399 3,302,828 Fire Protection and Rescue Services 91218 Fire Engine Replacement 6,383,272 - 6,383,272 4,979,388 3,401,578 (1,997,693) C2207 FD Equipment Facility 750,000 - 750,000 53,259 - 696,741 C2410 Fire Squad Replacement - - - - 1,714,452 (1,714,452) C2507 Fire Boat Replacement 490,000 - 490,000 - 480,969 9,031 C2509 FD Aerial Tiller Replacement - - - - 2,129,542 (2,129,542) FD00190001 Fire Station 46 - Beach 9,958,525 - 9,958,525 9,889,939 - 68,586 FD00190002 Fire Station 47 Replacement 10,383,525 - 10,383,525 10,279,808 72,353 31,364 M2005 Fire Training Tower 500,286 - 500,286 418,631 - 81,655 M2506 Fire Station Alerting System 240,000 - 240,000 - - 240,000 M2507 Fire Equipment Replacement 1,380,056 - 1,380,056 344,867 - 1,035,189 91236 Rescue Vehicle 1,175,506 - 1,175,506 545,997 1,056,882 (427,373) 91257 AED Program 414,030 - 414,030 279,236 - 134,794 L2601 Replace & Uograde Airpacks 2,200,000 - 2,200,000 - 2,122,203 77,797 ENGF190002 Beach Guard Tower 475,239 - 475,239 390,595 - 84,643 ENGF200002 Beach Guard Admin Building 330,000 - 330,000 89,488 - 240,512 Sub-Total 34,680,439 - 34,680,439 27,271,208 10,977,979 (3,568,748) Gas Utility Services 96358 Environmental Remediation 2,134,794 - 2,134,794 2,007,243 29,419 98,132 96365 Line Relocation-Pinellas Maint 911,569 14,894 926,463 610,005 - 316,458 5 96367 Gas Meter Change Out-Pinellas 5,463,000 - 5,463,000 5,018,952 - 444,048 96374 Line Relocation-Pinellas Capital 4,233,500 - 4,233,500 3,098,370 - 1,135,130 96376 Line Relocation - Pasco Maint 483,356 47,201 530,557 184,556 - 346,001 6 96377 Pinellas New Mains/Serv Lines 56,522,082 138,241 56,660,323 44,527,900 87,043 12,045,381 7 96378 Pasco New Mains/Serv Lines 37,070,305 - 37,070,305 29,241,860 13,971 7,814,474 96379 Pasco Gas Meter Change Out 2,192,821 - 2,192,821 1,357,998 - 834,823 96381 Line Reloc-Pasco-Capitalized 2,747,300 - 2,747,300 1,305,167 - 1,442,133 96384 Gas System - Pinellas Building 28,857,855 - 28,857,855 28,161,882 108,138 587,835 96385 Gas Main Extensions 1,807,845 - 1,807,845 1,622,468 - 185,377 96386 Expanded Energy Conservation 18,223,589 - 18,223,589 13,397,097 - 4,826,491 96387 Natural Gas Vehicle 7,584,584 - 7,584,584 6,675,002 - 909,582 96389 Future IMS Software & Hardware 1,550,000 - 1,550,000 361,793 - 1,188,207 96391 Gas System Pasco Building 1,200,000 - 1,200,000 3,892 - 1,196,108 C2301 Pasco Gate Station 1,500,000 - 1,500,000 10,872 - 1,489,128 323-C2412 Enterprise Asset Management 2,385,732 - 2,385,732 - - 2,385,732 M1904 Pinellas Building Equip R&R 2,100,000 - 2,100,000 - - 2,100,000 M2402 Gas - Capital Equipment 1,050,000 - 1,050,000 742,321 66,248 241,431 Sub-Total 178,018,331 200,336 178,218,667 138,327,378 304,818 39,586,471 27 CAPITAL IMPROVEMENT PROGRAM PROGRAM & STATUS SUMMARY FIRST QUARTER: OCTOBER 1, 2025 - DECEMBER 31, 2025 Budget Revised Project Open Available Amend Description 10/1/25 Amdmts Budget To Date Encumbrance Balance Status Ref Actual Expenditures Solid Waste Control Services C2005 Underground Refuse Program 1,930,862 - 1,930,862 1,312,949 144,758 473,155 C2302 Rebuild SW Adm Comp 14,980,526 (360,155) 14,620,371 16,499 - 14,603,872 8 C2411 Solid Waste Truck Wash Facility 6,536,797 - 6,536,797 230,558 291,892 6,014,346 C2603 Routeware Implementation - 400,000 400,000 - - 400,000 9 M2301 SW Facility R&R 1,330,000 - 1,330,000 744,227 141,120 444,653 SRTS180001 SW Transfer Station Rebuild 19,113,333 (39,845) 19,073,488 19,073,488 - - C 10 Sub-Total 43,891,517 - 43,891,517 21,377,720 577,770 21,936,027 Water-Sewer Combination Services 96212 Sanitary Sewer Upgrades/Impr 20,878,170 1,350,000 22,228,170 9,606,354 11,069,737 1,552,078 11 96213 Marshall Street Upgrades/Impr 20,535,187 (2,350,000) 18,185,187 14,802,396 592,340 2,790,451 12 96214 East Plant Upgrades/Improve 8,850,000 (2,500,000) 6,350,000 4,037,051 369,918 1,943,031 13 96215 N.E. Plant Upgrades/Improve 32,024,945 (2,350,000) 29,674,945 22,358,894 4,520,426 2,795,625 14 96216 Laboratory Upgrade/Improve 255,079 - 255,079 69,670 - 185,410 96217 Pump Station R&R 2,350,192 (1,000,000) 1,350,192 1,297,984 - 52,208 15 96523 Pub Utilities Adm Bldg R&R 556,703 (120,009) 436,694 436,694 - - C 16 96630 Sanitary Sewer Extension 14,394,688 2,616,540 17,011,228 12,615,157 - 4,396,071 17 96634 Sanitary Sewer Relocation 4,733,640 (500,000) 4,233,640 3,708,338 66,181 459,122 18 96645 Laboratory Upgrade & R&R 1,146,761 (20,000) 1,126,761 1,126,761 - - C 19 96654 Facilities Upgrade & Improve 23,488,416 (12,006,000) 11,482,417 10,722,668 - 759,748 20 96664 Water Pollution Control R&R 38,370,314 (11,500,000) 26,870,314 22,620,361 2,137,538 2,112,415 21 96665 Sanitary Sewer R&R 102,319,127 27,820,000 130,139,127 94,354,626 31,324,987 4,459,514 22 96686 Pump Station Replacement 25,578,322 (3,678,328) 21,899,994 16,922,090 3,023,178 1,954,726 23 96721 System R & R - Maintenance 32,928,793 - 32,928,793 22,556,463 2,806,146 7,566,184 96722 Line Relocation - Maintenance 5,456,588 - 5,456,588 3,767,703 66,181 1,622,704 96739 Reclaimed Water Dist Sys 55,039,107 - 55,039,107 52,612,497 1,697,896 728,713 96742 Line Relocation-Capitalized 19,413,095 - 19,413,095 13,853,896 5,490,441 68,757 96744 System Expansion 4,751,843 - 4,751,843 3,960,802 - 791,042 96764 RO Plant Exp Res #1 15,727,067 - 15,727,067 13,337,878 409,537 1,979,651 96767 RO Plant at Res #2 45,472,249 - 45,472,249 42,405,204 279,326 2,787,719 96767 Groundwater Replenish Fac 5,929,570 - 5,929,570 5,917,653 - 11,917 96782 RO Plant @WTP #3 3,737,644 - 3,737,644 1,827,536 - 1,910,108 96783 Water Sys Upgrades/Improve 9,223,925 (1,500,000) 7,723,925 5,015,351 1,359,278 1,349,296 24 96784 Reclaim Water Distrib Sys R&R 8,517,050 (835,800) 7,681,249 3,349,707 1,779,171 2,552,371 25 96785 Feasibility Studies/Evalu - Wtr 5,501,010 (3,050,205) 2,450,805 2,450,805 - - C 26 96786 Devices/Equipment - Water 600,000 (600,000) - - - - C 27 321-C2412 Enterprise Asset Management 1,987,209 - 1,987,209 1,197,229 - 789,980 G2206 Portable Generators 771,000 - 771,000 212,380 - 558,620 M1905 Marshall Street Plant R&R 1,669,668 790,332 2,460,000 1,339,504 180,066 940,430 28 M1906 Northeast Plant R&R 7,187,060 350,000 7,537,060 1,084,570 6,244,425 208,065 29 M1907 East Plant R&R 4,082,637 - 4,082,637 3,346,052 663,224 73,361 M1908 RO Plant Exp Res #1 R&R 2,150,000 - 2,150,000 134,437 1,155,957 859,606 M1909 RO Plant at Res #2 R&R 2,700,000 (1,500,000) 1,200,000 431,405 - 768,595 30 M1910 Water Treatment Plant #3 R&R 898,851 - 898,851 152,278 - 746,573 M2103 Utilities Bldg & Maint 2,714,350 (600,000) 2,114,350 746,817 97,004 1,270,530 31 M2603 Water RCW &Well Repair & Imprv.- 9,170,214 9,170,214 - - 9,170,214 32 M2604 Lift Station Point Repairs & Imprv.- 5,000,000 5,000,000 - - 5,000,000 33 M2605 WRF Maintenance & Repair Program - 11,100,000 11,100,000 - - 11,100,000 34 M2606 Senate Bill 64 Surf Water Dist Chgs - 19,000,000 19,000,000 - - 19,000,000 35 Sub-Total 531,940,259 33,086,744 546,027,003 394,379,209 75,332,957 76,314,837 28 CAPITAL IMPROVEMENT PROGRAM PROGRAM & STATUS SUMMARY FIRST QUARTER: OCTOBER 1, 2025 - DECEMBER 31, 2025 Budget Revised Project Open Available Amend Description 10/1/25 Amdmts Budget To Date Encumbrance Balance Status Ref Actual Expenditures Flood Protection/SW Management C1908 Stormwater Vehicles & Equip 8,564,092 - 8,564,092 8,564,092 - - C 319-C2412 Enterprise Asset Management 800,000 - 800,000 - - 800,000 ENST180001 Stormwater Pipe System Improve 27,123,916 - 27,123,916 9,292,430 7,362,585 10,468,901 ENST180002 Allen's Creek 5,294,982 - 5,294,982 2,858,045 4,260 2,432,677 ENST180003 Stormwater System Expansion 754,932 50,000 804,932 788,512 - 16,420 36 ENST180004 Stevenson Creek 6,286,276 - 6,286,276 629,723 4,260 5,652,293 ENST180005 Coastal Basin 5,297,586 - 5,297,586 3,021,203 101,745 2,174,638 ENST180006 Alligator Creek Watershed 2,971,197 - 2,971,197 881,003 73,150 2,017,045 ENST180010 Lower Spring Branch Improve 6,109,000 (50,000) 6,059,000 490,745 228,151 5,340,104 37 ENST240001 North Beach Pump Station 12,851,080 - 12,851,080 163,845 1,240,311 11,446,925 Sub-Total 76,053,061 - 76,053,061 26,689,596 9,014,462 40,349,003 Other Physical Environment 93422 Dredging of City Waterways 1,646,204 - 1,646,204 483,487 - 1,162,717 C2214 Public Works Complex 15,366,468 (3,000,000) 12,366,468 - - 12,366,468 38 ENGF180006 City-wide Docks and Seawall 4,286,739 - 4,286,739 2,314,490 246,175 1,726,075 ENGF180011 Environment Assmt & Clean 1,349,664 - 1,349,664 181,010 1,297 1,167,357 ENGF180014 Seminole Boat Launch Improve 6,752,000 - 6,752,000 4,551,593 522,751 1,677,657 M2002 Environ Prk Remediate & Protect 1,350,000 - 1,350,000 455,611 6,500 887,889 M2006 Right of Way Tree Mgt Prog 1,700,000 - 1,700,000 857,421 - 842,579 M2210 CW Municipal Cemetery Reno 770,000 - 770,000 354,783 209,020 206,197 Sub-Total 33,221,075 (3,000,000) 30,221,075 9,198,396 985,742 20,036,938 Road and Street Facilities C2102 Fort Harrison Reconstruction 27,740,926 - 27,740,926 2,993,778 5,964,570 18,782,578 C2407 Nash Street 14,414,016 (6,000,000) 8,414,016 92,184 192,392 8,129,440 39 C2408 Osceola Streetscape/Util Rplace 14,211,172 (1,000,000) 13,211,172 1,394,229 921,773 10,895,170 40 C2506 Drew Street 3,000,000 - 3,000,000 - - 3,000,000 ENRD180002 Bridge Maintenance & Improve 13,486,747 - 13,486,747 4,701,726 80,908 8,704,114 ENRD180004 Streets and Sidewalks 40,993,994 - 40,993,994 26,920,309 2,773,668 11,300,018 ENRD180005 City-Wide Intersection Improve 4,222,907 - 4,222,907 1,560,365 6,931 2,655,610 ENRD180006 Traffic Signals 3,320,280 - 3,320,280 1,575,560 403 1,744,317 ENRD180007 Traffic Safety Infrastructure 2,769,119 - 2,769,119 1,305,336 177,582 1,286,201 ENRD240001 ATMS Infrastructure Upgrades 600,000 - 600,000 460,946 18,027 121,027 ENRD250001 Quiet Zone Compliance 1,500,000 - 1,500,000 - - 1,500,000 Sub-Total 126,259,161 (7,000,000) 119,259,161 41,004,433 10,136,254 68,118,475 Airports 94817 Airpark Maint & Repair 533,445 - 533,445 436,258 - 97,187 G1901 Replace Hangar C 1,305,000 - 1,305,000 1,264,714 - 40,286 G2108 Security System Upgrade 228,000 - 228,000 135,286 - 92,714 G2306 Apron Relayment 2,472,235 - 2,472,235 219,054 97,260 2,155,921 G2307 Aviation Operation Center 7,550,000 1,100,000 8,650,000 360,296 116,099 8,173,605 41 G2401 Airpark Hangars - New 4,779,300 - 4,779,300 3,403 - 4,775,897 G2409 Airpark Property Survey 100,000 - 100,000 97,810 - 2,190 G2508 Airpark Beacon 110,000 - 110,000 46,483 49,449 14,069 G2509 Airpark Emergency Generator 500,000 - 500,000 51,000 9,000 440,000 G2601 Airpark Apron Construction 400,000 - 400,000 - - 400,000 G2602 Master Plan & ALP Update 10,000 - 10,000 - - 10,000 G2603 Repaint Run & Taxiway Markings 40,000 - 40,000 - - 40,000 G2605 Renovation of Aircraft Hangars 52,500 - 52,500 - - 52,500 Sub-Total 18,080,480 1,100,000 19,180,480 2,614,304 271,807 16,294,369 29 CAPITAL IMPROVEMENT PROGRAM PROGRAM & STATUS SUMMARY FIRST QUARTER: OCTOBER 1, 2025 - DECEMBER 31, 2025 Budget Revised Project Open Available Amend Description 10/1/25 Amdmts Budget To Date Encumbrance Balance Status Ref Actual Expenditures Parking Facilities 335-C2412 Enterprise Asset Management 200,000 - 200,000 - - 200,000 C2502 Gotham Development Agrmnt 22,000,000 - 22,000,000 5,000,000 - 17,000,000 ENPK180001 Parking Lot Resurfacing 1,058,476 - 1,058,476 141,821 - 916,656 ENPK180002 Parking Lot Improvements 1,768,802 - 1,768,802 868,696 - 900,107 ENPK180003 Parking Facilities 5,655,348 - 5,655,348 2,970,076 26,420 2,658,852 ENPK230001 Downtown Parking Garage 25,700,000 - 25,700,000 2,026,789 19,630,415 4,042,796 ENPK250001 Beach Marina Parking Garage 3,000,000 - 3,000,000 - - 3,000,000 M2102 Seminole Boat Launch Maint 841,433 - 841,433 45,180 - 796,254 Sub-Total 60,224,060 - 60,224,060 11,052,561 19,656,835 29,514,664 Other Transportation 93415 Waterway Maintenance 1,450,000 - 1,450,000 980,392 4,900 464,708 G2410 Water Transprtn Ferry Grant 1,000,000 - 1,000,000 930,086 25,838 44,076 92842 City Wayfinding Project 2,050,000 - 2,050,000 1,736,333 - 313,667 C2501 City Shorelines 200,000 - 200,000 - - 200,000 ENGF180002 Downtown Intermodal 54,515 - 54,515 8,437 - 46,078 ENGF180003 Miscellaneous Engineering 754,146 - 754,146 436,854 36,118 281,174 ENGF180004 Survey Equipment Replace 125,288 - 125,288 59,764 - 65,524 ENGF180013 Imagine Clearwater 84,661,322 - 84,661,322 84,741,948 60,394 (141,020) Sub-Total 90,295,271 - 90,295,271 88,893,815 127,250 1,274,206 Libraries 93534 Library FF&E Repair & Replace 780,299 - 780,299 420,569 65,732 293,999 94861 Library Technology 1,675,000 - 1,675,000 1,370,891 - 304,109 C2211 Main Library Renovation 775,000 - 775,000 64,700 - 710,300 Sub-Total 3,230,299 - 3,230,299 1,856,159 65,732 1,308,408 Culture & Recreation 93133 Park Land Acquisition 4,344,351 - 4,344,351 4,324,332 - 20,018 93272 Bicycle Paths-Bridges 6,870,232 - 6,870,232 6,015,518 2,185 852,529 93602 Sp Events Equip Rep & Rplcmnt 485,000 - 485,000 483,169 - 1,831 93618 Misc Park & Rec Contract 1,315,000 - 1,315,000 1,115,863 56,133 143,004 C1904 Ruth Eckerd Hall 8,500,000 - 8,500,000 7,000,000 - 1,500,000 C2002 Ed Wright/Norton Park Reno 855,272 - 855,272 - - 855,272 C2202 Long Center Major Reno 17,500,000 - 17,500,000 7,172,928 9,232,722 1,094,350 C2209 Neighborhood Park Reno 700,000 - 700,000 - - 700,000 C2403 McKay Playfield Improve 1,950,930 - 1,950,930 1,851,894 - 99,036 C2404 Edgewater Drive Park Impv 1,050,000 - 1,050,000 101,850 14,250 933,900 C2405 Moccasin Lake Nature Park 100,000 - 100,000 - - 100,000 C2406 Pour-in-place Playgrnd Safe Prg 600,000 - 600,000 321,606 - 278,394 C2512 Landscape Reno and Repairs 800,000 - 800,000 40,322 43,176 716,503 G2218 ARPA State Street Park Impv 1,549,662 - 1,549,662 870,270 648,427 30,965 G2507 Missouri Ave Medians 550,000 - 550,000 - - 550,000 M2206 Parks & Beautification R&R 6,987,875 1,000 6,988,875 4,598,867 682,310 1,707,699 42 M2401 Amphitheater Repair & Impv 2,418,000 - 2,418,000 96,333 - 2,321,667 M2502 Coachman Park Improvements 800,000 - 800,000 40,500 23,132 736,368 ENGF180007 Phillip Jones Park Renovations 1,078,726 - 1,078,726 935,411 82,733 60,582 A2501 Arts and Cultural Affairs Fund 632,354 405,700 1,038,054 63,117 177,200 797,737 43 93410 Clwr Harbor Marina Maint R&R 674,626 - 674,626 484,167 - 190,459 93420 Fuel System R & R 382,752 - 382,752 204,216 36,850 141,685 C1905 Beach Marina Upgrade 48,135,201 - 48,135,201 25,694,752 24,297,230 (1,856,781) C1906 Clw Harbor Marina Repl & Up 4,095,695 - 4,095,695 2,594,994 129,247 1,371,454 C2001 Athletic Flds & Fac Reno/Imprv 10,550,000 - 10,550,000 - - 10,550,000 30 CAPITAL IMPROVEMENT PROGRAM PROGRAM & STATUS SUMMARY FIRST QUARTER: OCTOBER 1, 2025 - DECEMBER 31, 2025 Budget Revised Project Open Available Amend Description 10/1/25 Amdmts Budget To Date Encumbrance Balance Status Ref Actual Expenditures Culture & Recreation (continued) C2402 Frank Tack Improvements 750,000 - 750,000 - - 750,000 C2409 South Basin Attenuator 450,148 86,518 536,665 265,182 56,924 214,559 44 C2504 Countryside Pickleball 1,250,000 - 1,250,000 - 49,000 1,201,000 C2505 Sports Lighting Retrofit 540,000 - 540,000 - - 540,000 C2510 E.C. Moore Renovations 1,160,000 740,000 1,900,000 - - 1,900,000 45 M1902 Marine Fac Maint Dock R&R 824,527 - 824,527 666,440 16,392 141,695 M2204 Carpenter & BayCare R&R 9,481,513 - 9,481,513 3,511,577 960,434 5,009,502 M2205 Recreation Center R&R 3,748,601 - 3,748,601 1,105,413 2,135,555 507,634 M2207 Athletic Field R&R 4,477,568 (740,000) 3,737,568 1,641,423 226,460 1,869,685 46 M2208 Beach Walk/Pier 60 Park R&R 4,051,312 - 4,051,312 1,741,067 5,050 2,305,195 M2504 Sailing Center R&R 650,000 - 650,000 192 - 649,808 M2505 Pier 60 R&R 5,047,858 - 5,047,858 - - 5,047,858 Sub-Total 155,357,201 493,218 155,850,419 72,941,402 38,875,410 44,033,607 TOTAL ALL PROJECTS 1,591,336,795 26,120,786 1,598,457,581 982,497,026 206,271,189 409,689,365 31 Increase/ Amdmt Program (Decrease)Intrafund Net Budget Number Number Amount Transfer Amount Description Amendment General Government Programs Nagano Sister City Program - CLOSE PROGRAM 1 99928 7,537 To record a budget increase of $7,536.60 representing refunds received from the Nagano trip which will bring the budget in line with receipts. The remaining available funding in this program is being transferred to establish new program A2601,Sister Cities Fund, this historical program will be closed.7,537 Sister Cities Fund - NEW PROGRAM 2 A2601 142,099 To establish the program and record a budget increase of $142,098.82 transferred from the historical program (99928, Nagano Sister City Program).This new program is being established to account for all sister cities program activities.142,099 Feasibility Study 3 M2403 160,000 To record a budget increase of $100,000.00 of unallocated Special Program Fund reserves as approved by the Council on October 15, 2025. Amendments also include an increase of $60,000.00 from unallocated Special Program Fund reserves to fund the costs of financial advisors/bond counsel as needed for the program.160,000 General Government Totals:309,635 - 309,635 Public Safety Programs Foreclosure Registry - Nuisance Abatement 4 98609 4,400 To record a budget increase of $4,400.00,which represents foreclosure registry fees collected to date,to bring the budget in line with actual receipts.4,400 Police Extra Duty 5 99215 885,467 To record a budget increase of $885,466.82 in police service revenue to bring the budget in line with actual receipts.885,467 Police Recruitments 6 99279 3,000 To record a budget increase of $3,000.00 of reimbursed training costs, which will bring the budget in line with receipts.3,000 Federal Forfeiture Treasury 7 99281 1,057 To record a budget increase of $1,057.07 in interest earnings, which will bring the budget in line with actual receipts.1,057 Special Program Fund First Quarter Amendments FY 2025/26 32 Increase/ Amdmt Program (Decrease)Intrafund Net Budget Number Number Amount Transfer Amount Description Amendment Special Program Fund First Quarter Amendments FY 2025/26 Public Safety Programs (continued) Police Education Fund 8 99317 19,830 To record a budget increase of $19,829.83 in police education fine revenue,which will bring the budget in line with actual receipts.19,830 Investigative Recovery Costs 9 99329 67,873 To record a budget increase of $67,872.85 in fines,forfeitures, and penalties revenue to bring the budget in line with actual receipts. 67,873 Florida Contraband Forfeiture Fund 10 99330 55,508 To record a budget increase of $37,678.96 in fines,forfeitures, and penalties revenue,$9,600.00 in surplus revenue from auction proceeds,and $8,229.40 in interest earnings to bring the budget in line with actual receipts.55,508 Vehicle Replacement Fund 11 99350 53,921 To record a budget increase of $53,920.50 transferred from 99215,Police Extra Duty,representing revenue collected for vehicle usage on extra duty jobs.53,921 Safe Neighborhood Program 12 99356 82,021 To record an increase of $12,020.85 representing donation revenues received and an increase of $70,000.00 transferred from 99330,Florida Contraband Forfeiture Fund,to support community outreach programs.82,021 Crime Prevention Program 13 99364 10,000 To record an increase of $10,000.00 transferred from 99330, Florida Contraband Forfeiture Fund,to support community outreach programs.10,000 Federal Forfeiture Sharing 14 99387 43,912 To record an increase of $28,319.71 in governmental revenues from the US Department of Justice,and $15,592.27 in interest earnings to bring the budget in line with actual receipts.43,912 Police SAFE Grant - CLOSE PROGRAM 15 G2411 (367,841) To record a budget decrease of $367,841.22 in governmental revenues, this program is complete and will be closed.(367,841) Pedestrian/Bicycle Safety Grant 2026 - NEW PROGRAM 16 G2510 22,969 To establish the program and record a budget increase of $22,969.15 to recognize the grant award approved from the University of North Florida Training and Services Institute as 22,969 33 Increase/ Amdmt Program (Decrease)Intrafund Net Budget Number Number Amount Transfer Amount Description Amendment Special Program Fund First Quarter Amendments FY 2025/26 Public Safety Programs (continued) FDOT Speeding & Aggressive Driving Grant - NEW PROGRAM 17 G2606 75,000 To establish the program and record a budget increase of $75,000.00 to recognize the grant award approved from the Florida Department of Transportation (FDOT) as approved by 75,000 Police SAFE Grant - NEW PROGRAM 18 G2608 440,000 To establish the program and record a budget increase of $440,000.00 to recognize the grant award approved from the Florida Department of Law Enforcement (FDLE).440,000 Mental Health Co-Responder Team 19 P2101 94,667 To record a budget increase of $94,667.22 transferred from M2209,Opioid Settlement Funds representing McKinsey funds received and interest earned to be used in funding of the mental health unit.94,667 FBI Overtime Reimbursement 20 P2203 15,000 To record a budget increase of $15,000.00 in reimbursement revenue from the Federal Bureau of Investigation (FBI)to account for special duty assignments.15,000 Public Safety Program Totals:1,506,783 - 1,506,783 Physical Environment Programs Tree Replacement Program 21 99970 124,552 To record a budget increase of $124,552.00 in fines,forfeiture, and penalties revenue to bring the budget in line with actual receipts.124,552 Physical Environment Program Totals:124,552 - 124,552 34 Increase/ Amdmt Program (Decrease)Intrafund Net Budget Number Number Amount Transfer Amount Description Amendment Special Program Fund First Quarter Amendments FY 2025/26 Economic Environment Programs P3 Program - NEW PROGRAM 22 M2601 25,000 To establish the program and recognize an increase of $25,000 in application fee revenue to bring the budget in line with receipts to date.25,000 Brownfield RLF Grant - NEW PROGRAM 23 G2609 470,911 To establish the program and record a budget increase of $470,911.00 in Revolving Loan Fund (RLF)grant revenues awarded from the Environmental Protection Agency (EPA).470,911 Economic Environment Program Totals:495,911 - 495,911 Human Services Programs JWB Youth Programming 24 G2107 569,723 To record a budget increase of $569,723.00 in governmental revenue from the Juvenile Welfare Board (JWB)for fiscal year 25/26 youth programming as approved by the Council on September 18, 2025.569,723 ARPA Education Grants & Partnerships - CLOSE PROGRAM 25 G2217 12,718 To record a budget increase of $12,718.07 in refunds received to bring the budget in line with actual receipts.This program is complete and will be closed.12,718 JWB After School Programs 26 G2607 334,668 To establish the program,record a budget increase of $334,668.00 in governmental revenue from the Juvenile Welfare Board (JWB),and an increase of 5.2 FTE's for after school youth programming as approved by the Council on November 6, 2025.334,668 Opioid Settlement Funds 27 M2209 6,959 To record a budget increase of $6,958.56 in interest earnings to bring the budget in line with revenues received to date.6,959 Human Services Program Totals:924,068 - 924,068 35 Increase/ Amdmt Program (Decrease)Intrafund Net Budget Number Number Amount Transfer Amount Description Amendment Special Program Fund First Quarter Amendments FY 2025/26 Culture and Recreation Programs Library Special Account 28 99910 53,993 To record a budget increase of $53,992.88 in donation revenue to bring the budget in line with actual receipts.53,993 Clearwater for Youth Grants 29 G1907 100 To record a budget increase of $100.00 in donation revenue for youth programs.This will bring the budget in line with actual receipts.100 FY26 Special Events - NEW PROGRAM 30 PRSE260001 401,059 To establish the annual program and record a budget increase of $104,926.83 transferred from E2501, FY25 Special Events. Amendments also include budget increases for special event revenues (sales,sponsorships,and reimbursements)received to date this fiscal year which include:$235,303.49 from the Turkey Trot;$45,301.23 from events for Mama Duck;and $15,527.87 from the Sea Blues Festival.401,059 Culture and Recreation Program Total:455,152 - 455,152 3,816,102 - 3,816,102 Intrafund/Interfund Transfers Nagano Sister City Program - CLOSE PROGRAM 99928 142,099 To record a transfer of $142,098.82,representing the available balance,to new program A2601,Sister Cities Fund.This historical program will be closed. Police Extra Duty 99215 53,921 To record a transfer of $53,920.50 to 99350,Vehicle Replacement,representing revenue collected for vehicle usage on extra duty jobs. Florida Contraband Forfeiture Fund 99330 80,000 To record transfers of fines,forfeiture,and penalty revenue of $70,000.00 to 99356,Safe Neighborhood Program;and $10,000.00 to 99364, Crime Prevention Program. FY25 Special Events - CLOSE PROGRAM E2501 104,927 To record a transfer of $104,926.83 to program PRSE260001, FY26 Special Events. This prior year program will be closed. Opioid Settlement Funds M2209 94,667 To record a transfer of $94,667.22 to program P2101,Mental Health Co-Responder Team.This represents McKinsey funds received and interest earned to be used in funding of the mental health unit. Total Interfund Transfers:475,613 Total Budget Increase/(Decrease): 36 SPECIAL PROGRAM STATUS SUMMARY FIRST QUARTER: OCTOBER 1, 2025 - DECEMBER 31, 2025 Actual Expenditures Original Revised Project Open Available Amend Description Budget Amdmt Budget To Date Encumbr Balance Status Ref GENERAL GOVERNMENT PROGRAMS 99857 Stimulus-Elctrnc Plan Submit & Revw 289,000 - 289,000 149,927 - 139,073 99928 Nagano Sister City Program 453,659 7,537 461,195 461,195 - (0) C 1 A2601 Sister Cities Fund 37,380 142,099 179,479 6,591 - 172,887 2 M1913 Lien Foreclosure Program 1,318,484 - 1,318,484 620,324 - 698,159 M2101 Planning Studies Fund 1,675,000 - 1,675,000 919,185 96,269 659,546 M2403 Feasibility Study 504,000 160,000 664,000 574,788 59,249 29,962 3 M2404 Property Use/Surplus Planning 200,000 - 200,000 - - 200,000 Sub-Total 4,477,522 309,635 4,787,157 2,732,011 155,518 1,899,628 PUBLIC SAFETY PROGRAMS 98609 Foreclosure Registry-Nuisance Abtmnt 208,400 4,400 212,800 22,163 - 190,638 4 99215 Police Extra Duty 10,823,205 885,467 11,708,672 11,633,939 - 74,733 5 99279 Police Recruitments 414,010 3,000 417,010 285,506 - 131,504 6 99281 Fed Forfeitures - Treasury 198,603 1,057 199,660 160,579 - 39,081 7 99316 Police Volunteers 183,519 - 183,519 148,682 - 34,837 99317 Police Education Fund 1,523,335 19,830 1,543,165 1,326,567 - 216,598 8 99329 Investigative Recovery Costs 3,330,481 67,873 3,398,353 2,979,280 6,000 413,073 9 99330 FL Contraband Forfeiture Fund 1,587,675 55,508 1,643,184 1,370,510 - 272,673 10 99350 Vehicle Replacement Fund 1,317,332 53,921 1,371,252 910,592 152,327 308,333 11 99356 Safe Neighborhood Program 1,592,703 82,021 1,674,724 1,591,263 - 83,461 12 99364 Crime Prevention Program 266,609 10,000 276,609 265,331 - 11,278 13 99387 Federal Forfeiture Sharing 2,713,700 43,912 2,757,612 2,106,139 - 651,473 14 99927 Emergency Operations 5,251,908 - 5,251,908 3,279,931 - 1,971,977 D2302 Hurricane Idalia 1,387,559 1,387,559 247,219 - 1,140,341 D2401 Hurricane Debby 12,718 - 12,718 148,851 - (136,133) D2402 Hurricane Helene - - - 4,549,048 - (4,549,048) D2501 Hurricane Milton - - - 2,033,440 - (2,033,440) G2411 Police SAFE Grant 543,000 (367,841) 175,159 169,513 - 5,645 15 G2510 Ped/Bicycle Safety Grant 2026 - 22,969 22,969 16,396 - 6,574 16 G2606 FDOT Speeding & Aggrsve Drv Grnt - 75,000 75,000 14,980 - 60,020 17 G2608 PD SAFE Grant 2026 - 440,000 440,000 - - 440,000 18 P1801 School Resource Officers 4,922,475 - 4,922,475 4,591,830 - 330,646 P2101 Mental Health Co-Responder Team 958,442 94,667 1,053,109 784,800 - 268,309 19 P2201 DEA OT Reimbursement Program 75,000 - 75,000 67,909 - 7,091 P2202 ESST OT Reimbursement Program 8,000 - 8,000 2,546 - 5,454 P2203 FBI OT Reimbursement Program 45,000 15,000 60,000 55,552 - 4,448 20 P2204 Secret Service OT Reimb Program 50,000 - 50,000 45,382 - 4,618 P2301 The Sound Acoustic Study 168,500 - 168,500 153,183 - 15,317 P2302 PSO - Countryside Christian 259,920 - 259,920 217,768 - 42,152 Sub-Total 37,842,094 1,506,783 39,348,877 39,178,898 158,327 11,652 PHYSICAL ENVIRONMENT PROGRAMS 99970 Tree Replacement Program 2,349,450 124,552 2,474,002 1,148,808 15,418 1,309,777 21 Sub-Total 2,349,450 124,552 2,474,002 1,148,808 15,418 1,309,777 TRANSPORTATION PROGRAMS M2503 Clearwater Ferry - PSTA 100,000 - 100,000 4,785 - 95,215 Sub-Total 100,000 - 100,000 4,785 - 95,215 ECONOMIC ENVIRONMENT PROGRAMS 99802 Brownfield Revolving Loan 1,216,732 - 1,216,732 420,381 - 796,351 99846 Economic Development - QTI 166,879 - 166,879 71,591 - 95,288 G2010 CDBG-CV Fund 1,549,338 - 1,549,338 1,349,459 - 199,879 M2009 Afford Housing & Comm Development 290,853 - 290,853 59,687 - 231,166 M2105 ED Strategic Plan 153,896 - 153,896 - - 153,896 M2405 Amplify Sublease Agreement 250,000 - 250,000 150,000 100,000 - 37 SPECIAL PROGRAM STATUS SUMMARY FIRST QUARTER: OCTOBER 1, 2025 - DECEMBER 31, 2025 Actual Expenditures Original Revised Project Open Available Amend Description Budget Amdmt Budget To Date Encumbr Balance Status Ref ECONOMIC ENVIRONMENT PROGRAMS (CONTINUED) M2601 P3 Program - 25,000 25,000 - - 25,000 22 G2207 Brownfield MAC Grant 300,000 - 300,000 254,165 - 45,835 G2209 Duke Energy ED Grant 50,000 - 50,000 26,443 - 23,557 G2210 ARPA North Greenwood CRA 5,000,000 - 5,000,000 4,992,188 7,813 - G2212 ARPA Affordable Housing 3,300,000 - 3,300,000 2,892,764 - 407,236 G2301 Public Facilities 2023 694,390 - 694,390 692,123 - 2,268 G2402 Public Facilities 2024 1,098,895 - 1,098,895 1,094,677 - 4,218 G2408 HOME-ARP 1,637,567 - 1,637,567 14,877 - 1,622,690 G2501 Public Facilities 2025 444,517 - 444,517 236,177 - 208,339 G2503 Program Administration 2025 187,424 - 187,424 185,848 - 1,577 G2609 Brownfield RLF Grant - 470,911 470,911 62,327 - 408,584 23 G2610 Public Facilities 2026 707,413 - 707,413 12,705 355,474 339,234 G2611 Economic Development 2026 287,653 - 287,653 1,250 20,000 266,403 G2612 Program Administration 2026 190,738 - 190,738 107,698 8,541 74,499 G2613 Housing/Infill 2026 188,314 - 188,314 - - 188,314 G2614 Public Services 2026 138,883 - 138,883 - 115,735 23,148 Sub-Total 17,853,494 495,911 18,349,405 12,624,360 607,562 5,117,482 HUMAN SERVICES PROGRAMS 98601 Next Steps to Better Nutrition 9,000 - 9,000 9,000 - - C 99562 HUD Special Education 30,000 - 30,000 27,600 - 2,400 99844 United Way 22,580 - 22,580 13,509 - 9,070 99869 Health Prevention Program 190,269 - 190,269 180,134 - 10,135 G2107 JWB Youth Programming 2,704,560 569,723 3,274,283 2,485,628 - 788,655 24 G2217 ARPA Education Grants & Partnerships 750,000 12,718 762,718 762,718 - - C 25 G2607 JWB After School Programs - 334,668 334,668 41,351 - 293,317 26 M2209 Opioid Settlement Funds 522,751 6,959 529,709 529,709 - 0 27 Sub-Total 4,229,159 924,068 5,153,227 4,049,650 - 1,103,577 CULTURE AND RECREATION PROGRAMS 98608 Clark-Turner Trust (Library)106,077 - 106,077 12,700 - 93,377 99910 Library Special Account 1,007,498 53,993 1,061,491 976,287 - 85,204 28 C2303 Library - Machan Estate 1,176,297 - 1,176,297 - - 1,176,297 G1907 Clearwater for Youth Grants 136,587 100 136,687 107,832 - 28,856 29 E2501 FY25 Special Events 387,338 - 387,338 387,338 - (0) C PRSE260001 FY26 Special Events 70,000 401,059 471,059 339,151 - 131,908 30 M2606 Sponsorship & Naming Rights - - - - - - Sub-Total 2,883,797 455,152 3,338,950 1,823,308 - 1,515,642 TOTAL ALL PROGRAMS 69,735,516 3,816,102 73,551,618 61,561,819 936,825 11,052,973 38 City of Clearwater SPECIAL DEVELOPMENT FUND First Quarter Amendments FY 2025/26 Increase/ (Decrease)Description Revenues - No amendments are proposed to Special Development Fund revenues at first quarter. -$ Net Revenue Amendments Expenditures No amendments are proposed to Special Development Fund expenditures at first quarter. -$ Net Expenditure Amendments 39 SPECIAL REVENUE FUNDS First Quarter: October 1, 2025 - December 31, 2025 Original First Quarter Budget Amended Budget 2025/26 2025/26 Amendments Revenues: Ad Valorem Taxes 5,200,200 5,200,200 - Infrastructure Tax 17,030,000 17,030,000 - Interest Earnings 416,000 416,000 - Recreation Facility Impact Fees 76,620 76,620 - Multi-Modal Impact Fees 250,000 250,000 - Local Option Fuel Tax 1,427,150 1,427,150 - Allocation of Assigned Fund Balance 732,630 732,630 - 25,132,600 25,132,600 - Expenditures: Transfer to Capital Improvement Fund Road Millage 5,191,750 5,191,750 - Infrastructure Tax 3,400,000 3,400,000 - Recreation Facility Impact Fees 342,630 342,630 - Parks & Recreation Impact Fees 76,620 76,620 - Multi-Modal Impact fees 640,000 640,000 - Local Option Fuel Tax 1,427,150 1,427,150 - Infrastructure Tax - Debt on Internal Loans 5,000,000 5,000,000 - 16,078,150 16,078,150 - Revenues: CDBG/Home Funds 925,890 925,890 - Interest Earnings 244,000 275,837 31,837 Intergovernmental Revenue - 1,588,750 1,588,750 Charges for Service Revenue - 914,867 914,867 Judgments, Fines and Forfeit Revenue - 249,934 249,934 Miscellaneous Revenue - 395,101 395,101 Transfers from General Fund: Sister City Program 37,380 37,380 - Planning Study Fund 250,000 250,000 - United Way Campaign Fund 1,500 1,500 - Special Events 70,000 70,000 - Police Recruitments 60,000 60,000 - School Resource Officers 210,000 210,000 - Police Mental Health Co-Responder Team 199,000 199,000 - Transfers from Special Programs - 475,613 475,613 Allocation of Unassigned Fund Balance - 160,000 160,000 1,997,770 5,813,872 3,816,102 Expenditures: General Government 287,380 597,015 309,635 Public Safety 469,000 1,975,783 1,506,783 Physical Environment - 124,552 124,552 Transportation - - - Economic Environment 622,422 1,118,333 495,911 Human Services 1,500 925,568 924,068 Culture and Recreation 70,000 525,152 455,152 Interfund Transfers 303,468 303,468 1,753,770 5,569,872 3,816,102 SPECIAL DEVELOPMENT FUND SPECIAL PROGRAM FUND 40 SPECIAL REVENUE FUNDS First Quarter: October 1, 2025 - December 31, 2025 Original First Quarter Budget Amended Budget 2025/26 2025/26 Amendments Revenues: HOME Investment Partnerships 383,225 383,225 - State Housing Initiatives Partnerships 907,085 907,085 - Total - HOME/SHIP Funds 1,290,310 1,290,310 - Expenditures: Economic Environment 935,017 935,017 - Interfund Transfers 355,293 355,293 - Total - HOME/SHIP Programs 1,290,310 1,290,310 - OTHER HOUSING ASSISTANCE FUNDS 41 ADMINISTRATIVE CHANGE ORDERS First Quarter Review FY 2025/26 42 In accordance with City of Clearwater Code Section 2.554(6), the City Manager may approve and execute change orders without City Council approval within certain limitations. The following change orders have been administratively approved since the last report to the Council based on the code specified criteria: 1. The city manager may increase any contract up to a total award of one hundred thousand dollars ($100,000.00). 2. The city manager may approve any increase of contract up to a maximum of ten percent (10%) over the most recent award of the city council. 3. No contract price increase shall be approved unless sufficient funds are available for such purpose. 4. Contract price decreases may be approved without limitation. 5. The time for completion may be extended up to ninety (90) days, in any one change or cumulatively for the same project, beyond the most recent city council approved completion time. ***** 10/10/25 Administrative Change Order #1 – Reclaimed Water Piping Improvement Project (21-0029-UT). This change order increases and decreases items in accordance with field conditions resulting in a net zero change to the contract. Rowland, An Allclear Company LLC 0.00 12/23/25 Administrative Change Order #2 – Fire Station 47 (18-0011-FD). This change order increases and decreases items in accordance with field conditions resulting in a net decrease to the contract. Biltmore Construction Co. Inc. (2,189.27) 43 Ordinance #9901-26 ORDINANCE NO. 9901-26 AN ORDINANCE OF THE CITY OF CLEARWATER, FLORIDA, AMENDING THE OPERATING BUDGET FOR THE FISCAL YEAR ENDING SEPTEMBER 30, 2026 TO REFLECT INCREASES IN REVENUES AND EXPENDITURES FOR THE GENERAL FUND, WATER & SEWER FUND, PARKING FUND, AND SPECIAL PROGRAM FUND AS PROVIDED HEREIN; PROVIDING AN EFFECTIVE DATE. WHEREAS, the budget for the fiscal year ending September 30, 2026, for operating purposes, including debt service, was adopted by Ordinance No. 9849-25; and WHEREAS, at first quarter review it was found that an increase of $23,330,364 is necessary for revenues and an increase of $23,369,076 is necessary for expenditures; and WHEREAS, a summary of the amended revenues and expenditures is attached hereto and marked Exhibit A; and WHEREAS, Section 2.519 of the Clearwater Code authorizes the City Council to provide for the expenditure of money for proper purposes not contained in the budget as originally adopted due to unforeseen circumstances or emergencies arising during the fiscal year; now, therefore, BE IT ORDAINED BY THE CITY COUNCIL OF THE CITY OF CLEARWATER, FLORIDA: Section 1. Section 1 of Ordinance No. 9849-25 is amended to read: Pursuant to the Amended City Manager's Annual Report and estimate for the fiscal year beginning October 1, 2025 and ending September 30, 2026 a copy, of which is on file with the City Clerk, the City Council hereby adopts an amended budget for the operation of the City, a copy of which is attached hereto as Exhibit A. Section 2. This ordinance shall take effect immediately upon adoption. 44 Ordinance #9901-26 PASSED ON FIRST READING _______________________________ PASSED ON SECOND AND FINAL _______________________________ READING AND ADOPTED _______________________________ Bruce Rector, Mayor Approved as to form: Attest: _______________________________ ________________________________ Owen Kohler, Interim City Attorney Rosemarie Call, City Clerk 2025-26 BUDGET REVENUE FirstQuarter Budgeted Use of Total AmendedRevenues Reserves Revenues Budget 2025/26 2025/26 2025/26 2025/26 Amendments General Fund: Ad Valorem Taxes 103,976,890 - 103,976,890 103,976,890 - Utility Taxes 20,600,000 - 20,600,000 20,600,000 - Local Option, Fuel & Other Taxes 6,600,000 - 6,600,000 6,600,000 - Franchise Fees 12,000,000 - 12,000,000 12,000,000 - Other Permits & Fees 3,356,000 - 3,356,000 3,356,000 - Intergovernmental Revenues 32,864,790 - 32,864,790 32,864,790 - Charges for Services 19,063,410 - 19,063,410 19,063,410 - Judgments, Fines & Forfeitures 2,079,500 - 2,079,500 2,079,500 - Miscellaneous Revenues 9,047,620 - 9,047,620 9,047,620 - Transfers In 14,213,780 - 14,213,780 14,213,780 - Transfer (to) from Reserves - - - 214,262 214,262 Total, General Fund 223,801,990 - 223,801,990 224,016,252 214,262 Special Revenue Funds: Special Development Fund 24,399,970 732,630 25,132,600 25,132,600 - Special Program Fund 1,997,770 - 1,997,770 5,813,872 3,816,102 Local Housing Asst Trust Fund 1,290,310 - 1,290,310 1,290,310 - Utility & Other Enterprise Funds: Water & Sewer Fund 119,985,470 - 119,985,470 139,285,470 19,300,000 Stormwater Utility Fund 22,333,630 2,205,880 24,539,510 24,539,510 - Solid Waste & Recycling Fund 37,916,440 - 37,916,440 37,916,440 - Gas Fund 44,255,370 - 44,255,370 44,255,370 - Airpark Fund 286,720 - 286,720 286,720 - Marine Fund 4,634,830 - 4,634,830 4,634,830 - Clearwater Harbor Marina 1,233,800 - 1,233,800 1,233,800 - Parking Fund 11,600,180 - 11,600,180 11,600,180 - Internal Service Funds: Administrative Services Fund 19,670,470 - 19,670,470 19,670,470 - General Services Fund 8,490,060 - 8,490,060 8,490,060 - Garage Fund 19,293,580 - 19,293,580 19,293,580 - Central Insurance Fund 41,609,580 - 41,609,580 41,609,580 - Total, All Funds 582,800,170 2,938,510 585,738,680 609,069,044 23,330,364 EXHIBIT A 45 Ordinance #9901-26 2025-26 BUDGET EXPENDITURES FirstQuarter Original AmendedBudgetBudget 2025/26 2025/26 Amendments General Fund: City Council 647,839 647,839 - City Manager's Office 1,449,391 1,449,391 - City Attorney's Office 2,849,880 3,064,142 214,262 City Audit 461,221 461,221 - City Clerk 1,232,161 1,232,161 - CRA Administration 1,159,032 1,159,032 - Economic Development & Housing 2,292,583 2,292,583 - Finance 3,633,235 3,633,235 - Fire 37,989,043 37,989,043 - Human Resources 2,309,219 2,309,219 - Library 9,278,756 9,278,756 - Non-Departmental 17,228,132 17,228,132 - Parks & Recreation 55,026,047 55,026,047 - Planning & Development 9,350,803 9,350,803 - Police 60,582,188 60,582,188 - Public Communications 2,122,555 2,122,555 - Public Utilities 469,430 469,430 - Public Works 15,720,475 15,720,475 - Total, General Fund - 223,801,990 224,016,252 214,262 Special Revenue Funds: Special Development Fund 16,078,150 16,078,150 - Special Program Fund 1,753,770 5,569,872 3,816,102 Local Housing Asst Trust Fund 1,290,310 1,290,310 - Utility & Other Enterprise Funds: Water & Sewer Fund 119,959,190 139,259,190 19,300,000 Stormwater Utility Fund 24,539,510 24,539,510 - Solid Waste & Recycling Fund 37,916,440 37,916,440 - Gas Fund 44,244,300 44,244,300 - Airpark Fund 216,320 216,320 - Marine Fund 4,634,830 4,634,830 - Clearwater Harbor Marina 1,196,190 1,196,190 - Parking Fund 10,400,810 10,439,522 38,712 Internal Service Funds: Administrative Services Fund 19,670,470 19,670,470 - General Services Fund 8,490,060 8,490,060 - Garage Fund 19,293,580 19,293,580 - Central Insurance Fund 41,609,580 41,609,580 - Total, All Funds - 575,095,500 598,464,576 23,369,076 EXHIBIT A (Continued) 46 Ordinance #9901-26 Cover Memo City of Clearwater Main Library - Council Chambers 100 N. Osceola Avenue Clearwater, FL 33755 File Number: 9902-26 Agenda Date: 4/20/2026 Status: Agenda ReadyVersion: 1 File Type: OrdinanceIn Control: City Attorney Agenda Number: 9.7 SUBJECT/RECOMMENDATION: Adopt Ordinance 9902-26 on second reading and amend the City’s fiscal year 2025/26 capital improvement budget at first quarter. SUMMARY: The fiscal year 2025/26 operating and capital improvement budgets were adopted in September 2025 by ordinances 9849-25 and 9850-25. Section 2.521 of the City’s Code of Ordinances requires the City Manager to prepare a quarterly report detailing income, expenditure estimates, collections, the explanation of significant variances, as well as the financial status of all capital improvement projects. STRATEGIC PRIORITY: The budgeting process aligns resource allocation to the advancement of our community in all five strategic priorities: high performing government, economic and housing opportunity, community well-being, environmental stewardship, and superior public service. Page 1 City of Clearwater Printed on 4/14/2026 First Quarter Budget Review Fiscal Year 2025-26 Memorandum TO: Mayor and City Council FROM: Jennifer Poirrier, City Manager COPIES: Daniel Slaughter, Assistant City Manager Alfred Battle Jr., Assistant City Manager SUBJECT: First Quarter budget review - amended City Manager's annual budget report DATE: March 18, 2026 Attached is the first quarter budget review in accordance with the City Code of Ordinances. This report is based on the first three months of activity in the current fiscal year (October 2025 through December 2025). Contained within are comments on major variances and documentation of proposed amendments. Significant Fund amendments are outlined below: General Fund General Fund revenue and expenditure amendments reflect a net increase of $214,262. The General Fund expenditure amendments at first quarter include an increase of $214,262 to the City Attorney’s Office to provide funding for the payout of the outgoing City Attorney. This expenditure increase is offset by a revenue amendment allocating General Fund reserves. General Fund Reserves: In order to ensure adequate reserves, the City Council’s policy reflects that General Fund unappropriated fund reserves of 8.5% of the City’s budgeted General Fund expenditures must be maintained as a reserve to guard against future emergencies. Estimated General Fund reserves at first quarter are approximately $74.9 million, or 33.4% of the fiscal year 2025/26 General Fund expenditure budget, exceeding our minimum reserve requirement by $55.8 million. Significant amendments to other city operating funds are noted as follows: Water and Sewer Fund Amendments to the Water and Sewer Fund reflect an allocation of $19,300,000 from fund reserves transferred to the Sanitary Sewer R&R capital project to provide funding for maintenance program contracts as previously approved. First Quarter Budget Review Fiscal Year 2025-26 Parking Fund Amendments to Parking Fund expenditures reflect an increase of $38,712 for the PSTA Jolley Trolley contract as previously approved. Budgeted revenues are sufficient to cover this increase. Capital Improvement Program First quarter amendments to the capital improvement program reflect a net increase of $26,120,786. Amendments include the following increases previously approved by the Council: $949,500 in grant revenues from the US Department of Energy in the Solar NGW Recreation and Countryside Library project; $3,366,540 in grant revenue from the Florida Department of Environmental Protection in the Sanitary Sewer Extension project; $19,300,000 transferred from Water and Sewer reserves to the Sanitary Sewer R&R project; and $880,000 in grant revenue from FDOT and $220,000 in reimbursement revenue for the Aviation Operation Center project. Project activity not previously approved by the Council is summarized on page 18. Significant amendments include an increase of $36,417 in elective pay rebates in the Greenprint Implementation project; an increase of $246,320 reimbursed in the Police CAD Replacement project; $185,442 of property owner share revenues in the Pasco Line Relocation and Pinellas New Mains projects; a decrease of $56,000 in governmental revenues budgeted in the Facilities Upgrade & Improvements project; an increase of $321,672 in grant revenues in the Pump Station Replacement project; an increase of $164,200 of reimbursements received in the Reclaimed Water Distribution project; an increase of $405,700 in the Arts and Cultural Affairs project representing 1% art funding transferred from capital projects; and an increase of $86,518 in FEMA reimbursements received in the South Basin Attenuator project. Special Program Fund The Special Program Fund reflects a net budget increase of $3,816,102 for first quarter. Significant amendments include $160,000 allocated from fund reserves for increased costs of the feasibility study; $213,448 in public safety grant/governmental revenues; $885,467 in contractual service revenue for police extra duty; $904,391 from the Juvenile Welfare Board to fund 2025/26 after school and summer programs which include funding for the addition of 5.2 new FTEs; $249,934 in fines and court proceeds for public safety programs and the tree replacement program; an increase of $470,911 for the Brownfield RLF Grant program; $296,133 in special events revenues received from the Turkey Trot, Mama Duck, and Sea Blues festival; $66,114 in donations for Police, Parks and Library programs; $25,000 for an application in the new P3 Program; $32,855 of reimbursements in various programs; $31,837 in prior year interest earnings; and $475,613 transferred between existing special programs. CITY OF CLEARWATER FIRST QUARTER SUMMARY 2025/26 FY 25/26 Variance %First Adopted Year to Date YTD Actual vs.YTD vs.Quarter Amended Description Budget Actual Adopted Budget Budget Adjustment Budget General Fund: Revenues 223,801,990 108,941,271 114,860,719 49%214,262 224,016,252 Expenditures 223,801,990 75,713,808 148,088,182 34%214,262 224,016,252 Utility Funds: Water & Sewer Fund Revenues 119,985,470 30,758,838 89,226,632 26%19,300,000 139,285,470 Expenditures 119,959,190 63,374,118 56,585,072 53%19,300,000 139,259,190 Stormwater Fund Revenues 24,539,510 5,784,454 18,755,056 24%- 24,539,510 Expenditures 24,539,510 16,698,050 7,841,460 68%- 24,539,510 Gas Fund Revenues 44,255,370 10,965,054 33,290,316 25%- 44,255,370 Expenditures 44,244,300 13,660,878 30,583,422 31%- 44,244,300 Solid Waste and Recycling Fund Revenues 37,916,440 9,524,792 28,391,648 25%- 37,916,440 Expenditures 37,916,440 10,727,303 27,189,137 28%- 37,916,440 Enterprise Funds: Marine Fund Revenues 4,634,830 583,343 4,051,487 13%- 4,634,830 Expenditures 4,634,830 850,908 3,783,922 18%- 4,634,830 Airpark Fund Revenues 286,720 75,419 211,301 26%- 286,720 Expenditures 216,320 134,897 81,423 62%- 216,320 Clearwater Harbor Marina Fund Revenues 1,233,800 389,178 844,622 32%- 1,233,800 Expenditures 1,196,190 414,645 781,545 35%- 1,196,190 Parking Fund Revenues 11,600,180 2,634,318 8,965,862 23%- 11,600,180 Expenditures 10,400,810 2,564,409 7,836,401 25%38,712 10,439,522 Internal Service Funds: General Services Fund Revenues 8,490,060 2,143,470 6,346,590 25%- 8,490,060 Expenditures 8,490,060 1,632,581 6,857,479 19%- 8,490,060 Administrative Services Revenues 19,670,470 4,923,402 14,747,068 25%- 19,670,470 Expenditures 19,670,470 4,485,842 15,184,628 23%- 19,670,470 Garage Fund Revenues 19,293,580 4,558,809 14,734,771 24%- 19,293,580 Expenditures 19,293,580 2,444,538 16,849,042 13%- 19,293,580 Central Insurance Fund Revenues 41,609,580 10,261,660 31,347,920 25%- 41,609,580 Expenditures 41,609,580 8,533,873 33,075,707 21%- 41,609,580 1 FIRST QUARTER REVIEW AMENDED CITY MANAGER'S FISCAL YEAR 2025-26 REPORT PAGE # General Fund Operating Budget ..................................................................................................... 3 Utility Funds Operating Budget ...................................................................................................... 6 Other Enterprise Funds Operating Budgets ................................................................................. 10 Internal Service Funds Operating Budgets ................................................................................... 14 Capital Improvement Program Budget ........................................................................................ 18 Special Program Fund Budget ....................................................................................................... 32 Special Development Fund ........................................................................................................... 39 Administrative Change Orders ...................................................................................................... 42 Ordinances ..................................................................................................................................... 43 The amended 2025/26 operating budget, presented by operating fund and/or department, is submitted for the City Council review. The actual and projected data contained in this review represents three months, October 1, 2025, through December 31, 2025. The adjustments, however, represent all data available at the time of the report, including action taken by the City Council after December 31, 2025. Definitions associated with the operating funds information are presented as follows: Definitions: Adopted Budget - The budget as adopted by the City Council on September 17, 2025. Variance YTD Actual vs. Adopted Budget - Difference between year to date actual and adopted budget. % YTD vs. Budget - Percentage of adopted budget expended, year to date. Proposed Amendments - Adjustments that have been approved by the City Council, made at the Manager’s discretion, and/or adjustments proposed based on this quarter’s review. Amended Budget - Adding the Original Budget and Adjustments. 2 Capital Improvement Program The amended 2025/26 Capital Improvement Projects budget report is submitted for the City Council review. This review provides the opportunity to analyze the status of all active projects and present formal amendments to the project budget. The Capital Improvement Program and Special Program fund information is presented as follows: Definitions: Budget - The budget as of October 1, 2025, which includes project budgets from prior years, which have not been completed. Amendment - Amendments which have been approved by the City Council, made at the Manager's discretion, and/or adjustments proposed based on this quarter’s review. Revised Budget - Adding the Budget and Amendment columns. Encumbrance - Outstanding contract or purchase order commitment. Available Balance - Difference between revised budget and expenditure, plus encumbrance. Status - C - project is completed. Amend Ref - Reference number for description of amendment. Increase/ (Decrease)Description - At first quarter, approximately 83%of property tax revenue has been received.As projected,most property tax payments are made within the first six months of the fiscal year. No amendment is proposed at this time. - At first quarter, approximately 9%of intergovernmental revenue has been received.This is due to the timing of receipts for sales tax revenues. 214,262 First quarter amendments reflect the appropriation of $214,262.00 from General Fund reserves to provide funding for the payout of the outgoing City Attorney. 214,262 214,262 City of Clearwater General Fund RevenuesFirst Quarter Amendments FY 2025/26 Ad Valorem Taxes Transfer (to) from Surplus Net General Fund Revenue Amendment Net Transfer (to) from Retained Earnings Intergovernmental 3 Increase/(Decrease)Description 214,262 At first quarter,expenditures reflect an increase of $214,262.00 to salaries and wages to fund the payout of the outgoing City Attorney. - At first quarter, Parks and Recreation expenditures reflect 42%of total budget resulting from transfers to the capital fund occurring in the first period of the year.No amendment is proposed at this time. - At first quarter,Non-Departmental expenditures reflect 70%of total budget, resulting from interfund and capital transfers occurring in the first period of the year.No amendment is proposed at this time. - 214,262 City of Clearwater General Fund Expenditures First Quarter Amendments FY 2025/26 City Attorney's Office Net General Fund Expenditure Amendment Parks & Recreation Non-Departmental 4 2025/26 Variance %2025/26 Adopted Year to Date YTD Actual vs.YTD vs.Proposed 1 Qtr Amended Budget Actual Adopted Bud Budget Amendment Budget General Fund Revenues Ad Valorem Taxes 103,976,890 86,499,865 17,477,025 83%- 103,976,890 Utility Taxes 20,600,000 4,137,949 16,462,051 20%- 20,600,000 Local Option, Fuel and Other Taxes 6,600,000 2,200,732 4,399,268 33%- 6,600,000 Franchise Fees 12,000,000 2,045,972 9,954,028 17%- 12,000,000 Other Permits & Fees 3,356,000 861,222 2,494,778 26%- 3,356,000 Intergovernmental 32,864,790 3,117,068 29,747,722 9%- 32,864,790 Charges for Services 19,063,410 4,266,957 14,796,453 22%- 19,063,410 Judgments, Fines and Forfeitures 2,079,500 450,354 1,629,146 22%- 2,079,500 Miscellaneous Revenues 9,047,620 2,365,766 6,681,854 26%- 9,047,620 Transfers In 14,213,780 2,995,387 11,218,393 21%- 14,213,780 Total Revenues 223,801,990 108,941,271 114,860,719 49%- 223,801,990 Transfer (to) from Surplus - - - ~214,262 214,262 Adjusted Revenues 223,801,990 108,941,271 114,860,719 49%214,262 224,016,252 General Fund Expenditures City Council 647,839 213,206 434,633 33%- 647,839 City Manager's Office 1,449,391 347,871 1,101,520 24%- 1,449,391 City Attorney's Office 2,849,880 631,714 2,218,166 22%214,262 3,064,142 City Audit 461,221 132,373 328,848 29%- 461,221 City Clerk 1,232,161 266,470 965,691 22%- 1,232,161 CRA Administration 1,159,032 232,689 926,343 20%- 1,159,032 Economic Development and Housing 2,292,583 400,528 1,892,055 17%- 2,292,583 Finance 3,633,235 823,543 2,809,692 23%- 3,633,235 Fire 37,989,043 9,671,128 28,317,915 25%- 37,989,043 Human Resources 2,309,219 468,667 1,840,552 20%- 2,309,219 Library 9,278,756 2,295,577 6,983,179 25%- 9,278,756 Non-Departmental 17,228,132 12,141,682 5,086,450 70%- 17,228,132 Parks & Recreation 55,026,047 23,209,625 31,816,422 42%- 55,026,047 Planning & Development 9,350,803 2,041,711 7,309,092 22%- 9,350,803 Police 60,582,188 17,198,139 43,384,049 28%- 60,582,188 Public Communications 2,122,555 427,120 1,695,435 20%- 2,122,555 Public Utilities 469,430 117,098 352,332 25%- 469,430 Public Works 15,720,475 5,094,668 10,625,807 32%- 15,720,475 Total Expenditures 223,801,990 75,713,808 148,088,182 34%214,262 224,016,252 For the Three Month Period of October 1, 2025 - December 31, 2025 GENERAL FUND FIRST QUARTER REVIEW 5 2025/26 Variance %2025/26 Adopted Year to Date YTD Actual vs.YTD vs.Proposed 1 Qtr Amended Budget Actual Adopted Bud Budget Amendment Budget WATER & SEWER FUND Water & Sewer Revenues: Charges for Service 115,201,270 29,274,782 85,926,488 25%- 115,201,270 Judgments, Fines and Forfeits 275,000 90,523 184,477 33%- 275,000 Miscellaneous 4,509,200 1,393,533 3,115,667 31%- 4,509,200 Transfers In - - - ~- - Total Operating Revenues 119,985,470 30,758,838 89,226,632 26%- 119,985,470 Fund Equity - - - ~19,300,000 19,300,000 Total Revenues 119,985,470 30,758,838 89,226,632 26%19,300,000 139,285,470 Water & Sewer Expenditures: Public Utilities Administration 4,560,829 841,319 3,719,510 18%- 4,560,829 Wastewater Collection 12,572,836 6,944,769 5,628,067 55%19,300,000 31,872,836 Public Utilities Maintenance 11,307,139 5,359,127 5,948,012 47%- 11,307,139 WPC / Plant Operations 36,338,073 21,412,768 14,925,305 59%- 36,338,073 WPC / Laboratory Operations 594,666 113,741 480,925 19%- 594,666 WPC / Industrial Pretreatment 1,235,540 287,242 948,298 23%- 1,235,540 Water Distribution 22,441,737 13,375,531 9,066,206 60%- 22,441,737 Water Supply 23,467,046 10,204,434 13,262,612 43%- 23,467,046 Reclaimed Water 7,441,324 4,835,186 2,606,138 65%- 7,441,324 Total Expenditures 119,959,190 63,374,118 56,585,072 53%19,300,000 139,259,190 Increase/ (Decrease)Amendment Description: Water and Sewer Fund Revenues:19,300,000 Water and Sewer Fund Expenditures:19,300,000 UTILITY FUNDS FIRST QUARTER REVIEW For the Three Month Period of October 1, 2025 - December 31, 2025 At first quarter, anticipated revenues of the Water and Sewer Fund exceed anticipated expenditures by $26,280 for fiscal year 2025/26. First quarter amendments to Water and Sewer Fund revenues reflect an allocation of $19,300,000.00 in reserves to provide additional funding for the comprehensive sanitary sewer maintenance program. First quarter expenditures of the Water and Sewer Fund reflect 53%of total budget due to transfers to the capital fund which occur in the first period of the fiscal year.First quarter amendments reflect a transfer of $19,300,000.00 in fund reserves to capital improvement project 96665,Sanitary Sewer R&R,to provide additional funding for the comprehensive sanitarysewer maintenance program contracts, as approved by the Council on September 18, 2025. 6 2025/26 Variance %2025/26 Adopted Year to Date YTD Actual vs.YTD vs.Proposed 1 Qtr Amended Budget Actual Adopted Bud Budget Amendment Budget UTILITY FUNDS FIRST QUARTER REVIEW For the Three Month Period of October 1, 2025 - December 31, 2025 STORMWATER FUND Stormwater Revenues: Charges for Service 21,068,630 5,361,618 15,707,012 25%- 21,068,630 Judgments, Fines and Forfeits 50,000 15,770 34,230 32%- 50,000 Miscellaneous 1,215,000 407,066 807,934 34%- 1,215,000 Transfers In - - - ~- - Total Operating Revenues 22,333,630 5,784,454 16,549,176 26%- 22,333,630 Fund Equity 2,205,880 - 2,205,880 0%- 2,205,880 Total Revenues 24,539,510 5,784,454 18,755,056 24%- 24,539,510 Stormwater Expenditures: Stormwater Management 17,654,941 15,126,114 2,528,827 86%- 17,654,941 Stormwater Maintenance 6,884,569 1,571,936 5,312,633 23%- 6,884,569 Total Expenditures 24,539,510 16,698,050 7,841,460 68%- 24,539,510 Increase/ (Decrease)Amendment Description: Stormwater Fund Revenues:- Stormwater Fund Expenditures:- First quarter expenditures of the Stormwater Fund reflect 68% of total budget due to transfers to the capital fund which occur in the first period of the fiscal year.No amendments are proposed at this time. No amendments are proposed to Stormwater Fund revenues at first quarter. At first quarter, anticipated revenues of the Stormwater Fund equal anticipated expenditures for fiscal year 2025/26. 7 2025/26 Variance %2025/26 Adopted Year to Date YTD Actual vs.YTD vs.Proposed 1 Qtr Amended Budget Actual Adopted Bud Budget Amendment Budget UTILITY FUNDS FIRST QUARTER REVIEW For the Three Month Period of October 1, 2025 - December 31, 2025 GAS FUND Gas Revenues: Charges for Service 43,509,080 10,697,804 32,811,276 25%- 43,509,080 Judgments, Fines and Forfeits 100,000 21,497 78,503 21%- 100,000 Miscellaneous 646,290 245,753 400,537 38%- 646,290 Transfers In - - - ~- - Total Operating Revenues 44,255,370 10,965,054 33,290,316 25%- 44,255,370 Fund Equity - - - ~- - Total Revenues 44,255,370 10,965,054 33,290,316 25%- 44,255,370 Gas Expenditures: Administration & Supply 24,282,448 4,452,401 19,830,047 18%- 24,282,448 Pinellas Gas Operations 8,801,353 3,677,726 5,123,627 42%- 8,801,353 Pasco Gas Operations 6,890,246 4,443,332 2,446,914 64%- 6,890,246 Marketing & Sales 4,270,253 1,087,420 3,182,833 25%- 4,270,253 Total Expenditures 44,244,300 13,660,878 30,583,422 31%- 44,244,300 Increase/ (Decrease)Amendment Description: Gas Fund Revenues:- Gas Fund Expenditures:- At first quarter, anticipated revenues of the Gas Fund exceed anticipated expenditures by $11,070 for fiscal year 2025/26. No amendments are proposed to Gas Fund revenues at first quarter. No amendments are proposed to Gas Fund expenditures at first quarter. 8 2025/26 Variance %2025/26 Adopted Year to Date YTD Actual vs.YTD vs.Proposed 1 Qtr Amended Budget Actual Adopted Bud Budget Amendment Budget UTILITY FUNDS FIRST QUARTER REVIEW For the Three Month Period of October 1, 2025 - December 31, 2025 SOLID WASTE AND RECYCLING FUND Solid Waste Revenues: Other Permits and Fees 2,500 1,303 1,198 52%- 2,500 Intergovernmental - - - ~- - Charges for Service 32,625,900 8,147,399 24,478,501 25%- 32,625,900 Judgments, Fines and Forfeits 62,500 26,308 36,192 42%- 62,500 Miscellaneous 1,958,600 580,456 1,378,144 30%- 1,958,600 Transfers In - - - ~- - Solid Waste Revenues 34,649,500 8,755,465 25,894,035 25%- 34,649,500 Recycling Revenues: Other Permits and Fees - - - ~- - Intergovernmental 85,050 - 85,050 0%- 85,050 Charges for Service 2,936,790 768,882 2,167,908 26%- 2,936,790 Judgments, Fines and Forfeits 5,000 2,226 2,774 45%- 5,000 Miscellaneous 240,100 (1,781) 241,881 -1%- 240,100 Transfers In - - - ~- - Recycling Revenues 3,266,940 769,326 2,497,614 24%- 3,266,940 Fund Equity - - - ~- - Total Revenues 37,916,440 9,524,792 28,391,648 25%- 37,916,440 Solid Waste Expenditures: Collection 23,917,541 4,493,244 19,424,297 19%- 23,917,541 Transfer 2,589,551 461,856 2,127,695 18%- 2,589,551 Container Maintenance 941,116 235,386 705,730 25%- 941,116 Administration 5,903,176 4,520,135 1,383,041 77%- 5,903,176 Solid Waste Expenditures 33,351,384 9,710,621 23,640,763 29%- 33,351,384 Recycling Expenditures: Residential 1,263,562 397,716 865,847 31%- 1,263,562 Multi-Family 366,939 92,913 274,026 25%- 366,939 Commercial 2,934,555 526,053 2,408,502 18%- 2,934,555 Recycling Expenditures 4,565,056 1,016,681 3,548,375 22%- 4,565,056 Total Expenditures 37,916,440 10,727,303 27,189,137 28%- 37,916,440 Increase/ (Decrease)Amendment Description: Solid Waste and Recycling Fund Revenues:- Solid Waste and Recycling Fund Expenditures:- No amendments are proposed to Solid Waste and Recycling Fund revenues at first quarter. No amendments are proposed to Solid Waste and Recycling Fund expenditures at first quarter. At first quarter, anticipated revenues of the Solid Waste and Recycling Fund equal anticipated expenditures for fiscal year 2025/26. 9 2025/26 Variance %2025/26 Adopted Year to Date YTD Actual vs.YTD vs.Proposed 1 Qtr Amended Budget Actual Adopted Bud Budget Amendment Budget MARINE FUND Marine Revenues: Intergovernmental - - - ~- - Charges for Service 4,349,730 464,993 3,884,737 11%- 4,349,730 Judgments, Fines and Forfeits - - - ~- - Miscellaneous Revenue 270,100 103,350 166,750 38%- 270,100 Transfers In 15,000 15,000 - 100%- 15,000 Total Operating Revenues 4,634,830 583,343 4,051,487 13%- 4,634,830 Fund Equity - - - ~- - Total Revenues 4,634,830 583,343 4,051,487 13%- 4,634,830 Marine Expenditures: Marina Operations 4,634,830 850,908 3,783,922 18%- 4,634,830 Total Expenditures 4,634,830 850,908 3,783,922 18%- 4,634,830 Increase/ (Decrease)Amendment Description: Marine Fund Revenues:- Marine Fund Expenditures:- At first quarter, anticipated revenues of the Marine Fund equal anticipated expenditures for fiscal year 2025/26. First quarter revenues of the Marine Fund reflect 13%of total budget. This decrease in revenues is due to reduced occupancy during the ongoing Beach Marina Upgrade project.No amendments are proposed at this time. No amendments are proposed to Marine Fund expenditures at first quarter. For the Three Month Period of October 1, 2025 - December 31, 2025 ENTERPRISE FUNDS FIRST QUARTER REVIEW 10 2025/26 Variance %2025/26 Adopted Year to Date YTD Actual vs.YTD vs.Proposed 1 Qtr Amended Budget Actual Adopted Bud Budget Amendment Budget For the Three Month Period of October 1, 2025 - December 31, 2025 ENTERPRISE FUNDS FIRST QUARTER REVIEW CLEARWATER HARBOR MARINA FUND Clearwater Harbor Marina Revenues: Intergovernmental - - - ~- - Charges for Service 1,145,000 361,059 783,941 32%- 1,145,000 Judgments, Fines and Forfeits 300 - 300 0%- 300 Miscellaneous Revenue 88,500 28,119 60,381 32%- 88,500 Transfers In - - - ~- - Total Operating Revenues 1,233,800 389,178 844,622 32%- 1,233,800 Fund Equity - - - ~- - Total Revenues 1,233,800 389,178 844,622 32%- 1,233,800 Clearwater Harbor Marina Expenditures Clearwater Harbor Marina Operations 1,196,190 414,645 781,545 35%- 1,196,190 Total Expenditures 1,196,190 414,645 781,545 35%- 1,196,190 Increase/ (Decrease)Amendment Description: Clearwater Harbor Marina Fund Revenues:- Clearwater Harbor Marina Fund Expenditures:- No amendments are proposed to Clearwater Harbor Marina Fund revenues at first quarter. No amendments are proposed to Clearwater Harbor Marina Fund expenditures at first quarter. At first quarter, anticipated revenues of the Clearwater Harbor Marina Fund exceed anticipated expenditures by $37,610 for fiscal year 2025/26. 11 2025/26 Variance %2025/26 Adopted Year to Date YTD Actual vs.YTD vs.Proposed 1 Qtr Amended Budget Actual Adopted Bud Budget Amendment Budget For the Three Month Period of October 1, 2025 - December 31, 2025 ENTERPRISE FUNDS FIRST QUARTER REVIEW AIRPARK FUND Airpark Revenues: Intergovernmental - - - ~- - Charges for Service - - - ~- - Miscellaneous Revenue 286,720 75,419 211,301 26%- 286,720 Transfers In - - - ~- - Total Operating Revenues 286,720 75,419 211,301 26%- 286,720 Fund Equity - - - ~- - Total Revenues 286,720 75,419 211,301 26%- 286,720 Airpark Expenditures: Airpark Operations 216,320 134,897 81,423 62%- 216,320 Total Expenditures 216,320 134,897 81,423 62%- 216,320 Increase/ (Decrease)Amendment Description: Airpark Fund Revenues:- Airpark Fund Expenditures:- At first quarter, anticipated revenues of the Airpark Fund exceed anticipated expenditures by $70,400 for fiscal year 2025/26. No amendments are proposed to Airpark Fund revenues at first quarter. First quarter expenditures of the Airpark Fund reflect 62%of total budget due to outstanding purchase orders for the repair of hurricane damages at the airpark.No amendments are proposed at this time. 12 2025/26 Variance %2025/26 Adopted Year to Date YTD Actual vs.YTD vs.Proposed 1 Qtr Amended Budget Actual Adopted Bud Budget Amendment Budget For the Three Month Period of October 1, 2025 - December 31, 2025 ENTERPRISE FUNDS FIRST QUARTER REVIEW PARKING FUND Parking Revenues: Charges for Service 9,363,660 1,974,711 7,388,949 21%- 9,363,660 Judgments, Fines and Forfeits 1,621,520 378,549 1,242,971 23%- 1,621,520 Miscellaneous Revenue 615,000 281,058 333,942 46%- 615,000 Transfers In - - - ~- - Total Operating Revenues 11,600,180 2,634,318 8,965,862 23%- 11,600,180 Fund Equity - - - ~- - Total Revenues 11,600,180 2,634,318 8,965,862 23%- 11,600,180 Parking Expenditures Public Works/Parking System 7,148,089 1,937,241 5,210,848 27%38,712 7,186,801 Public Works/Parking Enforcement 1,785,149 256,158 1,528,991 14%- 1,785,149 Fire Dept/Beach Guards 1,267,117 301,420 965,697 24%- 1,267,117 M&A/Seminole Street Boat Ramp 200,455 69,590 130,865 35%- 200,455 Total Expenditures 10,400,810 2,564,409 7,836,401 25%38,712 10,439,522 Increase/ (Decrease)Amendment Description: Parking Fund Revenues:- Parking Fund Expenditures:38,712 No amendments are proposed to Parking Fund revenues at first quarter. At first quarter,amendments to Parking Fund expenditures reflect an increase of $38,712.00 to payment to agencies providing additional funding for the PSTA Jolley Trolley spring break service agreement,as approved by the Council on February 19, 2026. At first quarter, anticipated revenues of the Parking Fund exceed anticipated expenditures by $1,160,658 for fiscal year 2025/26. 13 2025/26 Variance %2025/26 Adopted Year to Date YTD Actual vs.YTD vs.Proposed 1 Qtr Amended Budget Actual Adopted Bud Budget Amendment Budget GENERAL SERVICES FUND General Services Revenues: Charges for Service 7,969,060 2,000,765 5,968,295 25%- 7,969,060 Miscellaneous Revenues 521,000 142,705 378,295 27%- 521,000 Transfers In - - - ~- - Total Operating Revenues 8,490,060 2,143,470 6,346,590 25%- 8,490,060 Fund Equity - - - ~- - Total Revenues 8,490,060 2,143,470 6,346,590 25%- 8,490,060 General Services Expenditures: Administration 793,880 191,122 602,758 24%- 793,880 Building & Maintenance 7,696,180 1,441,459 6,254,721 19%- 7,696,180 Total Expenditures 8,490,060 1,632,581 6,857,479 19%- 8,490,060 Increase/ (Decrease)Amendment Description: General Services Fund Revenues:- General Services Fund Expenditures:- INTERNAL SERVICE FUNDS FIRST QUARTER REVIEW For the Three Month Period of October 1, 2025 - December 31, 2025 At first quarter, anticipated revenues of the General Services Fund equal anticipated expenditures for fiscal year 2025/26. No amendments are proposed to General Services Fund revenues at first quarter. No amendments are proposed to General Services Fund expenditures at first quarter. 14 2025/26 Variance %2025/26 Adopted Year to Date YTD Actual vs.YTD vs.Proposed 1 Qtr Amended Budget Actual Adopted Bud Budget Amendment Budget INTERNAL SERVICE FUNDS FIRST QUARTER REVIEW For the Three Month Period of October 1, 2025 - December 31, 2025 ADMINISTRATIVE SERVICES FUND Administrative Services Revenues: Charges for Service 19,095,470 4,769,951 14,325,519 25%- 19,095,470 Miscellaneous Revenues 575,000 153,451 421,549 27%- 575,000 Transfers In - - - ~- - Total Operating Revenues 19,670,470 4,923,402 14,747,068 25%- 19,670,470 Fund Equity - - - ~- - Total Revenues 19,670,470 4,923,402 14,747,068 25%- 19,670,470 Administrative Services Expenditures: Info Tech / Admin 771,260 140,301 630,959 18%- 771,260 Info Tech / Network Ops & User Support 5,552,285 738,106 4,814,179 13%- 5,552,285 Info Tech / Network Security & Architecture 3,214,404 914,193 2,300,211 28%- 3,214,404 Info Tech / Solutions & Programming 802,089 273,868 528,221 34%- 802,089 Info Tech / Telecommunications - - - ~- - Info Tech / Enterprise Systems & Training 4,358,521 1,257,235 3,101,286 29%- 4,358,521 Public Comm / Courier 154,644 22,686 131,958 15%- 154,644 Clearwater Customer Service 4,817,267 1,139,453 3,677,814 24%- 4,817,267 Total Expenditures 19,670,470 4,485,842 15,184,628 23%- 19,670,470 Increase/ (Decrease)Amendment Description: Administrative Services Fund Revenues:- Administrative Services Fund Expenditures:- At first quarter, anticipated revenues of the Administrative Services Fund equal anticipated expenditures for fiscal year 2025/26. No amendments are proposed to Administrative Services Fund revenues at first quarter. No amendments are proposed to Administrative Services Fund expenditures at first quarter. 15 2025/26 Variance %2025/26 Adopted Year to Date YTD Actual vs.YTD vs.Proposed 1 Qtr Amended Budget Actual Adopted Bud Budget Amendment Budget INTERNAL SERVICE FUNDS FIRST QUARTER REVIEW For the Three Month Period of October 1, 2025 - December 31, 2025 GARAGE FUND Garage Fund Revenues Charges for Service 18,316,930 4,321,276 13,995,654 24%- 18,316,930 Miscellaneous Revenues 976,650 237,533 739,117 24%- 976,650 Transfers In - - - ~- - Total Operating Revenues 19,293,580 4,558,809 14,734,771 24%- 19,293,580 Fund Equity - - - ~- - Total Revenues 19,293,580 4,558,809 14,734,771 24%- 19,293,580 Garage Fund Expenditures: Fleet Maintenance 18,741,422 2,362,719 16,378,703 13%- 18,741,422 Radio Communications 552,158 81,819 470,339 15%- 552,158 Total Expenditures 19,293,580 2,444,538 16,849,042 13%- 19,293,580 Increase/ (Decrease)Amendment Description: Garage Fund Revenues:- Garage Fund Expenditures:- At first quarter, anticipated revenues of the Garage Fund equal anticipated expenditures for fiscal year 2025/26. No amendments are proposed to Garage Fund revenues at first quarter. First quarter expenditures of the Garage Fund reflect 13%of total budget due to timing of payments of interfund loans. No amendments are proposed at this time. 16 2025/26 Variance %2025/26 Adopted Year to Date YTD Actual vs.YTD vs.Proposed 1 Qtr Amended Budget Actual Adopted Bud Budget Amendment Budget INTERNAL SERVICE FUNDS FIRST QUARTER REVIEW For the Three Month Period of October 1, 2025 - December 31, 2025 CENTRAL INSURANCE FUND Central Insurance Revenues: Charges for Service 40,709,580 9,371,208 31,338,372 23%- 40,709,580 Miscellaneous Revenues 900,000 890,451 9,549 99%- 900,000 Transfers In - - - ~- - Total Operating Revenues 41,609,580 10,261,660 31,347,920 25%- 41,609,580 Fund Equity - - - ~- - Total Revenues 41,609,580 10,261,660 31,347,920 25%- 41,609,580 Central Insurance Expenditures: Finance / Risk Management 510,264 97,807 412,457 19%- 510,264 HR / Employee Benefits 516,281 105,170 411,111 20%- 516,281 HR / Employee Health Clinic 1,837,030 281,087 1,555,943 15%- 1,837,030 Non-Departmental 38,746,005 8,049,809 30,696,196 21%- 38,746,005 Total Expenditures 41,609,580 8,533,873 33,075,707 21%- 41,609,580 Increase/ (Decrease)Amendment Description: Central Insurance Fund Revenues:- Central Insurance Fund Expenditures:- No amendments are proposed to Central Insurance Fund revenues at first quarter. No amendments are proposed to Central Insurance Fund expenditures at first quarter. At first quarter, anticipated revenues of the Central Insurance Fund equal anticipated expenditures for fiscal year 2025/26. 17 CAPITAL IMPROVEMENT PROGRAM First Quarter Summary FY 2025/26 18 The amended 2025/26 Capital Improvement Program budget report is submitted for the City Council's first quarter review. The proposed amendment is a net budget increase in the amount of $26,120,786. This review provides the opportunity to examine the status of all active projects and present formal amendments to the project budgets. Fiscally significant budget increases encompassed within this review are as follows: The following are significant amendments to capital projects that are presented for the first time, not previously approved by the City Council:  Greenprint Implementation – a budget increase of $36,417 in elective pay rebates.  Police CAD Replacement – a budget increase of $246,320 in other governmental revenue.  Line Relocation – Pasco Maintenance – a budget increase of $47,201 in property owners share revenue.  Pinellas New Mains/Service Lines – a budget increase of $138,241 in property owners share revenue.  Facilities Upgrade & Improvements – a budget decrease of $56,000 in governmental revenue.  Pump Station Replacement – a budget increase of $321,672 in grant revenue awarded from the State of Florida.  Reclaimed Water Distribution – a budget increase of $164,200 in reimbursement revenue received.  Arts & Cultural Affairs Fund – a budget increase of $405,700 transferred from projects for the 1% art funding.  South Basin Attenuator – a budget increase of $86,518 in FEMA reimbursements received. Significant budget increases that have been previously approved by the City Council are listed below: Project Council Budget Increase Approval  Solar NGW Recreation & Countryside Library $949,500 11/6/25  Sanitary Sewer Extension $3,366,540 10/15/25  Sanitary Sewer R&R $19,300,000 09/18/25  Aviation Operation Center $1,100,000 01/15/26 Increase/ Amdmt Project (Decrease)Transfer Net Budget #Number Amount Amount Description Amendment Greenprint Implementation 1 C2106 36,417 (150,000) To record an increase of $36,417.17 representing elective pay rebates received,and transfer of $150,000.00 of elective pay rebate revenue to project C2602,Solar NGW Recreation &Countryside Library,as approved by council on November 6, 2025.(113,583) Solar North Greenwood Recreation & Countryside Library - NEW PROJECT 2 C2602 949,500 150,000 To establish the project and record a transfer of $150,000.00 in elective pay rebate revenue from project C2106,Greenprint Implementation,and a budget increase of $949,500.00 in grant revenue from the US Department of Energy as approved by council on November 6, 2025.1,099,500 Police CAD Replacement 3 C2201 246,320 To record a budget increase of $246,320.40 in other governmental revenue to bring the budget in line with actual receipts received.246,320 Police Equipment Replacement 4 P1802 8,250 To record a budget increase of $8,250.00 in surplus machinery &equipment revenue to bring the budget in line with actual receipts received.8,250 Line Relocation-Pinellas Maintenance 5 96365 14,894 To record a budget increase of $14,894.06 in property owners share revenue to bring the budget in line with revenues received.14,894 Line Relocation - Pasco Maintenance 6 96376 47,201 To record a budget increase of $47,201.02 in property owners share revenue to bring the budget in line with revenues received.47,201 Pinellas New Mains/Service Lines 7 96377 138,241 To record a budget increase of $138,241.03 in property owners share revenue to bring the budget in line with revenues received.138,241 CAPITAL IMPROVEMENT PROGRAM First Quarter Amendments FY 2025/26 19 Increase/ Amdmt Project (Decrease)Transfer Net Budget #Number Amount Amount Description Amendment CAPITAL IMPROVEMENT PROGRAM First Quarter Amendments FY 2025/26 Rebuild Solid Waste Administrative Complex 8 C2302 (360,155) To record a budget transfer of $400,000.00 in solid waste revenue to project C2603,Routeware Implementation,as approved by council on February 5, 2026. To record a budget transfer of $39,845.32 in solid waste revenue from project SRTS180001,Solid Waste Transfer Sation Rebuild.(360,155) Routeware Implementation - NEW PROJECT 9 C2603 400,000 To establish the project and record a budget transfer of $400,000.00 in solid waste revenue from project C2302, Rebuild Solid Waste Administrative Complex,as approved by council on February 5, 2026.400,000 Solid Waste Transfer Station Rebuild - CLOSE PROJECT 10 SRTS180001 (39,845) To record a budget transfer of 39,845.32 in solid waste revenue to project C2302,Rebuild Solid Waste Administrative Complex. This will close the project.(39,845) Sanitary Sewer Upgrades/Improvements 11 96212 1,350,000 To record a budget transfer of $750,000.00 sewer revenue from project 96630,Sanitary Sewer Extension,as approved by council on October 15, 2025. To record a budget transfer of $600,000.00 in water revenue from project 96786,Device/Equipment -Water System.1,350,000 Marshall Street Upgrades/Improvements 12 96213 (2,350,000) To record a budget transfer of $2,350,000.00 in sewer revenue to new project M2606,Senate Bill 64 Surface Water Distribution Charges.(2,350,000) East Plant Upgrades/Improvements 13 96214 (2,500,000) To record a budget transfer of $2,350,000.00 in sewer revenue to new project M2606,Senate Bill 64 Surface Water Distribution Charges. To record a budget transfer of $150,000.00 in utility R&R revenue to project M1906,Northeast Plant R&R,as approved by council on November 6, 2025.(2,500,000) Northeast Plant Upgrades/Improvements 14 96215 (2,350,000) To record a budget transfer of $2,350,000.00 in sewer revenue to new project M2606, Senate Bill 64 Plan.(2,350,000) Pump Station R&R 15 96217 (1,000,000) To record a budget transfer of $1,000,000.00 in water revenue to project 96686,Pump Station Replacement,as approved by council on February 5, 2026.(1,000,000) 20 Increase/ Amdmt Project (Decrease)Transfer Net Budget #Number Amount Amount Description Amendment CAPITAL IMPROVEMENT PROGRAM First Quarter Amendments FY 2025/26 Public Utilities Administrative Building R&R - CLOSE PROJECT 16 96523 (120,009) To record a budget transfer of $120,009.26 in utility R&R revenue to new project M2603 Water,RCW,and Well Repair and Improvements.(120,009) Sanitary Sewer Extensions 17 96630 3,366,540 (750,000) To record a budget transfer of $750,000.00 in sewer revenue to project 9612,Sanitary Sewer Upgrades/ Improvements,and to record a budget increase of $3,366,540.00 in reimbursement grant funding from FDEP for the Harbor Vista &Meadow Brook Septic to Sewer Expansion as approved by council on October 15, 2025.2,616,540 Sanitary Sewer Relocation 18 96634 (500,000) To record a budget transfer of $500,000.00 in utility R&R revenue to project 96665, Sanitary Sewer R&R.(500,000) Laboratory Upgrade R&R - CLOSE PROJECT 19 96645 (20,000) To record a budget transfer of $20,000.00 in utility R&R revenue to project 96665, Sanitary Sewer R&R.(20,000) Facilities Upgrade & Improvements 20 96654 (56,000) (11,950,000) To record a budget transfer of $11,950,000.00 in sewer revenue to new project M2606,Senate Bill 64 Surface Water Distribution Charges,and to record a budget decrease of $55,999.53 in other governmental units revenue for PBC (Performance Based Contract)NE Methane Capture due to shift in priorities.(12,006,000) Water Pollution Control R&R 21 96664 (11,500,000) To record a net decrease of $11,500,000.00 representing the following transfers;1)$10,500,000.00 in sewer revenue to new project M2605,Water Reclamation Facility Maintenance &Repair Program;2)$800,000.00 in utility R&R revenue to project M1905,Marshall Street Plant R&R; and 3)$200,000.00 in utility R&R revenue to project M1906, Northeast Plant R&R.(11,500,000) 21 Increase/ Amdmt Project (Decrease)Transfer Net Budget #Number Amount Amount Description Amendment CAPITAL IMPROVEMENT PROGRAM First Quarter Amendments FY 2025/26 Sanitary Sewer R&R 22 96665 19,300,000 8,520,000 To record the following amendments which net a budget increase of $27,820,000:1)an increase of $19,300,000 from Water &Sewer Fund reserves as approved by council on September 18,2025 (representing $5,100,000 in utility R&R revenue and $14,200,000 in sewer revenue);2)a transfer of $3,000,000.00 in water revenue from project C2214,Public Works Complex;and 3)transfers-in of utility R&R revenue of $500,000.00 from project 96634,Sanitary Sewer Relocation;$1,500,000.00 from project M1909,RO Plant at Res #2 R&R;$1,500,000.00 from project 96783, Water System Upgrades/Improvements;$1,000,000.00 from project 96784,Reclaimed Water Distribution System R&R;$20,000.00 from project 96645,Laboratory Upgrade R&R;and $1,000,000.00 from project C2408,Osceola Streetscape/ Utility Replacement.27,820,000 Pump Station Replacement 23 96686 321,672 (4,000,000) To record a transfer of $1,000,000.00 in water revenue from project 96217,Pump Station R&R as approved by council on February 5th,2026;a transfer of $5,000,000.00 in sewer revenue to new project M2604,Lift Station Point Repairs &Improvements;and to record a budget increase of $321,672.00 to recognize an approved grant for mobile generators from the State of Florida.(3,678,328) Water System Upgrades/Improvements 24 96783 (1,500,000) To record a budget transfer of $1,500,000.00 in utility R&R revenue to project 96665, Sanitary Sewer R&R.(1,500,000) Reclaimed Water Distribution System R&R 25 96784 164,200 (1,000,000) To record a transfer of $1,000,000.00 in utility R&R revenue to project 96665,Sanitary Sewer R&R,and to record a budget increase of $164,199.67 in reimbursement revenue from utility relocation to bring the budget in line with actual revenues received.(835,800) Feasibility Studies/Evaluations - Water System - CLOSE PROJECT 26 96785 (3,050,205) To record a budget transfer of $3,050,204.59 in utility R&R revenue to new project M2603 Water,RCW,and Well Repair and Improvements. This will close the project.(3,050,205) Devices/Equipment - Water - CLOSE PROJECT 27 96786 (600,000) To record a budget transfer of $600,000.00 in water revenue to project 96212,Sanitary Sewer Upgrades/ Improvements. This will close the project.(600,000) 22 Increase/ Amdmt Project (Decrease)Transfer Net Budget #Number Amount Amount Description Amendment CAPITAL IMPROVEMENT PROGRAM First Quarter Amendments FY 2025/26 Marshall Street Plant R&R 28 M1905 (9,668) 800,000 To record a budget transfer of $800,000.00 in utility R&R revenue from project 96664,Water Pollution Control R&R, and to record a budget only decrease of $9,667.87 from an insurance settlement received which is being tracked instead in storm recovery codes.790,332 Northeast Plant R&R 29 M1906 350,000 To record a budget transfer of $150,000.00 in utility R&R revenue from project 96214,East Plant Upgrades/ Improvements,as approved by council on November 6, 2025;and to record a budget transfer of $200,000.00 in utility R&R revenue from project 96664,Water Pollution Control R&R.350,000 RO Plant at Res #2 R&R 30 M1909 (1,500,000) To record a budget transfer of $1,500,000.00 in utility R&R revenue to project 96665, Sanitary Sewer R&R.(1,500,000) Utilities Building & Maintenance 31 M2103 (600,000) To record a budget transfer of $600,00.00 in water revenue to new project M2605,Water Reclamation Facility Maintenance & Repair Program.(600,000) Water RCW &Well Repair & Improvements - NEW PROJECT 32 M2603 9,170,214 To establish the project and record a budget increase of $9,170,213.85 recognizing the following transfers of utility R&R revenue:1)$3,050,204.59 from project 96785, Feasibility Studies/Evaluations -Water System;2) $120,009.26 from project 96523 Public Utilities Administrative Building R&R;and 3)$6,000,000.00 from project C2407, Nash Street.9,170,214 Lift Station Point Repairs & Improvements - NEW PROJECT 33 M2604 5,000,000 To establish the project and record a budget transfer of $5,000,000.00 in sewer revenue from project 96686,Pump Station R&R.5,000,000 Water Reclamation Facility Maintenance & Repair Program - NEW PROJECT 34 M2605 11,100,000 To establish the project and record a budget transfer of $10,500,000.00 in sewer revenue from project 96664, Water Pollution Control R&R,and $600,000.00 in water revenue from project M2103,Utilities Building & Maintenance.11,100,000 23 Increase/ Amdmt Project (Decrease)Transfer Net Budget #Number Amount Amount Description Amendment CAPITAL IMPROVEMENT PROGRAM First Quarter Amendments FY 2025/26 Senate Bill 64 Surface Water Distribution Charges. - NEW PROJECT 35 M2606 19,000,000 To establish the project and record a budget increase of $19,000,000.00 in sewer revenue transferred from the following projects:1)$2,350,000.00 from project 96213, Marshall Street Upgrades/Improvements;2)$2,350,00.00 from project 96214,East Plant Upgrades/Improvements;3) $2,350,000.00 from project 96215,Northeast Plant Upgrades/Improvements;and 4)$11,950,000.00 from project 96654, Facilities Upgrade & Improvements.19,000,000 Stormwater System Expansion 36 ENST180003 50,000 To record a budget transfer of $50,00.00 in stormwater revenue from project ENST180010,Lower Spring Branch Improvements as approved by council on October 15, 2025.50,000 Lower Spring Branch Improvements 37 ENST180010 (50,000) To record a budget transfer of $50,00.00 in stormwater revenue to project ENST180003,Stormwater System Expansion as approved by council on October 15, 2025.(50,000) Public Works Complex 38 C2214 (3,000,000) To record a budget transfer of $3,000,000.00 in water revenue to project 96665, Sanitary Sewer R&R.(3,000,000) Nash Street 39 C2407 (6,000,000) To record a budget transfer of $6,000,000.00 in utility R&R Revenue to new project M2603,Water,RCW,and Well Repair and Improvements.(6,000,000) Osceola Streetscape/Utility Replacement 40 C2408 (1,000,000) To record a budget transfer of $1,000,000.00 in utility R&R revenue to project 96665, Sanitary Sewer R&R.(1,000,000) Aviation Operation Center 41 G2307 1,100,000 To record a budget increase of $880,000.00 from FDOT grant revenue and $220,000.00 in reimbursement revenue from FlyUSA as approved by council on January 15, 2026.1,100,000 Parks & Beautification R&R 42 M2206 1,000 To record a budget increase of $1,000.00 in donation revenue to bring the budget in line with actual revenues received.1,000 24 Increase/ Amdmt Project (Decrease)Transfer Net Budget #Number Amount Amount Description Amendment CAPITAL IMPROVEMENT PROGRAM First Quarter Amendments FY 2025/26 Arts and Cultural Affairs Fund 43 A2501 405,700 To record a budget increase of $405,700.00 representing 1%art funding from capital project transfers:$200,000.00 from ENGF220001,New City Hall,$13,570.00 from G2218, ARPA State Street Park Improvements,and $192,130.00 from ENPK230001, Downtown Parking Garage.405,700 South Basin Attenuator 44 C2409 86,518 To record a budget increase of $86,517.67 in FEMA reimbursements to bring the budget in line with actual revenue received.86,518 E.C. Moore Renovations 45 C2510 740,000 To record a budget transfer of $740,000.00 in general fund revenue from project M2207,Athletic Field R&R as approved by council on January 15, 2026.740,000 Athletic Field R&R 46 M2207 (740,000) To record a budget transfer of $740,000.00 in general fund revenue to project C2510,E.C.Moore Renovations as approved by council on January 15, 2026.(740,000) 26,120,786 0 26,120,786 New City Hall ENGF220001 200,000 To record a transfer of $200,000.00 from the General Fund revenue to project A2501,Arts and Cultural Affairs Fund, representing the required 1% art funding. ARPA State Street Park Improvements G2218 13,570 To record a transfer of $13,570.00 from General Fund revenue to project A2501,Arts and Cultural Affairs Fund, representing the required 1% art funding. Downtown Parking Garage ENPK230001 192,130 To record a transfer of $192,130.00 from the capital fund revenue to project A2501,Arts and Cultural Affairs Fund, representing the required 1% art funding. TOTAL INTERFUND TRANSFERS:405,700 TOTAL INTERFUND TRANSFERS 25 CAPITAL IMPROVEMENT PROGRAM PROGRAM & STATUS SUMMARY FIRST QUARTER: OCTOBER 1, 2025 - DECEMBER 31, 2025 Budget Revised Project Open Available Amend Description 10/1/25 Amdmts Budget To Date Encumbrance Balance Status Ref Other General Government 94233 Motorized Equip-Cash 3,117,101 - 3,117,101 2,986,645 11,690 118,766 94246 Fleet Management & Mapping 710,000 - 710,000 615,964 - 94,036 94729 City-wide Connectivity 6,892,224 - 6,892,224 5,280,153 108,222 1,503,850 94736 Geographic Information Sys 1,585,997 - 1,585,997 974,455 - 611,542 94828 Financial Systems Upgrades 4,358,165 - 4,358,165 2,912,335 - 1,445,830 94829 CIS Upgrades / Replacement 1,632,376 - 1,632,376 1,311,462 134,413 186,501 94850 Backfile Conversion of Records 500,000 - 500,000 201,443 - 298,557 94857 Accela Permit & Code Enforce 1,000,000 - 1,000,000 461,612 5,115 533,273 94873 City-wide Camera System 974,000 - 974,000 502,239 - 471,761 94874 City Enterprise Timekeep Sys 478,000 - 478,000 202,802 - 275,198 94880 Granicus Agenda Mgt Sys 460,000 - 460,000 41,136 - 418,864 94883 Business Proc Review & Improve 1,500,735 - 1,500,735 761,133 33,136 706,466 C2004 Lift Stations - General Gov 2,400,000 - 2,400,000 184,797 - 2,215,203 C2006 ADA Transition Plan 1,800,000 - 1,800,000 383,657 - 1,416,343 C2007 Citywide Audio/Visual Solutions 640,053 - 640,053 132,922 23,568 483,563 C2101 North Ward Preservation 291,705 - 291,705 291,745 - (41) C2106 Greenprint Implementation 1,057,869 (113,583) 944,286 802,728 45,087 96,470 1 C2305 Fuel Site Replacement 1,000,000 - 1,000,000 941,220 - 58,780 C2503 North Ward Renovations 200,000 - 200,000 - - 200,000 C2602 Solar NGW Rec & Countryside Lib - 1,099,500 1,099,500 - 1,093,514 5,986 2 G2211 ARPA Fiber Upgrades 3,500,000 - 3,500,000 1,299,256 2,920,723 (719,979) G2214 ARPA Solar Panels 2,225,338 - 2,225,338 2,132,790 92,638 (90) ENGF220001 New City Hall 34,726,300 - 34,726,300 19,583,524 15,246,766 (103,990) ENGF230001 MSB Renovations 14,000,000 - 14,000,000 9,806,927 3,901,397 291,675 ENGF240001 Harborview Site Foundation 535,000 - 535,000 - - 535,000 315-C2412 Enterprise Asset Management 1,000,000 - 1,000,000 - - 1,000,000 C2414 General Services Roof Replace 2,510,000 - 2,510,000 2,505,725 - 4,275 C2508 Motorola Conversion 1,303,880 - 1,303,880 1,194,795 178,129 (69,044) GSBM180001 Air Cond Replace-City Wide 3,548,444 - 3,548,444 1,927,878 63,299 1,557,267 GSBM180002 Flooring for Facilities 2,377,837 - 2,377,837 2,064,115 167,081 146,641 GSBM180003 Roof Repair and Replacement 5,844,213 - 5,844,213 4,196,416 1,344,906 302,891 GSBM180004 Painting of Facilities 1,567,923 - 1,567,923 933,592 79,989 554,342 GSBM180005 Fencing of Facilities 193,170 - 193,170 134,123 22,880 36,166 GSBM180006 Light Replacement & Repair 1,148,197 - 1,148,197 891,168 - 257,029 GSBM180007 Elevator Refurbish/Modern 1,110,576 - 1,110,576 69,918 8,400 1,032,258 GSBM180008 Building Systems 3,468,377 - 3,468,377 1,606,800 89,357 1,772,221 GSBM180009 New A/C Chiller System 6,300,000 - 6,300,000 3,091,081 19,235 3,189,684 GSBM180010 General Services R&R 950,000 - 950,000 641,603 - 308,397 GSBM180011 Generator Maintenance 1,340,000 - 1,340,000 163,325 - 1,176,675 GSBM180012 General Fac Bldg Major Reno 6,285,242 6,285,242 3,085,498 383,872 2,815,872 GSFL180001 Fleet Facility R&R 1,069,520 - 1,069,520 826,820 - 242,700 L1907/M1911 IT Disaster Recovery 1,256,572 - 1,256,572 439,031 17,643 799,898 L1908/M1912 Network Infra & Server R&R 4,686,815 - 4,686,815 4,212,950 5,200 468,665 L1910 Motorized Equip Replace-LP 69,544,261 - 69,544,261 39,002,158 12,753,157 17,788,946 L1911 Garage Off Cycle Replacements 653,800 - 653,800 604,158 - 49,642 L2001/M2010 P25 Radio Equipment & Infrast 4,607,104 - 4,607,104 3,289,320 - 1,317,785 L2301 Motorized Equip Purchases-LP 11,732,735 - 11,732,735 5,623,314 1,138,359 4,971,062 M2201 Studio/Production Equip 141,344 - 141,344 - - 141,344 M2211 Neighborhood Reinvest Fund 200,000 - 200,000 20,000 - 180,000 Sub-Total 218,424,871 985,917 219,410,789 128,334,734 39,887,775 51,188,280 Actual Expenditures 26 CAPITAL IMPROVEMENT PROGRAM PROGRAM & STATUS SUMMARY FIRST QUARTER: OCTOBER 1, 2025 - DECEMBER 31, 2025 Budget Revised Project Open Available Amend Description 10/1/25 Amdmts Budget To Date Encumbrance Balance Status Ref Actual Expenditures Police Protection 94238 Police Vehicles 3,370,290 - 3,370,290 3,072,932 51,399 245,959 C2201 Police CAD Replacement 1,136,153 246,320 1,382,474 948,502 - 433,971 3 C2206 PD Equipment Facility 750,000 - 750,000 - - 750,000 C2601 PD K9 Facility 1,000,000 - 1,000,000 - - 1,000,000 M2501 PD Police Training Range R&R 150,000 - 150,000 - - 150,000 P1802 Police Equipment Replacement 1,619,325 8,250 1,627,575 1,117,770 - 509,806 4 P1902 Police Information Systems 585,000 - 585,000 426,147 - 158,853 PD00180001 Police District 3 Station 13,050,000 - 13,050,000 12,990,762 5,000 54,238 Sub-Total 21,660,769 254,570 21,915,339 18,556,112 56,399 3,302,828 Fire Protection and Rescue Services 91218 Fire Engine Replacement 6,383,272 - 6,383,272 4,979,388 3,401,578 (1,997,693) C2207 FD Equipment Facility 750,000 - 750,000 53,259 - 696,741 C2410 Fire Squad Replacement - - - - 1,714,452 (1,714,452) C2507 Fire Boat Replacement 490,000 - 490,000 - 480,969 9,031 C2509 FD Aerial Tiller Replacement - - - - 2,129,542 (2,129,542) FD00190001 Fire Station 46 - Beach 9,958,525 - 9,958,525 9,889,939 - 68,586 FD00190002 Fire Station 47 Replacement 10,383,525 - 10,383,525 10,279,808 72,353 31,364 M2005 Fire Training Tower 500,286 - 500,286 418,631 - 81,655 M2506 Fire Station Alerting System 240,000 - 240,000 - - 240,000 M2507 Fire Equipment Replacement 1,380,056 - 1,380,056 344,867 - 1,035,189 91236 Rescue Vehicle 1,175,506 - 1,175,506 545,997 1,056,882 (427,373) 91257 AED Program 414,030 - 414,030 279,236 - 134,794 L2601 Replace & Uograde Airpacks 2,200,000 - 2,200,000 - 2,122,203 77,797 ENGF190002 Beach Guard Tower 475,239 - 475,239 390,595 - 84,643 ENGF200002 Beach Guard Admin Building 330,000 - 330,000 89,488 - 240,512 Sub-Total 34,680,439 - 34,680,439 27,271,208 10,977,979 (3,568,748) Gas Utility Services 96358 Environmental Remediation 2,134,794 - 2,134,794 2,007,243 29,419 98,132 96365 Line Relocation-Pinellas Maint 911,569 14,894 926,463 610,005 - 316,458 5 96367 Gas Meter Change Out-Pinellas 5,463,000 - 5,463,000 5,018,952 - 444,048 96374 Line Relocation-Pinellas Capital 4,233,500 - 4,233,500 3,098,370 - 1,135,130 96376 Line Relocation - Pasco Maint 483,356 47,201 530,557 184,556 - 346,001 6 96377 Pinellas New Mains/Serv Lines 56,522,082 138,241 56,660,323 44,527,900 87,043 12,045,381 7 96378 Pasco New Mains/Serv Lines 37,070,305 - 37,070,305 29,241,860 13,971 7,814,474 96379 Pasco Gas Meter Change Out 2,192,821 - 2,192,821 1,357,998 - 834,823 96381 Line Reloc-Pasco-Capitalized 2,747,300 - 2,747,300 1,305,167 - 1,442,133 96384 Gas System - Pinellas Building 28,857,855 - 28,857,855 28,161,882 108,138 587,835 96385 Gas Main Extensions 1,807,845 - 1,807,845 1,622,468 - 185,377 96386 Expanded Energy Conservation 18,223,589 - 18,223,589 13,397,097 - 4,826,491 96387 Natural Gas Vehicle 7,584,584 - 7,584,584 6,675,002 - 909,582 96389 Future IMS Software & Hardware 1,550,000 - 1,550,000 361,793 - 1,188,207 96391 Gas System Pasco Building 1,200,000 - 1,200,000 3,892 - 1,196,108 C2301 Pasco Gate Station 1,500,000 - 1,500,000 10,872 - 1,489,128 323-C2412 Enterprise Asset Management 2,385,732 - 2,385,732 - - 2,385,732 M1904 Pinellas Building Equip R&R 2,100,000 - 2,100,000 - - 2,100,000 M2402 Gas - Capital Equipment 1,050,000 - 1,050,000 742,321 66,248 241,431 Sub-Total 178,018,331 200,336 178,218,667 138,327,378 304,818 39,586,471 27 CAPITAL IMPROVEMENT PROGRAM PROGRAM & STATUS SUMMARY FIRST QUARTER: OCTOBER 1, 2025 - DECEMBER 31, 2025 Budget Revised Project Open Available Amend Description 10/1/25 Amdmts Budget To Date Encumbrance Balance Status Ref Actual Expenditures Solid Waste Control Services C2005 Underground Refuse Program 1,930,862 - 1,930,862 1,312,949 144,758 473,155 C2302 Rebuild SW Adm Comp 14,980,526 (360,155) 14,620,371 16,499 - 14,603,872 8 C2411 Solid Waste Truck Wash Facility 6,536,797 - 6,536,797 230,558 291,892 6,014,346 C2603 Routeware Implementation - 400,000 400,000 - - 400,000 9 M2301 SW Facility R&R 1,330,000 - 1,330,000 744,227 141,120 444,653 SRTS180001 SW Transfer Station Rebuild 19,113,333 (39,845) 19,073,488 19,073,488 - - C 10 Sub-Total 43,891,517 - 43,891,517 21,377,720 577,770 21,936,027 Water-Sewer Combination Services 96212 Sanitary Sewer Upgrades/Impr 20,878,170 1,350,000 22,228,170 9,606,354 11,069,737 1,552,078 11 96213 Marshall Street Upgrades/Impr 20,535,187 (2,350,000) 18,185,187 14,802,396 592,340 2,790,451 12 96214 East Plant Upgrades/Improve 8,850,000 (2,500,000) 6,350,000 4,037,051 369,918 1,943,031 13 96215 N.E. Plant Upgrades/Improve 32,024,945 (2,350,000) 29,674,945 22,358,894 4,520,426 2,795,625 14 96216 Laboratory Upgrade/Improve 255,079 - 255,079 69,670 - 185,410 96217 Pump Station R&R 2,350,192 (1,000,000) 1,350,192 1,297,984 - 52,208 15 96523 Pub Utilities Adm Bldg R&R 556,703 (120,009) 436,694 436,694 - - C 16 96630 Sanitary Sewer Extension 14,394,688 2,616,540 17,011,228 12,615,157 - 4,396,071 17 96634 Sanitary Sewer Relocation 4,733,640 (500,000) 4,233,640 3,708,338 66,181 459,122 18 96645 Laboratory Upgrade & R&R 1,146,761 (20,000) 1,126,761 1,126,761 - - C 19 96654 Facilities Upgrade & Improve 23,488,416 (12,006,000) 11,482,417 10,722,668 - 759,748 20 96664 Water Pollution Control R&R 38,370,314 (11,500,000) 26,870,314 22,620,361 2,137,538 2,112,415 21 96665 Sanitary Sewer R&R 102,319,127 27,820,000 130,139,127 94,354,626 31,324,987 4,459,514 22 96686 Pump Station Replacement 25,578,322 (3,678,328) 21,899,994 16,922,090 3,023,178 1,954,726 23 96721 System R & R - Maintenance 32,928,793 - 32,928,793 22,556,463 2,806,146 7,566,184 96722 Line Relocation - Maintenance 5,456,588 - 5,456,588 3,767,703 66,181 1,622,704 96739 Reclaimed Water Dist Sys 55,039,107 - 55,039,107 52,612,497 1,697,896 728,713 96742 Line Relocation-Capitalized 19,413,095 - 19,413,095 13,853,896 5,490,441 68,757 96744 System Expansion 4,751,843 - 4,751,843 3,960,802 - 791,042 96764 RO Plant Exp Res #1 15,727,067 - 15,727,067 13,337,878 409,537 1,979,651 96767 RO Plant at Res #2 45,472,249 - 45,472,249 42,405,204 279,326 2,787,719 96767 Groundwater Replenish Fac 5,929,570 - 5,929,570 5,917,653 - 11,917 96782 RO Plant @WTP #3 3,737,644 - 3,737,644 1,827,536 - 1,910,108 96783 Water Sys Upgrades/Improve 9,223,925 (1,500,000) 7,723,925 5,015,351 1,359,278 1,349,296 24 96784 Reclaim Water Distrib Sys R&R 8,517,050 (835,800) 7,681,249 3,349,707 1,779,171 2,552,371 25 96785 Feasibility Studies/Evalu - Wtr 5,501,010 (3,050,205) 2,450,805 2,450,805 - - C 26 96786 Devices/Equipment - Water 600,000 (600,000) - - - - C 27 321-C2412 Enterprise Asset Management 1,987,209 - 1,987,209 1,197,229 - 789,980 G2206 Portable Generators 771,000 - 771,000 212,380 - 558,620 M1905 Marshall Street Plant R&R 1,669,668 790,332 2,460,000 1,339,504 180,066 940,430 28 M1906 Northeast Plant R&R 7,187,060 350,000 7,537,060 1,084,570 6,244,425 208,065 29 M1907 East Plant R&R 4,082,637 - 4,082,637 3,346,052 663,224 73,361 M1908 RO Plant Exp Res #1 R&R 2,150,000 - 2,150,000 134,437 1,155,957 859,606 M1909 RO Plant at Res #2 R&R 2,700,000 (1,500,000) 1,200,000 431,405 - 768,595 30 M1910 Water Treatment Plant #3 R&R 898,851 - 898,851 152,278 - 746,573 M2103 Utilities Bldg & Maint 2,714,350 (600,000) 2,114,350 746,817 97,004 1,270,530 31 M2603 Water RCW &Well Repair & Imprv.- 9,170,214 9,170,214 - - 9,170,214 32 M2604 Lift Station Point Repairs & Imprv.- 5,000,000 5,000,000 - - 5,000,000 33 M2605 WRF Maintenance & Repair Program - 11,100,000 11,100,000 - - 11,100,000 34 M2606 Senate Bill 64 Surf Water Dist Chgs - 19,000,000 19,000,000 - - 19,000,000 35 Sub-Total 531,940,259 33,086,744 546,027,003 394,379,209 75,332,957 76,314,837 28 CAPITAL IMPROVEMENT PROGRAM PROGRAM & STATUS SUMMARY FIRST QUARTER: OCTOBER 1, 2025 - DECEMBER 31, 2025 Budget Revised Project Open Available Amend Description 10/1/25 Amdmts Budget To Date Encumbrance Balance Status Ref Actual Expenditures Flood Protection/SW Management C1908 Stormwater Vehicles & Equip 8,564,092 - 8,564,092 8,564,092 - - C 319-C2412 Enterprise Asset Management 800,000 - 800,000 - - 800,000 ENST180001 Stormwater Pipe System Improve 27,123,916 - 27,123,916 9,292,430 7,362,585 10,468,901 ENST180002 Allen's Creek 5,294,982 - 5,294,982 2,858,045 4,260 2,432,677 ENST180003 Stormwater System Expansion 754,932 50,000 804,932 788,512 - 16,420 36 ENST180004 Stevenson Creek 6,286,276 - 6,286,276 629,723 4,260 5,652,293 ENST180005 Coastal Basin 5,297,586 - 5,297,586 3,021,203 101,745 2,174,638 ENST180006 Alligator Creek Watershed 2,971,197 - 2,971,197 881,003 73,150 2,017,045 ENST180010 Lower Spring Branch Improve 6,109,000 (50,000) 6,059,000 490,745 228,151 5,340,104 37 ENST240001 North Beach Pump Station 12,851,080 - 12,851,080 163,845 1,240,311 11,446,925 Sub-Total 76,053,061 - 76,053,061 26,689,596 9,014,462 40,349,003 Other Physical Environment 93422 Dredging of City Waterways 1,646,204 - 1,646,204 483,487 - 1,162,717 C2214 Public Works Complex 15,366,468 (3,000,000) 12,366,468 - - 12,366,468 38 ENGF180006 City-wide Docks and Seawall 4,286,739 - 4,286,739 2,314,490 246,175 1,726,075 ENGF180011 Environment Assmt & Clean 1,349,664 - 1,349,664 181,010 1,297 1,167,357 ENGF180014 Seminole Boat Launch Improve 6,752,000 - 6,752,000 4,551,593 522,751 1,677,657 M2002 Environ Prk Remediate & Protect 1,350,000 - 1,350,000 455,611 6,500 887,889 M2006 Right of Way Tree Mgt Prog 1,700,000 - 1,700,000 857,421 - 842,579 M2210 CW Municipal Cemetery Reno 770,000 - 770,000 354,783 209,020 206,197 Sub-Total 33,221,075 (3,000,000) 30,221,075 9,198,396 985,742 20,036,938 Road and Street Facilities C2102 Fort Harrison Reconstruction 27,740,926 - 27,740,926 2,993,778 5,964,570 18,782,578 C2407 Nash Street 14,414,016 (6,000,000) 8,414,016 92,184 192,392 8,129,440 39 C2408 Osceola Streetscape/Util Rplace 14,211,172 (1,000,000) 13,211,172 1,394,229 921,773 10,895,170 40 C2506 Drew Street 3,000,000 - 3,000,000 - - 3,000,000 ENRD180002 Bridge Maintenance & Improve 13,486,747 - 13,486,747 4,701,726 80,908 8,704,114 ENRD180004 Streets and Sidewalks 40,993,994 - 40,993,994 26,920,309 2,773,668 11,300,018 ENRD180005 City-Wide Intersection Improve 4,222,907 - 4,222,907 1,560,365 6,931 2,655,610 ENRD180006 Traffic Signals 3,320,280 - 3,320,280 1,575,560 403 1,744,317 ENRD180007 Traffic Safety Infrastructure 2,769,119 - 2,769,119 1,305,336 177,582 1,286,201 ENRD240001 ATMS Infrastructure Upgrades 600,000 - 600,000 460,946 18,027 121,027 ENRD250001 Quiet Zone Compliance 1,500,000 - 1,500,000 - - 1,500,000 Sub-Total 126,259,161 (7,000,000) 119,259,161 41,004,433 10,136,254 68,118,475 Airports 94817 Airpark Maint & Repair 533,445 - 533,445 436,258 - 97,187 G1901 Replace Hangar C 1,305,000 - 1,305,000 1,264,714 - 40,286 G2108 Security System Upgrade 228,000 - 228,000 135,286 - 92,714 G2306 Apron Relayment 2,472,235 - 2,472,235 219,054 97,260 2,155,921 G2307 Aviation Operation Center 7,550,000 1,100,000 8,650,000 360,296 116,099 8,173,605 41 G2401 Airpark Hangars - New 4,779,300 - 4,779,300 3,403 - 4,775,897 G2409 Airpark Property Survey 100,000 - 100,000 97,810 - 2,190 G2508 Airpark Beacon 110,000 - 110,000 46,483 49,449 14,069 G2509 Airpark Emergency Generator 500,000 - 500,000 51,000 9,000 440,000 G2601 Airpark Apron Construction 400,000 - 400,000 - - 400,000 G2602 Master Plan & ALP Update 10,000 - 10,000 - - 10,000 G2603 Repaint Run & Taxiway Markings 40,000 - 40,000 - - 40,000 G2605 Renovation of Aircraft Hangars 52,500 - 52,500 - - 52,500 Sub-Total 18,080,480 1,100,000 19,180,480 2,614,304 271,807 16,294,369 29 CAPITAL IMPROVEMENT PROGRAM PROGRAM & STATUS SUMMARY FIRST QUARTER: OCTOBER 1, 2025 - DECEMBER 31, 2025 Budget Revised Project Open Available Amend Description 10/1/25 Amdmts Budget To Date Encumbrance Balance Status Ref Actual Expenditures Parking Facilities 335-C2412 Enterprise Asset Management 200,000 - 200,000 - - 200,000 C2502 Gotham Development Agrmnt 22,000,000 - 22,000,000 5,000,000 - 17,000,000 ENPK180001 Parking Lot Resurfacing 1,058,476 - 1,058,476 141,821 - 916,656 ENPK180002 Parking Lot Improvements 1,768,802 - 1,768,802 868,696 - 900,107 ENPK180003 Parking Facilities 5,655,348 - 5,655,348 2,970,076 26,420 2,658,852 ENPK230001 Downtown Parking Garage 25,700,000 - 25,700,000 2,026,789 19,630,415 4,042,796 ENPK250001 Beach Marina Parking Garage 3,000,000 - 3,000,000 - - 3,000,000 M2102 Seminole Boat Launch Maint 841,433 - 841,433 45,180 - 796,254 Sub-Total 60,224,060 - 60,224,060 11,052,561 19,656,835 29,514,664 Other Transportation 93415 Waterway Maintenance 1,450,000 - 1,450,000 980,392 4,900 464,708 G2410 Water Transprtn Ferry Grant 1,000,000 - 1,000,000 930,086 25,838 44,076 92842 City Wayfinding Project 2,050,000 - 2,050,000 1,736,333 - 313,667 C2501 City Shorelines 200,000 - 200,000 - - 200,000 ENGF180002 Downtown Intermodal 54,515 - 54,515 8,437 - 46,078 ENGF180003 Miscellaneous Engineering 754,146 - 754,146 436,854 36,118 281,174 ENGF180004 Survey Equipment Replace 125,288 - 125,288 59,764 - 65,524 ENGF180013 Imagine Clearwater 84,661,322 - 84,661,322 84,741,948 60,394 (141,020) Sub-Total 90,295,271 - 90,295,271 88,893,815 127,250 1,274,206 Libraries 93534 Library FF&E Repair & Replace 780,299 - 780,299 420,569 65,732 293,999 94861 Library Technology 1,675,000 - 1,675,000 1,370,891 - 304,109 C2211 Main Library Renovation 775,000 - 775,000 64,700 - 710,300 Sub-Total 3,230,299 - 3,230,299 1,856,159 65,732 1,308,408 Culture & Recreation 93133 Park Land Acquisition 4,344,351 - 4,344,351 4,324,332 - 20,018 93272 Bicycle Paths-Bridges 6,870,232 - 6,870,232 6,015,518 2,185 852,529 93602 Sp Events Equip Rep & Rplcmnt 485,000 - 485,000 483,169 - 1,831 93618 Misc Park & Rec Contract 1,315,000 - 1,315,000 1,115,863 56,133 143,004 C1904 Ruth Eckerd Hall 8,500,000 - 8,500,000 7,000,000 - 1,500,000 C2002 Ed Wright/Norton Park Reno 855,272 - 855,272 - - 855,272 C2202 Long Center Major Reno 17,500,000 - 17,500,000 7,172,928 9,232,722 1,094,350 C2209 Neighborhood Park Reno 700,000 - 700,000 - - 700,000 C2403 McKay Playfield Improve 1,950,930 - 1,950,930 1,851,894 - 99,036 C2404 Edgewater Drive Park Impv 1,050,000 - 1,050,000 101,850 14,250 933,900 C2405 Moccasin Lake Nature Park 100,000 - 100,000 - - 100,000 C2406 Pour-in-place Playgrnd Safe Prg 600,000 - 600,000 321,606 - 278,394 C2512 Landscape Reno and Repairs 800,000 - 800,000 40,322 43,176 716,503 G2218 ARPA State Street Park Impv 1,549,662 - 1,549,662 870,270 648,427 30,965 G2507 Missouri Ave Medians 550,000 - 550,000 - - 550,000 M2206 Parks & Beautification R&R 6,987,875 1,000 6,988,875 4,598,867 682,310 1,707,699 42 M2401 Amphitheater Repair & Impv 2,418,000 - 2,418,000 96,333 - 2,321,667 M2502 Coachman Park Improvements 800,000 - 800,000 40,500 23,132 736,368 ENGF180007 Phillip Jones Park Renovations 1,078,726 - 1,078,726 935,411 82,733 60,582 A2501 Arts and Cultural Affairs Fund 632,354 405,700 1,038,054 63,117 177,200 797,737 43 93410 Clwr Harbor Marina Maint R&R 674,626 - 674,626 484,167 - 190,459 93420 Fuel System R & R 382,752 - 382,752 204,216 36,850 141,685 C1905 Beach Marina Upgrade 48,135,201 - 48,135,201 25,694,752 24,297,230 (1,856,781) C1906 Clw Harbor Marina Repl & Up 4,095,695 - 4,095,695 2,594,994 129,247 1,371,454 C2001 Athletic Flds & Fac Reno/Imprv 10,550,000 - 10,550,000 - - 10,550,000 30 CAPITAL IMPROVEMENT PROGRAM PROGRAM & STATUS SUMMARY FIRST QUARTER: OCTOBER 1, 2025 - DECEMBER 31, 2025 Budget Revised Project Open Available Amend Description 10/1/25 Amdmts Budget To Date Encumbrance Balance Status Ref Actual Expenditures Culture & Recreation (continued) C2402 Frank Tack Improvements 750,000 - 750,000 - - 750,000 C2409 South Basin Attenuator 450,148 86,518 536,665 265,182 56,924 214,559 44 C2504 Countryside Pickleball 1,250,000 - 1,250,000 - 49,000 1,201,000 C2505 Sports Lighting Retrofit 540,000 - 540,000 - - 540,000 C2510 E.C. Moore Renovations 1,160,000 740,000 1,900,000 - - 1,900,000 45 M1902 Marine Fac Maint Dock R&R 824,527 - 824,527 666,440 16,392 141,695 M2204 Carpenter & BayCare R&R 9,481,513 - 9,481,513 3,511,577 960,434 5,009,502 M2205 Recreation Center R&R 3,748,601 - 3,748,601 1,105,413 2,135,555 507,634 M2207 Athletic Field R&R 4,477,568 (740,000) 3,737,568 1,641,423 226,460 1,869,685 46 M2208 Beach Walk/Pier 60 Park R&R 4,051,312 - 4,051,312 1,741,067 5,050 2,305,195 M2504 Sailing Center R&R 650,000 - 650,000 192 - 649,808 M2505 Pier 60 R&R 5,047,858 - 5,047,858 - - 5,047,858 Sub-Total 155,357,201 493,218 155,850,419 72,941,402 38,875,410 44,033,607 TOTAL ALL PROJECTS 1,591,336,795 26,120,786 1,598,457,581 982,497,026 206,271,189 409,689,365 31 Increase/ Amdmt Program (Decrease)Intrafund Net Budget Number Number Amount Transfer Amount Description Amendment General Government Programs Nagano Sister City Program - CLOSE PROGRAM 1 99928 7,537 To record a budget increase of $7,536.60 representing refunds received from the Nagano trip which will bring the budget in line with receipts. The remaining available funding in this program is being transferred to establish new program A2601,Sister Cities Fund, this historical program will be closed.7,537 Sister Cities Fund - NEW PROGRAM 2 A2601 142,099 To establish the program and record a budget increase of $142,098.82 transferred from the historical program (99928, Nagano Sister City Program).This new program is being established to account for all sister cities program activities.142,099 Feasibility Study 3 M2403 160,000 To record a budget increase of $100,000.00 of unallocated Special Program Fund reserves as approved by the Council on October 15, 2025. Amendments also include an increase of $60,000.00 from unallocated Special Program Fund reserves to fund the costs of financial advisors/bond counsel as needed for the program.160,000 General Government Totals:309,635 - 309,635 Public Safety Programs Foreclosure Registry - Nuisance Abatement 4 98609 4,400 To record a budget increase of $4,400.00,which represents foreclosure registry fees collected to date,to bring the budget in line with actual receipts.4,400 Police Extra Duty 5 99215 885,467 To record a budget increase of $885,466.82 in police service revenue to bring the budget in line with actual receipts.885,467 Police Recruitments 6 99279 3,000 To record a budget increase of $3,000.00 of reimbursed training costs, which will bring the budget in line with receipts.3,000 Federal Forfeiture Treasury 7 99281 1,057 To record a budget increase of $1,057.07 in interest earnings, which will bring the budget in line with actual receipts.1,057 Special Program Fund First Quarter Amendments FY 2025/26 32 Increase/ Amdmt Program (Decrease)Intrafund Net Budget Number Number Amount Transfer Amount Description Amendment Special Program Fund First Quarter Amendments FY 2025/26 Public Safety Programs (continued) Police Education Fund 8 99317 19,830 To record a budget increase of $19,829.83 in police education fine revenue,which will bring the budget in line with actual receipts.19,830 Investigative Recovery Costs 9 99329 67,873 To record a budget increase of $67,872.85 in fines,forfeitures, and penalties revenue to bring the budget in line with actual receipts. 67,873 Florida Contraband Forfeiture Fund 10 99330 55,508 To record a budget increase of $37,678.96 in fines,forfeitures, and penalties revenue,$9,600.00 in surplus revenue from auction proceeds,and $8,229.40 in interest earnings to bring the budget in line with actual receipts.55,508 Vehicle Replacement Fund 11 99350 53,921 To record a budget increase of $53,920.50 transferred from 99215,Police Extra Duty,representing revenue collected for vehicle usage on extra duty jobs.53,921 Safe Neighborhood Program 12 99356 82,021 To record an increase of $12,020.85 representing donation revenues received and an increase of $70,000.00 transferred from 99330,Florida Contraband Forfeiture Fund,to support community outreach programs.82,021 Crime Prevention Program 13 99364 10,000 To record an increase of $10,000.00 transferred from 99330, Florida Contraband Forfeiture Fund,to support community outreach programs.10,000 Federal Forfeiture Sharing 14 99387 43,912 To record an increase of $28,319.71 in governmental revenues from the US Department of Justice,and $15,592.27 in interest earnings to bring the budget in line with actual receipts.43,912 Police SAFE Grant - CLOSE PROGRAM 15 G2411 (367,841) To record a budget decrease of $367,841.22 in governmental revenues, this program is complete and will be closed.(367,841) Pedestrian/Bicycle Safety Grant 2026 - NEW PROGRAM 16 G2510 22,969 To establish the program and record a budget increase of $22,969.15 to recognize the grant award approved from the University of North Florida Training and Services Institute as 22,969 33 Increase/ Amdmt Program (Decrease)Intrafund Net Budget Number Number Amount Transfer Amount Description Amendment Special Program Fund First Quarter Amendments FY 2025/26 Public Safety Programs (continued) FDOT Speeding & Aggressive Driving Grant - NEW PROGRAM 17 G2606 75,000 To establish the program and record a budget increase of $75,000.00 to recognize the grant award approved from the Florida Department of Transportation (FDOT) as approved by 75,000 Police SAFE Grant - NEW PROGRAM 18 G2608 440,000 To establish the program and record a budget increase of $440,000.00 to recognize the grant award approved from the Florida Department of Law Enforcement (FDLE).440,000 Mental Health Co-Responder Team 19 P2101 94,667 To record a budget increase of $94,667.22 transferred from M2209,Opioid Settlement Funds representing McKinsey funds received and interest earned to be used in funding of the mental health unit.94,667 FBI Overtime Reimbursement 20 P2203 15,000 To record a budget increase of $15,000.00 in reimbursement revenue from the Federal Bureau of Investigation (FBI)to account for special duty assignments.15,000 Public Safety Program Totals:1,506,783 - 1,506,783 Physical Environment Programs Tree Replacement Program 21 99970 124,552 To record a budget increase of $124,552.00 in fines,forfeiture, and penalties revenue to bring the budget in line with actual receipts.124,552 Physical Environment Program Totals:124,552 - 124,552 34 Increase/ Amdmt Program (Decrease)Intrafund Net Budget Number Number Amount Transfer Amount Description Amendment Special Program Fund First Quarter Amendments FY 2025/26 Economic Environment Programs P3 Program - NEW PROGRAM 22 M2601 25,000 To establish the program and recognize an increase of $25,000 in application fee revenue to bring the budget in line with receipts to date.25,000 Brownfield RLF Grant - NEW PROGRAM 23 G2609 470,911 To establish the program and record a budget increase of $470,911.00 in Revolving Loan Fund (RLF)grant revenues awarded from the Environmental Protection Agency (EPA).470,911 Economic Environment Program Totals:495,911 - 495,911 Human Services Programs JWB Youth Programming 24 G2107 569,723 To record a budget increase of $569,723.00 in governmental revenue from the Juvenile Welfare Board (JWB)for fiscal year 25/26 youth programming as approved by the Council on September 18, 2025.569,723 ARPA Education Grants & Partnerships - CLOSE PROGRAM 25 G2217 12,718 To record a budget increase of $12,718.07 in refunds received to bring the budget in line with actual receipts.This program is complete and will be closed.12,718 JWB After School Programs 26 G2607 334,668 To establish the program,record a budget increase of $334,668.00 in governmental revenue from the Juvenile Welfare Board (JWB),and an increase of 5.2 FTE's for after school youth programming as approved by the Council on November 6, 2025.334,668 Opioid Settlement Funds 27 M2209 6,959 To record a budget increase of $6,958.56 in interest earnings to bring the budget in line with revenues received to date.6,959 Human Services Program Totals:924,068 - 924,068 35 Increase/ Amdmt Program (Decrease)Intrafund Net Budget Number Number Amount Transfer Amount Description Amendment Special Program Fund First Quarter Amendments FY 2025/26 Culture and Recreation Programs Library Special Account 28 99910 53,993 To record a budget increase of $53,992.88 in donation revenue to bring the budget in line with actual receipts.53,993 Clearwater for Youth Grants 29 G1907 100 To record a budget increase of $100.00 in donation revenue for youth programs.This will bring the budget in line with actual receipts.100 FY26 Special Events - NEW PROGRAM 30 PRSE260001 401,059 To establish the annual program and record a budget increase of $104,926.83 transferred from E2501, FY25 Special Events. Amendments also include budget increases for special event revenues (sales,sponsorships,and reimbursements)received to date this fiscal year which include:$235,303.49 from the Turkey Trot;$45,301.23 from events for Mama Duck;and $15,527.87 from the Sea Blues Festival.401,059 Culture and Recreation Program Total:455,152 - 455,152 3,816,102 - 3,816,102 Intrafund/Interfund Transfers Nagano Sister City Program - CLOSE PROGRAM 99928 142,099 To record a transfer of $142,098.82,representing the available balance,to new program A2601,Sister Cities Fund.This historical program will be closed. Police Extra Duty 99215 53,921 To record a transfer of $53,920.50 to 99350,Vehicle Replacement,representing revenue collected for vehicle usage on extra duty jobs. Florida Contraband Forfeiture Fund 99330 80,000 To record transfers of fines,forfeiture,and penalty revenue of $70,000.00 to 99356,Safe Neighborhood Program;and $10,000.00 to 99364, Crime Prevention Program. FY25 Special Events - CLOSE PROGRAM E2501 104,927 To record a transfer of $104,926.83 to program PRSE260001, FY26 Special Events. This prior year program will be closed. Opioid Settlement Funds M2209 94,667 To record a transfer of $94,667.22 to program P2101,Mental Health Co-Responder Team.This represents McKinsey funds received and interest earned to be used in funding of the mental health unit. Total Interfund Transfers:475,613 Total Budget Increase/(Decrease): 36 SPECIAL PROGRAM STATUS SUMMARY FIRST QUARTER: OCTOBER 1, 2025 - DECEMBER 31, 2025 Actual Expenditures Original Revised Project Open Available Amend Description Budget Amdmt Budget To Date Encumbr Balance Status Ref GENERAL GOVERNMENT PROGRAMS 99857 Stimulus-Elctrnc Plan Submit & Revw 289,000 - 289,000 149,927 - 139,073 99928 Nagano Sister City Program 453,659 7,537 461,195 461,195 - (0) C 1 A2601 Sister Cities Fund 37,380 142,099 179,479 6,591 - 172,887 2 M1913 Lien Foreclosure Program 1,318,484 - 1,318,484 620,324 - 698,159 M2101 Planning Studies Fund 1,675,000 - 1,675,000 919,185 96,269 659,546 M2403 Feasibility Study 504,000 160,000 664,000 574,788 59,249 29,962 3 M2404 Property Use/Surplus Planning 200,000 - 200,000 - - 200,000 Sub-Total 4,477,522 309,635 4,787,157 2,732,011 155,518 1,899,628 PUBLIC SAFETY PROGRAMS 98609 Foreclosure Registry-Nuisance Abtmnt 208,400 4,400 212,800 22,163 - 190,638 4 99215 Police Extra Duty 10,823,205 885,467 11,708,672 11,633,939 - 74,733 5 99279 Police Recruitments 414,010 3,000 417,010 285,506 - 131,504 6 99281 Fed Forfeitures - Treasury 198,603 1,057 199,660 160,579 - 39,081 7 99316 Police Volunteers 183,519 - 183,519 148,682 - 34,837 99317 Police Education Fund 1,523,335 19,830 1,543,165 1,326,567 - 216,598 8 99329 Investigative Recovery Costs 3,330,481 67,873 3,398,353 2,979,280 6,000 413,073 9 99330 FL Contraband Forfeiture Fund 1,587,675 55,508 1,643,184 1,370,510 - 272,673 10 99350 Vehicle Replacement Fund 1,317,332 53,921 1,371,252 910,592 152,327 308,333 11 99356 Safe Neighborhood Program 1,592,703 82,021 1,674,724 1,591,263 - 83,461 12 99364 Crime Prevention Program 266,609 10,000 276,609 265,331 - 11,278 13 99387 Federal Forfeiture Sharing 2,713,700 43,912 2,757,612 2,106,139 - 651,473 14 99927 Emergency Operations 5,251,908 - 5,251,908 3,279,931 - 1,971,977 D2302 Hurricane Idalia 1,387,559 1,387,559 247,219 - 1,140,341 D2401 Hurricane Debby 12,718 - 12,718 148,851 - (136,133) D2402 Hurricane Helene - - - 4,549,048 - (4,549,048) D2501 Hurricane Milton - - - 2,033,440 - (2,033,440) G2411 Police SAFE Grant 543,000 (367,841) 175,159 169,513 - 5,645 15 G2510 Ped/Bicycle Safety Grant 2026 - 22,969 22,969 16,396 - 6,574 16 G2606 FDOT Speeding & Aggrsve Drv Grnt - 75,000 75,000 14,980 - 60,020 17 G2608 PD SAFE Grant 2026 - 440,000 440,000 - - 440,000 18 P1801 School Resource Officers 4,922,475 - 4,922,475 4,591,830 - 330,646 P2101 Mental Health Co-Responder Team 958,442 94,667 1,053,109 784,800 - 268,309 19 P2201 DEA OT Reimbursement Program 75,000 - 75,000 67,909 - 7,091 P2202 ESST OT Reimbursement Program 8,000 - 8,000 2,546 - 5,454 P2203 FBI OT Reimbursement Program 45,000 15,000 60,000 55,552 - 4,448 20 P2204 Secret Service OT Reimb Program 50,000 - 50,000 45,382 - 4,618 P2301 The Sound Acoustic Study 168,500 - 168,500 153,183 - 15,317 P2302 PSO - Countryside Christian 259,920 - 259,920 217,768 - 42,152 Sub-Total 37,842,094 1,506,783 39,348,877 39,178,898 158,327 11,652 PHYSICAL ENVIRONMENT PROGRAMS 99970 Tree Replacement Program 2,349,450 124,552 2,474,002 1,148,808 15,418 1,309,777 21 Sub-Total 2,349,450 124,552 2,474,002 1,148,808 15,418 1,309,777 TRANSPORTATION PROGRAMS M2503 Clearwater Ferry - PSTA 100,000 - 100,000 4,785 - 95,215 Sub-Total 100,000 - 100,000 4,785 - 95,215 ECONOMIC ENVIRONMENT PROGRAMS 99802 Brownfield Revolving Loan 1,216,732 - 1,216,732 420,381 - 796,351 99846 Economic Development - QTI 166,879 - 166,879 71,591 - 95,288 G2010 CDBG-CV Fund 1,549,338 - 1,549,338 1,349,459 - 199,879 M2009 Afford Housing & Comm Development 290,853 - 290,853 59,687 - 231,166 M2105 ED Strategic Plan 153,896 - 153,896 - - 153,896 M2405 Amplify Sublease Agreement 250,000 - 250,000 150,000 100,000 - 37 SPECIAL PROGRAM STATUS SUMMARY FIRST QUARTER: OCTOBER 1, 2025 - DECEMBER 31, 2025 Actual Expenditures Original Revised Project Open Available Amend Description Budget Amdmt Budget To Date Encumbr Balance Status Ref ECONOMIC ENVIRONMENT PROGRAMS (CONTINUED) M2601 P3 Program - 25,000 25,000 - - 25,000 22 G2207 Brownfield MAC Grant 300,000 - 300,000 254,165 - 45,835 G2209 Duke Energy ED Grant 50,000 - 50,000 26,443 - 23,557 G2210 ARPA North Greenwood CRA 5,000,000 - 5,000,000 4,992,188 7,813 - G2212 ARPA Affordable Housing 3,300,000 - 3,300,000 2,892,764 - 407,236 G2301 Public Facilities 2023 694,390 - 694,390 692,123 - 2,268 G2402 Public Facilities 2024 1,098,895 - 1,098,895 1,094,677 - 4,218 G2408 HOME-ARP 1,637,567 - 1,637,567 14,877 - 1,622,690 G2501 Public Facilities 2025 444,517 - 444,517 236,177 - 208,339 G2503 Program Administration 2025 187,424 - 187,424 185,848 - 1,577 G2609 Brownfield RLF Grant - 470,911 470,911 62,327 - 408,584 23 G2610 Public Facilities 2026 707,413 - 707,413 12,705 355,474 339,234 G2611 Economic Development 2026 287,653 - 287,653 1,250 20,000 266,403 G2612 Program Administration 2026 190,738 - 190,738 107,698 8,541 74,499 G2613 Housing/Infill 2026 188,314 - 188,314 - - 188,314 G2614 Public Services 2026 138,883 - 138,883 - 115,735 23,148 Sub-Total 17,853,494 495,911 18,349,405 12,624,360 607,562 5,117,482 HUMAN SERVICES PROGRAMS 98601 Next Steps to Better Nutrition 9,000 - 9,000 9,000 - - C 99562 HUD Special Education 30,000 - 30,000 27,600 - 2,400 99844 United Way 22,580 - 22,580 13,509 - 9,070 99869 Health Prevention Program 190,269 - 190,269 180,134 - 10,135 G2107 JWB Youth Programming 2,704,560 569,723 3,274,283 2,485,628 - 788,655 24 G2217 ARPA Education Grants & Partnerships 750,000 12,718 762,718 762,718 - - C 25 G2607 JWB After School Programs - 334,668 334,668 41,351 - 293,317 26 M2209 Opioid Settlement Funds 522,751 6,959 529,709 529,709 - 0 27 Sub-Total 4,229,159 924,068 5,153,227 4,049,650 - 1,103,577 CULTURE AND RECREATION PROGRAMS 98608 Clark-Turner Trust (Library)106,077 - 106,077 12,700 - 93,377 99910 Library Special Account 1,007,498 53,993 1,061,491 976,287 - 85,204 28 C2303 Library - Machan Estate 1,176,297 - 1,176,297 - - 1,176,297 G1907 Clearwater for Youth Grants 136,587 100 136,687 107,832 - 28,856 29 E2501 FY25 Special Events 387,338 - 387,338 387,338 - (0) C PRSE260001 FY26 Special Events 70,000 401,059 471,059 339,151 - 131,908 30 M2606 Sponsorship & Naming Rights - - - - - - Sub-Total 2,883,797 455,152 3,338,950 1,823,308 - 1,515,642 TOTAL ALL PROGRAMS 69,735,516 3,816,102 73,551,618 61,561,819 936,825 11,052,973 38 City of Clearwater SPECIAL DEVELOPMENT FUND First Quarter Amendments FY 2025/26 Increase/ (Decrease)Description Revenues - No amendments are proposed to Special Development Fund revenues at first quarter. -$ Net Revenue Amendments Expenditures No amendments are proposed to Special Development Fund expenditures at first quarter. -$ Net Expenditure Amendments 39 SPECIAL REVENUE FUNDS First Quarter: October 1, 2025 - December 31, 2025 Original First Quarter Budget Amended Budget 2025/26 2025/26 Amendments Revenues: Ad Valorem Taxes 5,200,200 5,200,200 - Infrastructure Tax 17,030,000 17,030,000 - Interest Earnings 416,000 416,000 - Recreation Facility Impact Fees 76,620 76,620 - Multi-Modal Impact Fees 250,000 250,000 - Local Option Fuel Tax 1,427,150 1,427,150 - Allocation of Assigned Fund Balance 732,630 732,630 - 25,132,600 25,132,600 - Expenditures: Transfer to Capital Improvement Fund Road Millage 5,191,750 5,191,750 - Infrastructure Tax 3,400,000 3,400,000 - Recreation Facility Impact Fees 342,630 342,630 - Parks & Recreation Impact Fees 76,620 76,620 - Multi-Modal Impact fees 640,000 640,000 - Local Option Fuel Tax 1,427,150 1,427,150 - Infrastructure Tax - Debt on Internal Loans 5,000,000 5,000,000 - 16,078,150 16,078,150 - Revenues: CDBG/Home Funds 925,890 925,890 - Interest Earnings 244,000 275,837 31,837 Intergovernmental Revenue - 1,588,750 1,588,750 Charges for Service Revenue - 914,867 914,867 Judgments, Fines and Forfeit Revenue - 249,934 249,934 Miscellaneous Revenue - 395,101 395,101 Transfers from General Fund: Sister City Program 37,380 37,380 - Planning Study Fund 250,000 250,000 - United Way Campaign Fund 1,500 1,500 - Special Events 70,000 70,000 - Police Recruitments 60,000 60,000 - School Resource Officers 210,000 210,000 - Police Mental Health Co-Responder Team 199,000 199,000 - Transfers from Special Programs - 475,613 475,613 Allocation of Unassigned Fund Balance - 160,000 160,000 1,997,770 5,813,872 3,816,102 Expenditures: General Government 287,380 597,015 309,635 Public Safety 469,000 1,975,783 1,506,783 Physical Environment - 124,552 124,552 Transportation - - - Economic Environment 622,422 1,118,333 495,911 Human Services 1,500 925,568 924,068 Culture and Recreation 70,000 525,152 455,152 Interfund Transfers 303,468 303,468 1,753,770 5,569,872 3,816,102 SPECIAL DEVELOPMENT FUND SPECIAL PROGRAM FUND 40 SPECIAL REVENUE FUNDS First Quarter: October 1, 2025 - December 31, 2025 Original First Quarter Budget Amended Budget 2025/26 2025/26 Amendments Revenues: HOME Investment Partnerships 383,225 383,225 - State Housing Initiatives Partnerships 907,085 907,085 - Total - HOME/SHIP Funds 1,290,310 1,290,310 - Expenditures: Economic Environment 935,017 935,017 - Interfund Transfers 355,293 355,293 - Total - HOME/SHIP Programs 1,290,310 1,290,310 - OTHER HOUSING ASSISTANCE FUNDS 41 ADMINISTRATIVE CHANGE ORDERS First Quarter Review FY 2025/26 42 In accordance with City of Clearwater Code Section 2.554(6), the City Manager may approve and execute change orders without City Council approval within certain limitations. The following change orders have been administratively approved since the last report to the Council based on the code specified criteria: 1. The city manager may increase any contract up to a total award of one hundred thousand dollars ($100,000.00). 2. The city manager may approve any increase of contract up to a maximum of ten percent (10%) over the most recent award of the city council. 3. No contract price increase shall be approved unless sufficient funds are available for such purpose. 4. Contract price decreases may be approved without limitation. 5. The time for completion may be extended up to ninety (90) days, in any one change or cumulatively for the same project, beyond the most recent city council approved completion time. ***** 10/10/25 Administrative Change Order #1 – Reclaimed Water Piping Improvement Project (21-0029-UT). This change order increases and decreases items in accordance with field conditions resulting in a net zero change to the contract. Rowland, An Allclear Company LLC 0.00 12/23/25 Administrative Change Order #2 – Fire Station 47 (18-0011-FD). This change order increases and decreases items in accordance with field conditions resulting in a net decrease to the contract. Biltmore Construction Co. Inc. (2,189.27) 47 Ordinance #9902-26 ORDINANCE NO. 9902-26 AN ORDINANCE OF THE CITY OF CLEARWATER, FLORIDA, AMENDING THE CAPITAL IMPROVEMENT BUDGET FOR THE FISCAL YEAR ENDING SEPTEMBER 30, 2026, TO REFLECT A BUDGET INCREASE OF $26,120,786 PROVIDING AN EFFECTIVE DATE. WHEREAS, the Capital Improvement Budget for the fiscal year ending September 30, 2026 was adopted by Ordinance No. 9850-25; and WHEREAS, Section 2.519 of the Clearwater Code authorizes the City Council to provide for the expenditure of money for proper purposes not contained in the budget as originally adopted due to unforeseen circumstances or emergencies arising during the fiscal year; now, therefore, BE IT ORDAINED BY THE CITY COUNCIL OF THE CITY OF CLEARWATER, FLORIDA: Section 1. Section 1 of Ordinance No. 9850-25 is amended to read: Pursuant to the First Quarter Amended Capital Improvement Program Report and estimated budget for the fiscal year beginning October 1, 2025, and ending September 30, 2026, a copy of which is on file with the City Clerk, the City Council hereby adopts a First Quarter Amended budget for the capital improvement fund for the City of Clearwater, a copy of which is attached hereto as Exhibit A. Section 2. This ordinance shall take effect immediately upon adoption. PASSED ON FIRST READING _____________________ PASSED ON SECOND AND FINAL _____________________ READING AND ADOPTED ___________________________ Bruce Rector, Mayor Approved as to form: Attest: ______________________________ ____________________________ Owen Kohler, Interim City Attorney Rosemarie Call, City Clerk EXHIBIT A CAPITAL IMPROVEMENT PROGRAM FOR FISCAL YEAR 2025/26 First Qtr. Original Amended Budget Budget 2025/26 2025/26 Amendments Other General Government 24,219,060 25,204,977 985,917 Police Protection 1,472,000 1,726,570 254,570 Fire Protection & Rescue Services 2,475,800 2,475,800 - Gas Utility Services 6,970,000 7,170,336 200,336 Solid Waste Services 4,150,000 4,150,000 - Water-Sewer Services 34,684,000 67,770,744 33,086,744 Flood Protection/Stormwater Mgmt 12,101,080 12,101,080 - Other Physical Environment 2,000,000 (1,000,000) (3,000,000) Road and Street Facilities 21,322,500 14,322,500 (7,000,000) Airports 5,737,500 6,837,500 1,100,000 Parking Facilities 624,000 624,000 - Other Transportation 395,000 395,000 - Libraries 160,000 160,000 - Cultural & Recreation 18,892,000 19,385,218 493,218 TOTAL PROJECT EXPENDITURES 135,202,940 161,323,726 26,120,786 GENERAL SOURCES: General Operating Revenue 25,634,910 26,040,610 405,700 Penny for Pinellas 3,400,000 3,400,000 - Road Millage 5,191,750 5,191,750 - Local Option Fuel Tax 1,427,150 1,427,150 - Grants 5,952,000 11,500,230 5,548,230 Other Governmental 1,000,000 1,410,520 410,520 Multi-Modal Impact Fee 640,000 640,000 - Parks & Recreation Impact Fees 76,620 76,620 - Recreation Facility Impact Fee 342,630 342,630 - Donations - 1,000 1,000 Reimbursement Revenue 2,680,000 2,926,749 246,749 Other - 8,250 8,250 48 Ordinance # 9902-26 EXHIBIT A CAPITAL IMPROVEMENT PROGRAM FOR FISCAL YEAR 2025/26 First Qtr. Original Amended Budget Budget 2025/26 2025/26 Amendments SELF SUPPORTING FUNDS: Parking Revenue 624,000 624,000 Marina Revenue 110,000 110,000 - Clearwater Harbor Marina Revenue 175,000 175,000 - Airpark Revenue 105,500 105,500 - Water Revenue 6,876,000 6,876,000 - Sewer Revenue 18,871,130 33,071,130 14,200,000 Utility R&R 16,804,800 21,904,800 5,100,000 Water Impact Fees 210,000 210,000 - Stormwater Utility Revenue 13,399,390 13,399,390 - Gas Revenue 6,970,000 7,170,336 200,336 Solid Waste Revenue 4,150,000 4,150,000 - INTERNAL SERVICE FUNDS: Garage Revenue 282,500 282,500 - Administrative Services Revenue 400,000 400,000 - General Services Revenue 50,000 50,000 - Central Insurance Revenue 183,000 183,000 BORROWING - INTERNAL SERVICE FUNDS: Lease Purchase - Garage 19,646,560 19,646,560 - Lease Purchase - Administrative Services - - - TOTAL ALL FUNDING SOURCES:135,202,940 161,323,726 26,120,786 49 Ordinance # 9902-26 Cover Memo City of Clearwater Main Library - Council Chambers 100 N. Osceola Avenue Clearwater, FL 33755 File Number: ID#26-0236 Agenda Date: 4/20/2026 Status: Agenda ReadyVersion: 1 File Type: Presentation(s) for Council Meeting In Control: Council Work Session Agenda Number: 16.1 SUBJECT/RECOMMENDATION: Arbor Day 2026 Proclamation - Ali Ismailoski; Public Works Right of Way Division Manager Page 1 City of Clearwater Printed on 4/14/2026 Cover Memo City of Clearwater Main Library - Council Chambers 100 N. Osceola Avenue Clearwater, FL 33755 File Number: ID#26-0337 Agenda Date: 4/20/2026 Status: Agenda ReadyVersion: 1 File Type: Presentation(s) for Council Meeting In Control: Council Work Session Agenda Number: 16.2 SUBJECT/RECOMMENDATION: National Library Week 2026 Proclamation - Jennifer Obermaier, Library Director Page 1 City of Clearwater Printed on 4/14/2026 Cover Memo City of Clearwater Main Library - Council Chambers 100 N. Osceola Avenue Clearwater, FL 33755 File Number: ID#26-0395 Agenda Date: 4/20/2026 Status: Agenda ReadyVersion: 1 File Type: Presentation(s) for Council Meeting In Control: Council Work Session Agenda Number: 16.3 SUBJECT/RECOMMENDATION: Medal of Courage Award Presentation to Fire Fighter Charles Stokes and Certificate of Commendation to Pinellas County Sheriff’s Office Deputy Kennedy Boone. Page 1 City of Clearwater Printed on 4/14/2026